ModuleCRM
The whole relationship on one record.
Contacts, companies and deals, each with one stream of calls, meetings, emails, notes and changes. Mail from any of a person's addresses reaches the same contact, and the Agent answers from the records you can see.
Everything you know about a customer, in one place.
Contacts and companies
A person's page opens on the conversation. A company's page opens on its deals and people, with open pipeline and won revenue.
Deals on your stages
A board by stage with value, probability, next step and expected close. Closing a deal as Won or Lost asks you to confirm it with its final value, and a deal keeps the day it entered each stage.
One stream of activity
Calls, meetings, emails, messages, voice notes, notes, tasks and edits on every record. A company's stream includes its people and its deals.
Email from your own mailbox
Each person connects their mailbox over IMAP and SMTP. Incoming mail lands on the records of the people it involves, and drafts stay private to their author.
Lists, views and import
Lists you curate or lists that follow a filter; saved views as a table, board, calendar or agenda. A CSV import previews every row before it writes, and can match rows to the records you already have and update them instead of adding them twice.
Several people on one deal
A deal links everyone involved on the customer's side, with one contact marked primary. Quotes and invoices are addressed to the primary, and with several contacts and none marked, the product asks you to choose.
Ask about any customer.
The Agent reads records and their streams to answer, and saves drafts on the record they belong to. Changes and sends wait for your approval by default.
search.Finds contacts, companies and deals by their text.Runsglobal timeline.Reads a record's stream of calls, emails, notes and changes.Runsget record.Lists records with filters, such as deals closing this month.Runslist email.Saves an email draft on the record, private to its author.Asks by defaultdraft. save record.Changes a record, such as a deal's stage, as a card you approve.Always asksupdate email.Sends an email from your connected mailbox.Asks by defaultsend import.Imports a CSV file into contacts, companies or deals.Asks unless Full autonomycsv mailbox.Connects a mailbox. Its password never passes through the Agent.People onlysave
Each square is a mode, left to right: Ask every time (the default), Auto inside the organization, Auto including replies and Full autonomy. A filled square means the Agent runs the tool in that mode without asking.
The CRM is where the rest begins.
- Quotes & invoicesA deal's line items become a quote, and an accepted quote becomes the deal's working lines.
- Forms & webA form on your website matches a person to a contact or creates one, with the visits that led to it.
- Projects & tasksTasks attach to contacts, companies and deals, and a whiteboard card shows the record, live.
- Reports & dashboardsLists and pipelines feed reports and dashboards.
- WorkflowsA workflow can start when a record enters or leaves a list, or when a property changes.
Clean data, and a way back.
- Possible duplicates are flagged with the reason they match. Nothing is merged on its own.
- Values suggested from a company's website wait for you to accept or reject them.
- Deleting moves a record to a recycle bin, and Restore brings it back with its links.
- Every property keeps its history, and an earlier value can be restored.
- Export gives you your records in a file that imports back.
What shipped lately.
All changesSeveral contacts on one deal
A deal links several contacts with one marked as primary, and when none is, the product asks instead of guessing who the quote is addressed to.
Suggested values and possible duplicates, with their source
A company with a website can fetch suggested values from it and from Wikidata, each shown with its source and waiting for Accept or Reject, and possible duplicates appear on the record with the reason they matched.
Several emails per contact, international phone numbers
A contact holds several email addresses with one primary, and a phone number picks its country, formats itself as you type and is found however it was written.
New contacts link to their company by domain
A new contact joins its company when the domain of its email matches; personal domains are ignored and a shared domain links nothing.
One platform for the whole business.
Every module works on the same records, and the Agent works on them with your permissions.