AI7:33
AI Developer
Built-in Claude Code prompt generator. Feeds live DB schema + file context into a ready-to-paste prompt.
Product tour
See every feature, in under a minute each
Start with the two-minute intro below. Then pick any deep-dive under it to see the module working on real data.
24 deep dives
Every module, on real data
Focused walkthroughs on real data. Click any tile to expand.
AI8:39
AI Studio
Visual sandbox for configuring AI across the CRM. Tune prompts, personas, tone, and which contexts each assistant has access to.
AI5:14
AI Agents
Always-on agents that monitor CRM events — flag stale deals, draft follow-ups, and fire workflows without a human at the keyboard.
AI2:57
AI Agent — Lead Gen
Lead-gen agent that works the 145M B2B database on autopilot — pulls matching prospects, enriches them, and queues outreach without manual list building.
Contacts6:33
Multi-tenant pipelines
Drag-and-drop kanban with per-company stages, custom fields, deal values, and forecasting.
Contacts5:20
Deals + quotes
Deal records with quote generation, line items, stage progression, and value roll-ups into the pipeline.
Contacts4:17
Contact details
280px sidebar, horizontal tabs, compose panels, stage/status pills, files, notes, activity log.
Contacts3:10
Organizations (B2B)
Company-level records with stakeholder cards, primary contact, preview drawer, and unified notes/calls.
Contacts2:57
Lists
Saved contact segments with dynamic or static membership. Share across the team, feed into campaigns, export as CSV.
Contacts2:49
Tasks
Task records tied to any contact, deal, or pipeline stage. Due dates, assignees, reminders, and completion trails inside the timeline.
Contacts1:01
Global search
Universal keyword search across every contact, organization, deal, message, and file. Fuzzy match, scoped filters, keyboard-first.
Messaging3:06
Unified inbox
Email, SMS, and voicemail in one thread per contact. Channel toggle tabs, dark navy theme.
Messaging8:58
Campaigns + sequences
Multi-step drip campaigns with per-step delay, AI-drafted copy, and bounce-webhook suppression lists.
Messaging5:17
Power Dialer
Click-to-dial queue that burns through call lists fast. Auto-log outcomes, drop voicemails in one click, jump to the next number hands-free.
Messaging1:06
Nylas integration
Per-user API sync with Gmail, Microsoft 365, Yahoo, and AOL — pull email, contacts, and calendar into the CRM via each user's own Nylas connection.
Automation17:00
145 Million B2B Database
Owned database and lead generation machine. Fully Automated.
Automation3:05
Trigger automation
Fire email, SMS, tag, status change, task, or webhook on any contact event. Cron-driven.
Automation2:23
Workflows
The execution layer for triggers. Chain actions — send email, update field, assign task, wait N days, branch on condition — into a versioned flow.
Admin1:17
Account setup
Admin walkthrough of spinning up a fresh company account: profile, team, pipelines, and first-time defaults.
Admin1:18
CRM dashboard
The at-a-glance home screen: pipeline value, deals in flight, activity feed, and team leaderboard.
Admin2:08
Business settings
Vertical nav, 15 tabs — Email, Payments, Integrations, Pipeline, Notifications, Custom Fields, more.
Admin1:21
Tool tips
Built-in guided-tour system. Drop tooltips onto any element, chain them into a walkthrough, and onboard new users without writing docs.
Admin0:20
File library
Shared file storage — per-company, per-contact, or global. Upload, organize, and attach files to any record without leaving the CRM.
Reports1:26
Reports
Pre-built reports on pipeline velocity, campaign performance, and team activity. Filter, export CSV, or share a live URL.
A proven asset, priced to move
See the income. Then own the engine.
$260K in revenue, ~$120/month in costs, and an AI sales engine that runs itself. $5,000 for one of three full-rights licenses — $15,000 to own all three. Verify every number on a call first.
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