Your Entire Sales Operation. And Your AI Agent Runs It.
Visual Kanban pipelines, contacts, activities, analytics, email templates, lead response automation, and two-way email threading — a full CRM built into your platform. And your AI agent can manage every part of it through conversation.
Your Entire Sales Operation in One Place
Most small businesses track leads in a spreadsheet — if they track them at all. Deals slip through the cracks. Follow-ups get forgotten. Nobody knows where anything stands.
Your CRM fixes that. Every deal, every contact, every interaction — visible, organized, and actionable. And your AI agent runs it alongside you.
Visual Kanban Pipelines with Drag-and-Drop
Move deals through your pipeline by dragging cards across stages. It's visual, intuitive, and updates instantly.
- Multiple pipelines with custom stages, colors, and win probabilities
- Drag-and-drop deal management with optimistic updates
- Deal cards show title, contact, value, priority, and close date
- Search and filter by title, contact name, email, or company
- Per-pipeline currency support and default pipeline setting
Contacts Directory with Full History
Every contact in one place — with their deals, activities, and tasks connected.
- Searchable, paginated directory with source filtering
- Contact details: name, email, phone, company, source, tags
- Related counts: deals, activities, and tasks per contact
- Manual contact creation with custom tags
- Subscription status tracking
Activity Feed — 16 Activity Types, Color-Coded
See every interaction in chronological order. Know exactly what happened and when.
- Lead form submissions, voice agent calls, FAQ bot conversations
- Cal.com bookings, contact form submissions, manual notes
- Stage changes, emails sent, opened, and clicked
- Tasks completed, tags added and removed
- Deals created, won, and lost — all tracked automatically
CRM Analytics That Actually Tell You Something
Stop guessing how your sales pipeline is performing. Your CRM dashboard shows you the numbers that matter — in real time.
See conversion rates, revenue, average deal value, deal breakdowns by status and stage, and email performance metrics. All updated live as your data changes.
- Total and new contacts, total deals, conversion rate
- Revenue tracking and average deal value
- Deal analytics by status and stage with values
- Won and lost counts with win/loss ratios
- Email metrics — sent, opened, clicked rates
Email Template Editor with Visual Builder
Build branded email templates with a visual block-based editor. Organize by category. Use merge tags to personalize every message.
- Visual block-based email template builder
- Template categories for organization
- Merge tags — {{first_name}}, {{company}}, {{deal_value}}, and more
- Branded HTML emails sent through Resend
- Custom sending domains — add and verify your own domain
Lead Response Automation — Never Let a Lead Go Cold
Every lead source can have its own auto-response email template. Someone books a call — they get a booking confirmation. Someone fills out the contact form — they get a personalized "thanks for reaching out" message. The FAQ bot captures an email — they get a follow-up within minutes.
Templates support merge tags so every email feels personal. Set a delay if you want it to feel more natural. All of this runs automatically.
- Source-specific email templates with merge tags
- Configurable delays — send immediately or wait a few minutes
- Automatic deduplication — same person won't get duplicate emails
- Works across all lead sources — forms, bookings, FAQ bot, voice agent
Your AI Agent Manages the CRM
This is where it gets powerful. Your AI assistant can manage your CRM directly through conversation. No clicking through menus. No manual data entry.
Say "create a contact for John Smith from Acme Corp" and it's done. Say "move the Dartmouth deal to qualified" and the stage updates. Say "how many leads came in this week?" and you get real numbers from your actual database.
- Create contacts, update deals, and move stages through conversation
- Create tasks and assign them to deals or contacts
- Search leads and contacts by name, email, source, or date
- Get real-time business statistics and trends
- Full CRUD on pipelines, activities, email templates, and sending domains
Accept Leads from Any External System
Got another tool that captures leads? Send them directly into your CRM through a configurable webhook endpoint. Per-client settings support field mapping, default tags, custom fields, deal overrides, and rate limiting. Every submission is logged with full payload detail for debugging. Idempotency protection prevents duplicate leads from repeated webhook calls.
- Per-client webhook configuration with API key authentication
- Field aliasing — map incoming field names to internal fields
- Default tags — automatically tag all webhook leads for segmentation
- Custom fields — define and store custom data per lead source
- Deal overrides — automatically create deals with stage and value
- Idempotency — duplicate submissions are silently rejected
- Rate limiting and source domain whitelisting for security
- Full webhook log viewer with searchable, filterable history
Two-Way Email Threading — Built Right Into the CRM
Stop switching between your CRM and your email client. Send emails to contacts directly from deal cards, contact cards, or a shared Messages inbox. When contacts reply, their responses are automatically routed back to the correct thread — no manual tracking, no lost conversations.
Every email is logged, searchable, and visible wherever the contact or deal appears. Merge tags personalize every message. Unread badges keep you on top of replies. And your AI agent can read and send threaded emails through conversation.
- Shared Messages inbox with two-pane layout — thread list on left, message view on right
- Send emails from deal cards, contact cards, or the dedicated Messages page
- Automatic routing — replies come back to the correct thread via dedicated CRM email domain
- Merge tags — {firstName}, {lastName}, {company}, {dealTitle}, {dealValue}
- Unread badge in CRM sidebar with real-time polling
- Thread status tracking — active or archived
- Activity integration — emails logged as activities on contacts and deals
- AI agent tools — list threads, read emails, send emails, and bulk email by deal stage
Your Sales Operation, Running Itself
Your CRM isn't just a database. It's the hub of your sales operation — connected to your voice agent, FAQ bot, content engine, and AI assistant. Leads flow in automatically. Follow-ups send themselves. Your AI agent manages deals while you focus on closing them.
The CRM connects directly to the Automation Engine — so you can build workflows that trigger on deal stage changes, new contacts, or any CRM event. See the Automation Engine
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