Features
Everything your teams need to sell, deliver, and support
CRM, commercial execution, finance and service visibility, workflows, and AI-assisted follow-up—aligned with the product and module map.
CRM core
Lead-to-opportunity with roles, permissions, and a clear record of who did what.
Commercial execution
Pricing, promotions, reservations, and progression through fulfillment—supports structured, inventory-backed B2B selling and is configured per organization.
Finance & service
Collections, payment plans, after-sales, and complaints on the same customer record.
Workflows & automation
Stages, approvals, and handoffs you define—with clear ownership.
Contact Assistant
Drafting and prioritization from allowed CRM context; outbound stays within policy.