One CRM for sales, marketing and service
Everything below is built and working today. Explore the features that take a lead from first message to signed contract — and keep your whole team on the same page.
Contacts & companies that hold the whole story
Every lead, prospect and customer in one place — with the context your team needs to close, not just a name and a number.
- Full records: roles, two emails, phone, industry, country, product interest and more
- Lead status (New → Won/Lost) and lifecycle stage (Lead → Customer → Partner)
- Bulk import from CSV/Excel with mapping, duplicate detection and preview validation
- Notes with file attachments and an automatic per-contact activity timeline
“All vs. My” views, saved column layouts, bulk actions, and powerful search and filtering across status, stage, industry, country and deal relationship.
A pipeline that updates itself
See every deal as a table or a Kanban board — and let quotes and payments move the stages for you, so the pipeline is never out of date.
- Deals linked to a contact and company, with multi-currency amounts and owners
- Configurable stages, in both a table view and a Kanban board
- Deals auto-advance as quotes are created, published and paid
- Filter by company, stage, owner or date — “All vs. My Deals”
Qualified4
Proposal3
Closed Won6
Branded quotes that take the payment
A guided wizard builds the quote; a Template Designer makes it look like you. Then a Stripe link gets you paid — and closes the deal.
- Line items from your product catalog, with UOM, tax and flat or % discounts
- Branded PDF via a visual Template Designer (Modern / Classic / Compact)
- One Stripe payment link per quote, embedded right in the PDF
- On payment the quote flips to Paid and the deal moves to Closed Won
Customers pay online by card. Quote PDFs are generated on demand and shared on WhatsApp or by email — and the AI assistant can send quotes right in the chat.
Turn a won deal into a service agreement
Convert a deal into a contract in a click — client, dates and value pre-filled. Track service levels, renewals and active value at a glance.
- Create from scratch or convert a deal into a contract
- Status, service level, and start / end / renewal dates
- List view with active value, expiring-soon and active clients
- Branded contract PDF export with configurable field visibility
Publishing a contract can generate recurring service jobs onto the scheduler for completion tracking.
Every conversation, tied to the contact
Talk to customers across WhatsApp, email and phone from one place — with full context, and nothing stuck on someone's personal device.
- WhatsApp two-way inbox: text & media, delivery/read status, live refresh
- Meta-approved onboarding: one-click “Connect with Facebook” Embedded Signup
- Approved templates to re-engage customers after the 24-hour window
- Email (1-to-1): connect Gmail or Outlook; compose with attachments & signatures
- Call logging: log calls with type, duration and notes to the timeline
WhatsApp is fully approved by Meta (2026-07-07) for messaging + management as an Independent Tech Provider. The WhatsApp inbox is on the Growth plan and above.
See WhatsApp & AI in depthAI that qualifies and drafts — you approve
An AI assistant converses with customers across WhatsApp and the website, qualifies leads and moves them through your stages — on your instructions.
- Qualifies, collects details and moves from qualifying → confirmed / handoff
- Coach it with per-workspace instructions in plain English
- Can attach a quote — and creates a requested Scheduler job for your team to confirm
- Modes: Suggest (draft for approval) or Auto — set per channel
Plan tiering: the web-chat AI is on every plan; WhatsApp AI starts on Growth — enforced server-side. Reply from the phone's WhatsApp app and the AI auto-pauses that chat.
Answer website visitors 24/7 — with a human on standby
A dedicated, permission-gated inbox for every website conversation. The AI answers around the clock; a person steps in the moment they're online.
- AI answers visitors 24/7 and flags for handoff when a person is needed
- Live human takeover with online presence — “Ava joined the conversation”
- Agent-side ping: sound + desktop notification on a new message
- Captures the visitor as a contact on your timeline
- Embeddable widget — floating bubble or inline panel, branded, editable quick-replies
Marketing
Fill the pipeline, then nurture it
Email marketing on every plan — multi-step sequences, lead-capture forms and clear analytics, so marketing and sales finally share one system.
Email sequences
Multi-step campaigns with delays, a rich/HTML editor and personalization tokens.
Lead-capture forms
Build forms, publish a public link or embed an iframe — auto-create contacts.
Segmented lists
Target the right contacts; new members auto-enroll within 15 minutes.
Open & click tracking
Per-recipient opens and clicks with link rewriting, plus a full email log.
Multi-mailbox sending
Rotate senders with daily caps, warm-up ramps and sending windows.
Marketing dashboard
Aggregate open/click rates, campaign mix and top performers by period.
Available on every plan with monthly send caps (Starter 1,000 · Growth 5,000 · Premium 10,000), plus an auto-unsubscribe footer and public unsubscribe page.
Insights over your real data — every morning
A daily AI digest and on-demand intelligence read your actual CRM data and tell you where to spend your time.
- Daily Digest: pipeline value, open deals, pending quotes, stale & priority contacts
- Sales Intelligence: hot, at-risk, stalled and high-value deals
- Contact & Marketing intelligence: engagement and campaign analysis
- Service Intelligence: job, workload and team-completion insights
Separate from Reach IQ — the in-CRM assistant you can ask questions of in plain English.
The SEO & AI-Visibility suite
A full search-and-AI-presence toolkit inside the CRM — including the question that matters now: does the AI recommend you?
Traffic (Google Analytics 4)
Visitors, sessions and pageviews, sources, top pages, and a live “N online now” pill in the top bar. Two-step connect.
Search Performance (Search Console)
Real Google data: clicks, impressions, CTR, average ranking position, top queries and pages over time.
Site Audit
Lighthouse scores (mobile + desktop), an on-page checklist, flagged issues and an AI-written, prioritized action plan.
AI Content planner
Topic clusters from your real Search Console queries → briefs → full drafts, grounded in your real product facts.
Are you in the AI's answer — or is your competitor?
Track the questions customers ask AI assistants and check them against real engines: ChatGPT and Gemini (with Google grounding). For each question, see whether you're mentioned, your rank, and the businesses the AI recommends instead.
- Tracked questions checked across multiple AI engines
- Per question: mentioned ✓/✗, your rank, and your AI-era competitors
- An overall visibility score — track it as a weekly trend
Premium only (excluded from trial). AI answers vary run-to-run, so treat it as a trend metric.
Service & teams
Schedule the work, track it to done
For teams that deliver after the sale — jobs, schedules and the people who run them, connected to contracts and clients.
Service scheduler
Month, week, day, list and team views — create and assign jobs by site and date.
Service teams
Members and colours; filter jobs by team, status, contract or client.
Tasks & activities
Type, agenda, due date and priority — linked to contacts, with calendar sync.
Product catalog
Products with SKU, UOM, price and type that feed straight into your quotes.
Companies
Auto-generated codes, linked contacts, industry and employee count.
Bulk import & actions
Import from CSV/Excel and bulk-assign, re-stage or update records in seconds.
Every number, live — no spreadsheets
From the main dashboard to Sales, Marketing and Service views — real metrics on real data, filterable by period, user and team.
- KPIs: contacts, deals, revenue, win/loss, emails, calls, campaigns
- Pipeline by stage, monthly trends, task breakdown and recent activity
- Conversion funnel with per-user filtering for admins
- Team performance and last-login visibility
Platform & security
Built to run real companies, safely
Multi-workspace, granular roles and regional compliance — hardened with server-side plan gating, rate-limiting and ownership guards.
See it working on your pipeline
Start free in minutes, or book a guided demo mapped to your business.
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