Deep capabilities across the Business OS

Keep leads and contacts in one place. Score, segment, and follow up without chaos.

• Lead lists, bulk upload, and lead insights
• Contact tags and segments
• Personal and team follow-up schedules
• Activity log on every record

Track every deal through stages you define, with follow-ups and activity on the record.

• Pipelines and deal stages
• Stage customisation per process
• Lead and campaign insights
• Workflow triggers on deal changes

WhatsApp, email, chat, and calls connected to the customer record.

• Shared WhatsApp inbox
• Connected email mailboxes
• AI summaries and draft replies for email and WhatsApp
• Telecalling with call dispositions

AI phone agents and telecalling on your own numbers.

• Inbound and outbound AI agents
• Handoff to a person
• CRM updates during calls
• Transcripts, summaries, and sentiment

Tickets with status, priority, and category next to the customer.

• Ticketing with status and priority
• Categories and resolution analytics
• Ticket history on the customer record

Email, WhatsApp, social, and ad campaigns that nurture leads on the shared OS. Digital Marketing — Business and Enterprise plans.

• WhatsApp campaigns and broadcasts
• Email campaigns with suppression lists
• Social Studio publishing
• Ad campaign management

Dashboards and exports so teams decide from one source of truth.

• Lead and campaign dashboards
• Email analysis
• Team activity log
• Excel import & export

Connect ads, accounting, messaging, and third-party tools into one ecosystem.

• Meta / Google Ads connectors
• Accounting connectors such as QuickBooks and Xero
• Inbound webhooks and HTTP actions
• HubSpot and Salesforce connectors

Quotes, invoices, payments, and GST on double-entry books.

• Quotes, invoices, and recurring billing
• Banking and reconciliation
• GST returns
• 13-week cash-flow forecast

Classification, replies, and recommendations on the shared data plane — with people approving actions.

• AI lead classification in workflows
• AI draft replies for email and WhatsApp
• Workflow triggers across CRM, WhatsApp, and Finance
• Advisory recommendations from Agency Brain and Smart Rules