The all-in-one platform that replaces your CRM, document tools, and outreach software. AI handles calls, emails, and WhatsApp while you focus on growing your agency.
CRM
Lead Management
Smart
AI Automations
5+
Document Types
Multi
Channels
A complete toolkit for managing leads, automating outreach, generating documents, and serving clients — all in one platform.
Track every lead from first contact to closed deal with a visual pipeline, enriched profiles, and a complete activity timeline.
Lead Management
Capture, tag, and organize leads with custom fields and scoring
Kanban Pipeline
Drag-and-drop pipeline stages customized to your workflow
Customer Lifecycle
Track contacts from lead to customer with automatic conversion
Company Enrichment
AI-powered company research populates firmographic data
Meeting Notes
Log meetings with notes, attach documents, link to contacts
Activity Timeline
Complete history of every interaction, document, and change
Build workflows that trigger on events and execute AI-powered actions — qualifying leads, making calls, and researching companies automatically.
Smart Automations
Trigger multi-step workflows on lead creation, updates, or conversion
AI Lead Scoring
Automatic qualification grades (A-D) and scores with reasoning
AI Outbound Calls
Automated follow-up calls and appointment reminders via AI
AI Receptionist
24/7 inbound call handling that qualifies and schedules
Company Research
Auto-enrich contacts with company data from external sources
Webhooks
Connect to any external system with custom webhook steps
Create professional proposals, quotes, invoices, and agreements with a block-based builder. Collect payments via Stripe links embedded in documents.
Document Builder
Block-based editor for proposals, quotes, invoices, and agreements
AI Content Generation
Generate and improve document content with AI assistance
Stripe Payments
Embed payment links in documents for instant collection
Templates
Reusable document templates with pre-configured blocks
Branded PDFs
Custom colors, fonts, and logo applied to every document
PDF Generation
Download professional PDFs with full RTL support
Run email and WhatsApp campaigns with AI personalization. One-time blasts or drip sequences with audience targeting and language support.
Email Campaigns
One-time or drip email sequences with custom domains
WhatsApp Messaging
Send personalized WhatsApp messages at scale
AI Personalization
Each message tailored to the recipient using AI
Multi-Language
Full English and Farsi support for all generated content
Audience Targeting
Filter by source, country, tags, or lifecycle stage
Drip Sequences
Schedule multi-step campaigns with delays between messages
Give your clients a branded portal to view documents, make payments, and submit support tickets. Manage your team with role-based access.
Client Portal
Branded self-service portal for your customers
Self-Service Payments
Clients pay invoices directly through the portal
Support Tickets
Customers submit and track support requests
Call Analytics
Dashboards with call trends, duration, and performance
Team Management
Invite members with Owner, Admin, or Member roles
API & Integrations
API keys for external system integrations
Get up and running in three simple steps.
Configure your branding, customize pipeline stages, set up email and WhatsApp, and invite your team — all in minutes.
Build automations that qualify leads with AI, send personalized emails and WhatsApp messages, and make follow-up calls automatically.
Generate proposals, invoices, and agreements with AI. Collect Stripe payments. Manage clients through their branded portal.
Built-in integrations with the services that power your business.
Stripe
Payment processing
Messaging
OpenAI
AI generation
Anthropic
AI generation
Authentication
Delivery
Let AI handle calls, emails, and follow-ups while you focus on closing deals and growing your business.