Every feature, with a walkthrough
31 modules across 8 areas. Each one has a short video recorded on real data and a page with the full detail. Everything here ships in every tier.
The AI layer
The agents, the studio and the developer panel that make the platform run itself.
AI Developer
7:33Describe a feature. Get a build prompt wired to your live schema.
Watch and read moreConnect Claude
1:37Bring your own AI keys. Run it under your own brand.
Watch and read moreAI Studio
8:39A workspace for generating text and images, persona-aware.
Watch and read moreAI Agents
5:14Agents that watch the CRM and act without a human at the keyboard.
Watch and read moreAI Agent — Lead Gen
2:57A lead-gen agent that works the 145M-contact database on autopilot.
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Contacts
People, companies, deals and the pipelines they move through.
Multi-tenant pipelines
6:33Drag-and-drop pipelines with per-company stages and forecasting.
Watch and read moreDeals + quotes
5:20Deals, opportunities and quotes in one module, with line items and roll-ups.
Watch and read moreQuote e-signature
1:45Send a quote, get it signed, file the PDF. No third-party service.
Watch and read moreContact details
4:17A contact's whole story in one record.
Watch and read moreOrganizations (B2B)
3:10Company records with their own roster, pipeline and history.
Watch and read moreLists
2:57Saved segments you import into, campaign from, and export.
Watch and read moreTasks
2:49Tasks and appointments tied to the record, with reminders.
Watch and read moreGlobal search
1:01Find anyone, anything, from one box.
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Project Management
Client work, from the staff board to the client portal.
Messaging
Every channel to the buyer, and the data to find them.
Unified inbox
3:06Email, SMS and voicemail in one thread per contact.
Watch and read moreCampaigns + sequences
8:58Multi-step sequences across email, SMS and voice, with AI drafting.
Watch and read morePower Dialer
5:17Work a call list fast, with outcomes logged for you.
Watch and read more10DLC compliance
3:07US SMS registration handled inside the CRM.
Watch and read moreNylas integration
1:06Each rep's own mailbox and calendar, synced into the CRM.
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Automation
Rules and sequences that act on contacts without a person at the keyboard.
Admin
Setting up a company, configuring it, and keeping it tidy.
Account setup
1:17A fresh company account, from empty to working, in one sitting.
Watch and read moreSetup wizards
1:26Onboarding a company step by step, by hand or by script.
Watch and read moreCRM dashboard
1:18The home screen: what needs doing, and how the pipeline looks.
Watch and read moreBusiness settings
2:08Every setting for the company, in one role-aware hub.
Watch and read moreTool tips
1:21Guided tours on any screen, without writing docs.
Watch and read moreFile library
0:20Upload once, attach anywhere.
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Reports
What happened, by date range, exportable and schedulable.
Learning Center
Help built into the product, for users and for the admin.
Own the entire acquisition engine — source code and all
One price, no per-seat fees, no monthly rent on your own pipeline. Host it yourself, or let us host it for $199/mo. A 30-day code warranty backs the delivered source.
$2,500
One Time Payment
Own It Forever
- Full source code — web + mobile
- 145M-contact B2B database
- AI agents + automated outreach
- Full CRM + built-in AI Developer