See every feature, in minutes
Start with the two-minute intro below, then pick any deep dive to see the module working on real data — lead gen, AI agents, outreach, and the full CRM underneath.
31 deep dives
Focused walkthroughs on real data. Click any tile to play.
AI Developer
Built-in Claude Code prompt generator. Feeds live DB schema + file context into a ready-to-paste prompt.
Connect Claude
Wiring the AI layer to your own keys: the two-connections explainer, the eight setup steps walked in order, and the reseller track for running it under your own brand.
AI Studio
Visual sandbox for configuring AI across the CRM. Tune prompts, personas, tone, and which contexts each assistant has access to.
AI Agents
Always-on agents that monitor CRM events — flag stale deals, draft follow-ups, and fire workflows without a human at the keyboard.
AI Agent — Lead Gen
Lead-gen agent that works the 145M B2B database on autopilot — pulls matching prospects, enriches them, and queues outreach without manual list building.
Multi-tenant pipelines
Drag-and-drop kanban with per-company stages, custom fields, deal values, and forecasting.
Deals + quotes
Deal records with quote generation, line items, stage progression, and value roll-ups into the pipeline.
Quote e-signature
Built-in e-sign, no third-party service. Set terms and expiry in Settings, send from the quote, the customer signs on a hosted page (typed signature + consent), and the signed PDF lands on the quote at the Accepted stage.
Contact details
280px sidebar, horizontal tabs, compose panels, stage/status pills, files, notes, activity log.
Organizations (B2B)
Company-level records with stakeholder cards, primary contact, preview drawer, and unified notes/calls.
Lists
Saved contact segments with dynamic or static membership. Share across the team, feed into campaigns, export as CSV.
Tasks
Task records tied to any contact, deal, or pipeline stage. Due dates, assignees, reminders, and completion trails inside the timeline.
Global search
Universal keyword search across every contact, organization, deal, message, and file. Fuzzy match, scoped filters, keyboard-first.
Workspaces & Jobs
The staff hub and the client portal, end to end. Jobs grouped by client, board and timeline, the stage line with what's waiting on the client, task drawers with procedure steps, internal vs client-visible threads — then the portal where clients review, sign, and upload.
Unified inbox
Email, SMS, and voicemail in one thread per contact. Channel toggle tabs, dark navy theme.
Campaigns + sequences
Multi-step drip campaigns with per-step delay, AI-drafted copy, and bounce-webhook suppression lists.
Power Dialer
Click-to-dial queue that burns through call lists fast. Auto-log outcomes, drop voicemails in one click, jump to the next number hands-free.
10DLC compliance
SMS registration handled inside the CRM: the compliance hub and wizard, public sign-up and privacy pages, a real preflight run (red items included), the application packet with evidence, review and publish, and the consent ledger.
Nylas integration
Per-user API sync with Gmail, Microsoft 365, Yahoo, and AOL — pull email, contacts, and calendar into the CRM via each user's own Nylas connection.
145 Million B2B Database
Owned database and lead generation machine. Fully Automated.
Trigger automation
Fire email, SMS, tag, status change, task, or webhook on any contact event. Cron-driven.
Workflows
The execution layer for triggers. Chain actions — send email, update field, assign task, wait N days, branch on condition — into a versioned flow.
Account setup
Admin walkthrough of spinning up a fresh company account: profile, team, pipelines, and first-time defaults.
Setup wizards
The onboarding wizard step by step, the Preview Wizard, the platform checklist, and the setup API endpoint that lets a script (or an AI agent) drive the same steps.
CRM dashboard
The at-a-glance home screen: pipeline value, deals in flight, activity feed, and team leaderboard.
Business settings
Vertical nav, 15 tabs — Email, Payments, Integrations, Pipeline, Notifications, Custom Fields, more.
Tool tips
Built-in guided-tour system. Drop tooltips onto any element, chain them into a walkthrough, and onboard new users without writing docs.
File library
Shared file storage — per-company, per-contact, or global. Upload, organize, and attach files to any record without leaving the CRM.
Reports
Pre-built reports on pipeline velocity, campaign performance, and team activity. Filter, export CSV, or share a live URL.
Learning Center — help built into the CRM
Every user gets a help center inside the CRM: search as you type, 120 short articles with screenshots, one-screen quick answers, the walkthrough videos, and an assistant that answers from the same material and shows its sources.
Learning Center — for the person who runs the CRM
What your team could not find, collected for you; hide or annotate articles for your company; a question-mark on every CRM page; a Start-here path for new hires; and one article per outside connection with the exact tab and field to set.
Own the entire acquisition engine — source code and all
One operator-friendly price. No per-seat fees, no monthly rent on your own pipeline. Pay once and host it yourself, forever — or let us host it for $199/mo.
- 145M
- Contacts included
- Web + mobile
- Full source code
- 30-day
- Code warranty
- No
- Per-seat fees
$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