Bring your customer relationships together.
Use the people and companies already present in your work, then organize what happens next.
DownloadBuild records from the work you do
Sales leads and approved competitors become companies. Email and WhatsApp correspondents and person files in memory become people. Records reflect the underlying data rather than separate stale copies. Your own addresses, company domain, machines and group chats are excluded; a never-add list gives you further control.
Import what you already have
Bring in LinkedIn’s Connections.csv export without crawling LinkedIn connections. Import CSV or Excel files from another CRM, with presets for HubSpot, Pipedrive and Salesforce. Map columns and choose how matching records are handled. Potential duplicates are suggested, but you decide whether to merge.
Organize people your way
Create groups with fixed members or saved filters that update automatically. Sales products already appear as groups. See records in tables, a kanban pipeline, a calendar or lists, with saved views. A person in more than one group still receives one campaign message.
Review recipients before a campaign
Prepare email, WhatsApp or LinkedIn outreach, or choose each person’s first available channel. Preview messages and exclusions before sending. The shared do-not-contact list applies. WhatsApp waits 5 to 10 seconds between messages, rests after 50 and has a combined Sales/CRM limit of 400 a day. LinkedIn messaging uses your session for first-degree connections.
Automate routine record work
Start an automation from a record change, a schedule or a manual action. It can update records, wait, add a group member, create tasks, draft work or perform allowed sends. Automation-made changes do not trigger other automations, preventing loops. There is a limit of 60 runs per hour; a test uses one real record without changing or sending anything.
Ask about a relationship
CRM AI can draft a short message, answer a question about a record or summarize the history and next step. Answers draw on the record’s fields, messages, notes and tasks. These AI drafts, questions and summaries are not counted as tasks. CRM itself requires Basic, Pro or Enterprise.
Share with clear permissions
CRM data is local and can join the hourly team sync. Set members’ view, edit, delete, import and campaign permissions. A campaign sends only from its originating computer. Google Contacts sync writes CRM records outward hourly; it does not import your Google Contacts. The assistant can search, summarize and draft, but campaign sending stays in the CRM.
Make room for
your next big thing.
Start with one job. Let your AI team take it from there.
Free plan includes 300 tasks a month.