Product Features

Powerful features to scale your sales engine

Everything you need to convert leads, manage communications, and close deals in one place.

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Omnichannel Messaging

Stop switching between browser tabs. Centralize all customer conversations in a single, unified thread. Respond to Email, SMS, and WhatsApp Business messages without losing context.

  • check_circleUniversal Inbox for all channels
  • check_circleReal-time sync across mobile and desktop
  • check_circleAutomated routing to the right agent
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Single-screen Workspace

Speed is everything in sales. We've built an interface that allows you to manage the entire sales cycle from a single lead profile.

crm.software quote and payment workspace
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Instant Quotes

Generate PDF quotes in seconds using pre-saved templates and product catalogs.

payments

Take Payments

Securely process credit cards and ACH payments directly within the conversation thread.

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Audit Trails

Automatically log every quote sent and payment received to the lead's history.

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BYOK Gateways

'Bring Your Own Key' for infrastructure providers. Connect your existing accounts for Twilio, SendGrid, and Stripe.

Twilio SendGrid Stripe

"By using our own API keys, we eliminated all CRM markup fees on messaging and saved over $1,200/month."

David Chen, CTO at ScaleUp
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Sales Pipelines

Fully customizable Kanban boards tailored to your unique sales cycle. Drag-and-drop leads through stages and automate actions.

Qualified Lead14 Leads
Quote Sent8 Leads
Closing Call3 Leads

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