All-in-one CRM and business software with AI for growing teams
Stage
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Founded
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Based in
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US
Pricing model
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Freemium
Pricing
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Free trial available. Paid plans: Pro at $29 per seat per month (billed yearly, $39 monthly), and Business at $59 per seat per month (billed yearly, $79 monthly). Enterprise custom pricing available. Plans start at $29 per seat per month, billed yearly.
Key features
Unified customer card with leads, visits, quotes and invoices
Real-time ERP integration and synchronization with Subiekt, Nexo
Mobile work support for field and office teams
Centralized visit scheduling eliminating communication errors
Clear goals and next steps for each sales representative
Document generation in seconds
Customizable modules tailored to business needs
Flexible CRM with custom record types and fields
Meeting Assistant with desktop app and editable summaries
Email sync and automatic campaigns
Booking pages and scheduling
E-signature and document management
Forms and lead capture
Customer support features including portal and knowledge base
AI Assistant and Autopilot automation
Reports and dashboards
Chrome extension for lead capture
What makes it different
Keeps all customer information, tasks and transactions in one place preventing data loss
Real-time ERP integration without changing existing workflows
Centralized team coordination visible across all devices
Professional implementation and comprehensive support
All-in-one workspace reduces need for separate apps and integrations
No setup fees; help shaping workspace included for free
Grows with your team from simple list to advanced automation