Suite includes:

• Keep leads, contacts, and opportunities organized
• Track deals from first conversation to close
• Generate and manage quotes and proposals
• Sync customer communication across your team
• Maintain a shared customer history and timeline
• Stay on top of follow-ups and sales activity

AI Employee:

• Manage leads and opportunities
• Track deals and pipeline activity
• Draft quotes and proposals
• Handle sales follow-ups and reminders

Suite includes:

• Send and manage email campaigns
• Publish and organize social content
• Capture and track inbound leads
• Keep marketing and CRM data connected
• Segment audiences and customer lists
• Create and manage outreach across channels

AI Employee:

• Run and manage email campaigns
• Organize social content and outreach
• Capture and qualify inbound leads
• Keep marketing lists and segments updated

Suite includes:

• Organize projects, jobs, and service work
• Track tickets, tasks, and customer requests
• Keep customer communication connected to the work being done
• Share files, notes, and updates across teams
• Manage scheduling and ongoing service activity
• Maintain visibility across active work and support

AI Employee:

• Organize projects and service work
• Track tickets and customer requests
• Coordinate scheduling and updates
• Keep support communication on track