Features
AI-driven customer health scoring with reasoning
AI recommended actions with drafted email content
Customer data chat for ad hoc queries
Portfolio newsfeed showing daily account updates
Reusable Skills (AI workflows steered by natural language)
Meeting prep automation (pre-reads, context summaries)
Real-time health alerts for risk signals
Natural language workflow creation (Growth+)
AI sentiment and topic extraction from support/calls (Growth+)
QBR and renewal artifact generation (Growth+)
User segmentation for targeted outreach (Growth+)
Account-level metrics and trend analysis (Growth+)
Shared inbox for team collaboration (Growth+)
Browser automation for external actions (Enterprise)
Projects for organizing retention initiatives (Enterprise)
Access 100+ data providers for firmographics, technographics, funding
Live intent signals: job changes, funding, hiring, website visits
AI research agents for deep company and competitor analysis
Built-in AI sequencer for multi-channel outreach with warmup
Native email sending with automated warmup
Lead scoring based on propensity to buy
Local business search from Google Maps with import
Enriched LinkedIn posts, company details, and mobile numbers
HTTP API and webhooks for custom integrations
CRM sync with HubSpot and Salesforce (Pro+)
Credit-based system: 1 credit per email, 10 credits per phone
Unlimited users on all paid plans
Web scrapers for custom data extraction
Company Lookalike Finder (Growth+)
ABM (Account-Based Marketing) on Pro+
