Features
Pipeline management with collaborative pipelines
Email campaigns & sequences with scheduling
AI Follow-up Assistant scans email and WhatsApp for inactive conversations
AI Recap Assistant generates instant relationship summaries with custom sales methodologies (MEDDIC, BANT)
AI Research Assistant automatically enriches company profiles with industry, size, funding, etc.
AI Workflow Assistant automates trigger-based email outreach
Auto-fill AI autonomously finds, cleans, categorizes, and extracts insights (April 2026)
AI Fields autonomously update CRM fields (March 2026)
Email scheduling for one-off and sequence emails (April 2026)
Contact enrichment via waterfall (Clearbit, Dropcontact, Apollo, People Data Labs, Prospeo)
Semantic search (improved February 2026)
Custom objects & deals (Premium+)
Dashboards & analytics (Premium+)
Chrome extension (folkX) for LinkedIn import
AI-powered opportunity search across federal, state, local, grants
Instant bid/no-bid analysis with AI recommendations
Automated proposal generation grounded in past performance
Compliance automation for RFP requirements
Win themes development and competitive intelligence
Capture planning with agency insights and positioning
Pipeline management and CRM integration
AI color reviews for structured proposal evaluation
Pricing intelligence and labor data analysis
Past performance management and CPARS tracking
Recompete support and contract handoff automation
Teaming partner management and market intelligence
AI-powered graphics support for proposals
FedRAMP Moderate authorized security
Human-in-the-loop AI for secure data handling
