Features
Automatic lead creation from Gmail
AI intent analysis (hot/warm/cold tagging)
Drag-and-drop kanban pipeline
Customizable pipeline stages
Share pipeline links with clients
Real-time team collaboration
Data-driven pipeline insights
Email tracking and reminders
Integrated proposal generator with templates
Built-in international VOIP calling
Unlimited contact, company, and deal storage
Sales objectives and KPIs tracking
Usage-based phone & VOIP module
AI meeting preparation with deep research and battle cards (Evan)
CRM auto-updates via plain English commands (Atlas, coming soon)
Account monitoring with stakeholder and org change alerts (Nico, coming soon)
LinkedIn network analysis for warm lead generation (Iris, coming soon)
Lookalike customer discovery (Nova, coming soon)
Custom AI workers tailored to specific workflows
Secure isolated environment, no data training
Integration with CRM, email, calendar, call recorders
Slack and email notifications for AI worker outputs
Org chart mapping and stakeholder identification
Pipeline analytics and field updates
Record cleaning and standardization
Multi-agent system for task planning and execution (Z1 Engine)
Schema-level accuracy for enterprise workflows
