The whole list,without the asterisks.
What ships today, grouped by the work it does. Where something is partial it says so on the line itself, rather than in a footnote nobody reads.
Free to start · no card · approved in 24h
Finding and working deals
Kanban, table and calendar views on the same funnel, with three boards per funnel: deals, the people behind them, and post-sale projects.
Registries with custom fields, tags and owners, duplicate detection on phone and email, and merges that keep the history.
Round-robin that respects an existing contact owner instead of handing a returning client to a stranger.
Task types, priorities, recurrence and delegation; full-text search across deals, people, mail, chats and notes.
Talking to clients
WhatsApp, Telegram, Instagram, Messenger, TikTok and site chat, beside Gmail or any IMAP mailbox with tracking and bounce handling.
Reply, qualify and record facts within limits you set, with an approval queue for anything that changes a record.
Facts captured from conversations, knowledge you pin, and a playbook distilled from deals you won.
Public booking pages on real availability, Google Calendar sync, Meet links, and transcripts filed onto the deal.
Closing and getting paid
Generation from your own .docx templates, a register of every file on every record, and passport OCR into contact fields.
E-signature with sent, opened and signed timestamps, expiry reminders, and the countersigned copy filed automatically.
Line items, VAT, your numbering, instalment schedules with reminders, payment links, and revenue splits between the team.
Sixteen of them: funnel, win/loss by reason, time in stage at p90, forecast, source payback, goals and attainment.
Running the team
Twelve templates, around ninety-five permissions, and visibility scoped to own records, a team, a subtree, or everything.
22 triggers, 26 actions and five built-in routines — one trigger, one condition, one action, inside working hours.
Sign-ins, exports, permission changes and impersonation recorded; leaving hands over sessions, tokens, deals and tasks in one pass.
Scoped API keys with an OpenAPI console, outbound webhooks with retries, and a read-only MCP server.
Not in the product
Gmail and IMAP / SMTP only for now.
Messaging apps and email, not carrier SMS.
One trigger → one action, with a delay, working hours and a stop condition.
Password or Google today.
Nothing on this listis behind a sales call.
Open a workspace and check the ones that matter to you. The plan decides what is switched on, not a negotiation.