Built-in CRM

Customer context that never gets separated.

Give every teammate one complete timeline across calls, email, SMS, WhatsApp, tasks, notes, appointments, and deals.

Explore AnalyticsBook a Demo
Built-in CRM

Every customer.Every conversation.One complete timeline.

Never lose context again. Every call, email, SMS, WhatsApp message, note, task, and deal is stored in one intelligent CRM.

  • Complete customer history
  • Automatically logged conversations
  • Lead scores and deal context
  • Tasks, notes and reminders
  • Pipeline and ownership tracking
  • UnifiedCustomer record
  • Auto-loggedConversations
  • VisiblePipeline status
  • AssignedClear ownership
Back to contactsDemo record
92

John Carter

Lead

[email protected]

+1 (555) 123-4567

New York, USA

Lead Score
92 / 100
Lifecycle Stage
Qualified
Owner
Sarah Johnson
Last Contact
10 min ago
Source
Website Form
Deal Value
$4,500
Tags
High ValueInterested
Notes

Interested in appointment scheduling automation and follow-up campaigns. Prefers morning calls.

Activity Timeline

All activity

Today

  1. AI Voice CallCompleted

    Answered call · Duration: 02:31

    Logged
  2. Appointment Booked

    Dental cleaning · May 20 at 10:00 AM

    Logged
  3. Confirmation SMSDelivered

    Appointment confirmation delivered

    Logged
  4. Welcome EmailOpened

    Appointment details and next steps

    Logged

Yesterday

  1. Website Form Submitted

    New patient inquiry received

    Logged

Last Week

  1. Brochure Downloaded

    Dental services guide

    Logged

A CRM that works for your team.

Relationships, history, and next actions—together in one place.

Instant Search

Find a conversation, contact, or activity quickly.

Smart Automation

Create tasks and keep follow-ups moving.

Mobile Ready

Review customer context from any screen size.

Complete History

See calls, messages, notes, and next actions together.