CRM core
Everything a relationship is made of
The universal primitives of any customer relationship — modeled once, fast, and fully isolated per tenant.
Records & relationships
- •Contacts, leads, accounts & opportunities
- •Relationship graphs (spouse, trustee, broker, …)
- •Custom objects & fields, no code required
- •Configurable vocabulary per industry
Pipeline & activity
- •Drag-and-drop kanban pipeline
- •Tasks, activities & one-tap logging
- •Duplicate detection & merge
- •Saved views & filters
Growth & intelligence
Momentum, automated
Let trigger-based workflows handle the busywork while forecasting and scoring tell you where to spend your time.
Automations
- •Trigger → condition → action workflows
- •Auto-route, notify & update records
- •Campaigns, forms & landing pages
- •Templates & sequences
Intelligence
- •Live pipeline forecasting
- •Reports & dashboards
- •Predictive lead & deal scoring
- •Built-in AI assistant
Platform & API
A platform your developers will love
API-first from the ground up — self-service keys, OAuth apps, webhooks, and metered usage, all documented.
Build & integrate
- •Self-service API keys & OAuth apps
- •Swagger / OpenAPI docs & SDKs
- •GraphQL & REST endpoints
- •Sandbox & live environments
Events & usage
- •Webhooks with delivery history & retries
- •Metered usage & per-plan rate limits
- •Usage analytics per key
- •IP allowlists & key rotation
Enterprise
Ready for the security review
The controls a serious buyer asks for — isolation, identity, and auditability — standard from day one.
Identity & access
- •SSO (SAML / OIDC) & SCIM provisioning
- •Roles & granular RBAC
- •Operator & tenant-admin consoles
- •Session & device controls
Data & compliance
- •Per-tenant isolation (Postgres RLS)
- •Audit log of every change
- •GDPR export & deletion
- •Data residency controls