Every part of your business, one engine.
Four groups, twenty-plus capabilities — all running on the same records, the same permissions, and the same API. Nothing here is a bolted-on module.
Drag-and-drop kanban stages, weighted forecasting, and win-rate tracking — see exactly where every deal stands, updated the instant something moves.
A unified inbox scores and routes incoming leads automatically, so reps convert with one click instead of chasing spreadsheets.
360° profiles map every relationship — spouse, trustee, broker — with the full activity history in one place.
Build line-item quotes with totals and taxes, then share a link your customer can view and accept.
Weighted and AI-assisted forecasting rolls up by rep, team, or territory — no export required.
Public scheduling → meeting
Tickets, SLAs, and threaded comments keep support accountable without ever leaving the CRM.
Publish help articles once and surface them in both the internal desk and the public client portal.
A tenant-specific client portal lets your customers self-serve — view quotes, open tickets, track status.
A field-service job board schedules and tracks technicians from first estimate to completed job.
Calls, emails, and meetings land on one timeline per record — logged automatically, or in one tap.
Segment your list and send targeted email campaigns, then measure opens, clicks, and replies.
Reusable email templates and multi-step drip sequences keep follow-up consistent without manual sends.
Publish public capture forms and landing pages that write straight into your pipeline.
No-code trigger → condition → action rules assign owners, create follow-up tasks, and update fields for you.
Automatic duplicate detection flags likely matches and merges them with a two-click review.
A drag-and-drop report builder and live dashboards surface the KPIs your team actually watches.
Save a filtered view of your contacts, leads, or opportunities, preview the matches live, and share it with your whole team in one click.
Model records unique to your business — no code, no ticket to engineering.
Self-service API keys, OAuth apps, and REST/GraphQL endpoints — the same engine the app itself runs on.
Native iOS and Android apps share the same login, data, and permissions as the web app — in private beta ahead of the App Store and Google Play release.
Ask your CRM anything — and mean it.
GENE is woven through the whole platform, not bolted onto a sidebar. It reads your live data — deterministic-safe out of the box — and gets sharper the moment you add your own AI provider key.
- Natural-language search & ask — “show my hot leads idle 5+ days.”
- One-click, context-aware drafts for intros, follow-ups, and replies
- Deal intelligence — health, risk, and the single best next action
- Works out of the box; add your own provider key in Settings for more
A pipeline that shows its work.
Kanban stages, weighted forecasting, and win-rate tracking turn a wall of deals into a clear read on the quarter — updated the instant something moves.
- Drag-and-drop kanban with custom stages per team
- Weighted + AI-assisted forecast, rolled up by rep or territory
- Win-rate and stage-velocity tracking, no spreadsheet exports
- Saved views and filters for every way your team slices deals
The busywork, running itself.
No-code trigger → condition → action rules assign owners, create follow-up tasks, and update fields the instant a record is created — so your team spends its time on the deals that need a human.
- Trigger on a new contact, lead, or opportunity
- Chain conditions and multi-step actions without writing code
- Assign an owner, round-robin a pool, create a task, and set fields in one rule
- Pairs with campaigns, templates, and landing pages out of the box
API-as-a-Service, not an afterthought.
The same engine that powers the app is yours to build on. Keys, OAuth apps, webhooks, and metered usage are first-class, so your developers ship integrations in an afternoon, not a quarter.
- Self-service API keys and OAuth apps — no support ticket required
- Webhooks with full delivery history, retries, and signing
- REST and GraphQL, with an isolated workspace to build against
- OpenAPI/Swagger docs and SDKs stay in sync with the API
Full CRM, in your pocket.
The native iOS and Android apps aren't a stripped-down companion — they're a first-class client of the same backend, same login, and same permissions as the web app. Both are in private beta today, ahead of their App Store and Google Play release.
- Contacts, pipeline, activities, and the GENE copilot on the go
- Push notifications for assigned leads and deal changes
- Same role-based permissions and MFA as the web app
- Offline-friendly caching for spotty connectivity in the field
Platform questions, answered.
Generate one instantly from the developer settings — no support ticket. Scope it, rotate it, or revoke it any time, and see usage per key.
API keys are for your own scripts and internal tools. OAuth apps are for building something a customer installs — a proper authorization flow with its own scopes, not a shared secret.
Yes — usage is metered per plan with per-key rate limits, plus usage analytics so you can see exactly what's consuming quota before you hit a ceiling.
Yes — custom objects let you define your own record types and fields with no code and no engineering ticket, alongside contacts, deals, and tickets.
Yes — chain trigger → condition → multiple actions in one rule, and pair it with campaigns, templates, and landing pages already on the platform.
No — it's a first-class client of the same backend, same login, and same role-based permissions as the web app, with offline-friendly caching in the field.
GENE drafts, suggests, and surfaces — a human confirms anything that sends or changes a record. It's deterministic-safe by default and gets richer once you add your own AI provider key.
The OpenAPI/Swagger docs are generated from the same schema serving the API, so they can't drift out of sync, and SDKs ship alongside every update.