Everything your teamand your agents need.
A sales CRM for pipelines, deals and companies, an MCP server so AI can run it, and the inbound and outbound tools that fill it: forms, booking pages, AI qualification, sequences, workflows and analytics.
CRM and AI
One CRM. Built for your agents.
Pipelines, deals and companies your team works in, and an MCP server so Claude, ChatGPT and your own agents can set it up and work it too.
Discovery
8
Demo
5
Proposal
3
Won
2
CRM
Pipelines, deals, companies, tasks and notes, with the fields, rules and roles your team needs.
Set up our pipeline and move our leads over.
create_pipelineNew business, 5 stagescreate_crm_fieldDeal field: Seats (number)import_contacts412 contacts from leads.csv
MCP server
Connect Claude, ChatGPT, Cursor or your own agents with OAuth and let them run the CRM.
Company research
Vertex Labs · B2B software · 120 employees
Reasoning
Fits your ICP on industry and size, and asked for a demo this quarter.
AI qualification
Classify every inbound lead against your ideal customer profile, with reasoning you can read.
Contacts
Every lead on one record, with lifecycle stage, lead score, lists and the tools to keep it clean.
Open deals
$48,000
Contacts
6
Employees
120
Companies
Accounts with their people, open deal value, notes and tasks on one record.
Deals
Deals moving through pipelines you design, with quotes, renewals and rules for every stage.
Inbound
Capture and qualify. Then book the call.
Forms and booking pages that only offer your calendar to the leads you want, and land every contact and meeting in the CRM.
Question 3 of 6
How big is your team?
Forms
Standard forms and conversational Flows that ask one question at a time.
Scheduler
Booking pages that check real availability and create the meeting with a video link.
Outbound and automation
Reach out. Follow up. Automate the rest.
Sequences that stop when someone replies or books, a dialer for working through call lists, workflows that start on any record change, and analytics for the pipeline and every form.
Sequences
Email and SMS campaigns from your own address and number, sent to lists or enrolled by workflows and agents.
Dialer
Call through a saved contact view from your browser with a script on screen, AI coaching after each call and every outcome on the contact.
- Meeting bookedTrigger
- Enrich with Clay
- Create deal in New business
- Create task: prep for the call
- Notify #sales in Slack
Workflows
A visual builder that runs on submissions, bookings and deal stage changes.
Win rate
42%
Avg. won
$18.4k
Days to close
34
Pipeline by stage
Analytics
Sales dashboards, goals, a forecast and ask-a-question reports, plus every form’s funnel.
Plus everything else
Ready to get started?
Connect your AI assistant and it sets up the CRM with you. Your whole team is included on every plan.
Unlimited seats · MCP access on every plan · Set up by your AI assistant