Pipeline Management
Drag and drop
Trigger events on sales stage changes
Link multiple pipelines
Complex sale capabilities - multiple contacts and roles per sales opportunity, org charts, decision influence mapping.
AI identification of existing contacts to add to pipelines.
AI optimization of automations, triggers, stages and more.
Contact Management
Fully customizable layout - fields, panels and boards
Call recording and transcription
AI call and meeting summaries
AI drafted email responses
AI recommended next steps
AI tips and messaging
Dashboards
Beautiful charts and graphs
AI recommended charts
AI prompt chart creation
Campaigns
AI create templates - text, design and images
AI optimization
AI automation
Documents
Account level documents
Contact level documents
System level documents
AI informed recommendations and messaging
Q2 2026
Phone Integration Improvements
Automatically show call logged even when not initiated in app
Compare phone call log with contacts
Match on all phone type fields or allow user to select fields to match on or matching on Phone and Mobile Phone.
Voice Commands for Sales Reps
POST CALL/MEETING FOLLOW UP
Allow user to speak commands for common post customer contact actions (auto prompt based on summary)
Schedule Call/Task - user speaks type, date, time, regarding and contact
Send Email - user can speak single email campaign names to send.
Add to Campaign - user can speak campaign names to apply.
Send Calendar Invite - user can speak contact, date, time, subject, description, and meeting link to include.
Integrations
Make and others
AI coder to connect apps via API
