Sales & CRM
Sales & CRM
A pipeline that fills itself — from your website chatbot straight into stages your team works.
- Contact & deal pipeline
- Chatbot-captured leads
- Appointments & calendar
- Support desk with snippets
Contacts, companies and deals
Every record links by the customer, never by name: quotes, invoices, orders, tickets and calls land on the same timeline.
Leads from every door
Website chat, landing-page forms and imports create contacts at the lead stage and route them to an owner.
Quotes customers sign online
Branded quotes with online acceptance; an accepted quote becomes the invoice and the order.
Meetings and visits
Appointments, booking pages and visit notes — dictated to the copilot after a meeting if you like.
Works together with
See it on your own data
A trial workspace comes with every module, the copilot and the website assistant.