Everything below is a sentence, not a screen. Your AI does the clicking that never existed.
Companies, people, deals, notes, activities — created, updated, merged and reported on by asking. Need a field that doesn’t exist? Say so; it exists. How the model molds to you
Add, update, dedupe, merge. Additive records file instantly with receipts; loose matching means “Acme” finds Acme Industrial LLC.
Stages, values, close dates, next steps. Ask for the forecast, the slippage, or the win rate by any cut of the data.
Every call, meeting and email lands on the record. Brief-me-before-the-meeting pulls it all back in one ask.
“Prospects scored 70+ we haven’t touched in 30 days” — a segment that maintains itself as the book changes.
Your AI researches a list with its own web tools, then files up to 100 records in one call — deduped, never overwriting.
Weekly report, what changed since yesterday, territory coverage — computed live when you ask, not built on a Monday.
Set up in a sentence. Sends go as you, from your Gmail, threaded — inside your quiet hours and daily caps. A reply stops the run instantly, every time.
What changed, why, asked by whom — permanent, and undoable where undo is honest.
Anything send-adjacent waits for you — one click from your inbox or Slack. The AI can never approve its own work.
“Never email a prospect on Fridays. Keep outreach short.” Said once, honored by every seat, forever — until you change it the same way.
Pricing follows your records and volume — not how many humans log in, because nobody logs in.
Reads answer in one network hop and every answer reflects the current state of the workspace — no stale caches, no sync jobs. How the engine works