Follow up where interest is already there.
Ask for deals over $20k that opened a payment link in the last 7 days, haven’t paid and haven’t been texted since.
Acquisity
Win customers without doing every job yourself.
AI agents research, reach out and book calls. Your team takes the sale forward.
Then run everything that comes next.
Find prospects → Start conversations → Book calls → Close deals → Keep the work moving
One connected business
Research your market, generate leads and turn interest into booked calls. Give your sales team the context to close, collect payment and start delivery.
Identify who needs your help and shape an offer around the problem they want to solve.
Your Cold Email Agent reaches potential buyers and tests messages to find what generates interest.
See each buyer’s questions, calls and deal history so your team can make a relevant follow-up.
Send a payment link from the deal and see when it’s opened and paid.
Use a payment to trigger onboarding tasks and assign the work to your team.
Find the right leads. See the whole conversation. Work the call list. Move the deal forward. Take the payment. Track commissions. Ask what’s working. Keep the next step moving.
Ask for deals over $20k that opened a payment link in the last 7 days, haven’t paid and haven’t been texted since.
Explore smart viewsAI-first CRM
Find the buyers showing interest, understand what matters to them and pick up exactly where the conversation left off.
Explore AI-first CRMAsk for deals over $20k that opened a payment link in the last 7 days, haven’t paid and haven’t been texted since.
See what the buyer asked, what was discussed on the call and what you agreed to do next.
Audience & offer
Research who needs your help, shape an offer around their problem and give your outreach a clear starting point.
Explore audience & offerCold Email Agent
Your Cold Email Agent contacts potential buyers, tests which messages earn interest and uses the results to improve the next campaign. Your team can focus on the prospects who reply.
Explore Cold Email AgentYour agent reviews campaigns daily and disables underperforming variants when there’s enough evidence to decide.
Once enough data is in, the agent pauses the campaign and creates the next one using what earned replies and what fell flat.
AI SDR
Your AI SDR answers buyer questions, checks whether they’re a fit and books a call with your team. When it needs a business detail, it asks you privately and learns the answer.
Explore AI SDRWhen your SDR lacks a business detail, it asks you privately. Your answer becomes knowledge it can use again.
Another buyer asks a similar question. Your SDR can answer from the detail you already shared.
And when it’s a fit
Your SDR answers questions, checks the fit and books a call. Your team picks up with the conversation already there.
Payments
Send it from the deal. See when the link is opened and the payment arrives, with the sale and next step close to hand.
Explore paymentsWorkflows & reporting
Let workflows handle the repeatable handoffs. Ask about collected payments and see the records behind the answer.
Explore Workflows & reportingSet up a workflow so a payment updates the deal and assigns the next task, without someone having to chase it.
Ask a question about collected payments and inspect the customer records behind the answer.
Built around the handoff
Trigger onboarding tasks when payment arrives, with a clear owner for each step.
Use the buyer’s questions and call history to follow up on what matters to them.
Keep the payment link and collected cash connected to the deal.
THE BIGGER PICTURE
Start with acquisition and sales.
Connect what comes next.
An audience, an offer, a conversation.