Live
Customer 360
Every contact, company and conversation in one profile — email, calls, bookings and deals on a single timeline. Free on every plan.
Specialist agents
Sales & Growth
See the customer, the deal and the next step together. Prepare outreach with context and review it before it reaches anyone.
The work, in context
Customer history and deal notes are often separated from the conversation. Keep the next action visible without pretending follow-up has already happened.
- Keep customer details and conversation history together
- Move deals through stages with value and next steps
- Prepare customer outreach drafts for review
- Let clients choose from your configured booking availability
What is inside
Each card carries its real status. "Approval required" means the step lands in your work queue and cannot act until you say so; the labels are defined on the platform page.
Live
Sales Pipeline
A drag-and-drop board of your open deals, with stage, value and next step visible at a glance. Free on every plan.
Live · Approval Required
Customer outreach drafts
Writes follow-ups, replies and outreach for the people waiting on you, ready for your review before they go out.
Live
Appointment Booking
Publish your real availability and let people book you directly, with reminders sent automatically. Free on every plan.
Pipeline tracking does not automatically follow up with customers. Outreach is drafted for review; booking requires you to configure real availability.
The rest of the picture
Each pillar is one view of the same system. Start anywhere, or read how the platform fits together.
Executive Operations
Briefs, meeting notes, inbox priorities and tracked work.
Read moreMarketing
Campaign drafts, email audiences and connected ad analysis.
Read moreResearch & Intelligence
Scoped research and findings for review.
Read moreCustomer Support
Connected inbox triage and reviewable reply drafts.
Read moreFinance & Administration
Spend summaries, proposals, invoices and administrative tasks.
Read moreThe whole platform
NOVA, the specialized workforce and the approval gates that sit in front of every outward action.
Read moreExplore Sales & Growth
Review the work against your own records and decide which connected capabilities fit your organization.