CRM

Built-in Customer CRM

Manage your contacts with custom fields, sales pipelines, segments, and activity tracking — all updated automatically by your AI agents.

Custom Fields

Define typed fields (text, number, date, select, multi-select, email, phone, URL) with validation and i18n labels.

Sales Pipelines

Visual Kanban pipelines with drag-and-drop stages. Track every deal from first contact to close.

AI-Editable Fields

Your AI agent updates contact records during conversations. No manual data entry needed.

Smart Segments

Build reusable filters to segment contacts by any field, tag, or behavior. Target campaigns precisely.

Activity Timeline

Every interaction logged automatically — messages, calls, emails, field changes. Full customer history at a glance.

Contact Files & Media

Attach documents, images, and files to contact profiles. Everything organized in one place.

DL
David Levy
david@techstartup.io
Qualified Lead
Pipeline Stage
Qualified3 of 5
Custom Fields
CompanyTechStartup Ltd.
Deal Value$12,500
IndustrySaaS
Next Follow-upSep 30, 2026
Recent Activity
AI updated Deal Value10m ago
Email reply sent1h ago
WhatsApp message received3h ago

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