Upcoming Features
Unlock powerful CRM features to enhance your productivity.
We're building these features based on what our customers have asked for. They'll roll out with no extra setup needed on your end. Contact Synchronization keeps your contacts the same across devices, and Contract Management gives service businesses a way to track work that's currently done on paper or in spreadsheets.
The AI Assistant will help your team write follow-ups and flag leads that need attention, so there's less manual work. The B2B Platform and Tally integration are for businesses that need better accounting and dealer-network tools built into their CRM.
Contact Synchronization
Keeps your contacts the same across all your devices automatically.
Contract Management
Track service contracts that currently live on paper or in spreadsheets.
AI Assistant / Reporting
Helps your team write follow-ups and flags leads that need attention.
B2B Platform
Better dealer-network tools built directly into your CRM.
Tally Integration
Better accounting workflows connected straight to your CRM data.
Ecommerce for Customer (B2B / B2C)
A dedicated storefront so customers can order directly, for both business and retail buyers.