Turn your CRM into a decision engine
Ask questions in natural language, automate follow-ups, and keep data clean without manual busywork.
CRM Copilot
Ask your CRM anything: who to prioritize, what to do next, and instant summaries.
Smart Automation
AI workflows: document extraction, personalization, and proactive tasks that run automatically.
Data Quality & Insights
Enrich records, detect anomalies, dedupe intelligently, and deliver insights you can trust.
AI That Elevates Your CRM
Three building blocks: copilot, automation, and data quality.
CRM Copilot
Ask your CRM and get clear answers in seconds.
- Lead prioritization with scoring you can explain
- Next-best-action recommendations
- Instant summaries of deals and contacts
- Natural-language updates to contacts, deals, and tasks
Smart Automation
Automate follow-ups and personalization with AI, powered by your CRM and documents.
- Document extraction mapped to CRM fields
- Personalized sequences triggered by CRM events
- Churn prediction plus automatic tasks when deals stall or replies are missed
- Approvals and full audit logs for sensitive updates
Data Quality & Insights
Make your CRM data cleaner, more consistent, and more actionable with AI.
- Automatic enrichment of contacts and accounts
- Anomaly detection across pipeline signals
- Smart deduplication and merge suggestions
- Automated insights and reporting to guide decisions
Integrations
Connects with all the apps you need: Zoho, HubSpot, Zendesk, Microsoft Teams, Google Workspace, and more to make your business run smoothly.
CRM + AI: Your Questions Answered
How we deploy, integrate, secure, and measure AI value inside your CRM.
Ready to put AI at the heart of your CRM?
Add a copilot, automation, and data-quality insights to turn your CRM into a growth engine. Let’s design the fastest wins together.
Ready to Upgrade Your CRM?
Go live in days with a copilot, automation, and data quality insights.