For sales teams of any size: manage leads and opportunities in one place, with quotes and orders in Advanced Sales. Try Sales, Service and the AI assistant free for 90 days, then choose the plan that fits. Every plan includes AI.
Want a conversation first? Call us about features, plans or a walkthrough before starting a free trial.
+1 (224) 576-0136 Calls are recorded and transcribed. Share contact details only if you want sales follow-up.Sales Automation and Service Console share accounts and contacts. Try both free for 90 days, then choose Basic Sales, Service, Advanced Sales or One CRM.
Leads, deals and activities for teams of any size, with quotes and orders in Advanced Sales. Every plan includes a daily AI allowance; the free trial includes a smaller one.
Case handling, queues, SLAs and knowledge. Available in the Service and One CRM plans, and in the free trial.
Optional assistants, confirmed CRM actions, and configured knowledge retrieval. Availability depends on your plan and setup.
From qualifying a lead to handing an order to finance, build the steps your team follows and the actions that happen automatically.
Design visual guides and business automation. Start from a record, a record change or a schedule. Create tasks, route ownership, request approval and pause until it is time to continue.
Explore Guided ProcessesSend selected CRM data to configured business systems from record events or a Process. Map fields, track delivery, and see whether the receiving system accepted the handoff.
Explore integrationsAutomation is included in every workspace, with no separate automation license or active-process cap. Your permissions, workspace capacity and execution limits still apply.
Keep customer context, team workflows, and optional AI assistance in one workspace.
Not Q&A bots. Real tool calls. Create an opportunity, advance a stage, log a meeting — from a single sentence, with confirmation on writes.
Configure who can view and change workspace data. Signed-in CRM assistant actions enforce user permissions.
Monitor integration deliveries, investigate failures and retry when appropriate. Connections, data mappings and receiving systems are configured for your business.
Configure detection and redaction for supported sensitive data, input/output guardrails and AI usage limits.
Configure fields, forms and visual Processes to match how your team works. Custom requirements may need implementation support.
Try every app for 90 days with sample data, then move to the production plan that fits your team.
Sales Automation and Service Console share customer context. Your workspace includes the apps and features enabled for its plan.
Assistants use configured topics, actions and knowledge. Signed-in CRM writes require confirmation and enforce user permissions; privacy policies control supported PII redaction.
Manage access, enabled features, and supported record history from a shared administration layer.
Pick your workspace name and verify your email. Our team then sets up your trial workspace with every app and sample data. Prefer a conversation first? Talk to our team.
