One platform. Three apps. An AI assistant that actually runs your business — it doesn't just chat about it. Sales, Service, and Time Management on a single metadata-driven foundation.
Same AI layer. Same security model. Same data plane. Different jobs.
Pipeline-to-cash with an AI co-pilot. Talk to your pipeline instead of clicking through forms.
Cases handled with discipline — queues, SLAs, and a knowledge base your AI agent actually uses.
Where your team's hours actually go — projects, assignments, and timesheets in the same workspace.
Agents, governed actions, PII redaction, and knowledge retrieval — built into the platform, not bolted on.
Most CRMs added a chatbot. We started from "what would a CRM look like if AI agents were a first-class actor?" and worked backwards.
Not Q&A bots. Real tool calls. Create an opportunity, advance a stage, log a meeting — from a single sentence, with confirmation on writes.
Row-level security on every business table. Per-tenant isolation. The AI acts as the signed-in user, so permissions and audit trails behave correctly.
Salesforce connector, inbound and outbound webhooks, imports, and API clients — your data flows in and out without lock-in.
Sensitive data is redacted before it reaches the LLM. Input/output guardrails and per-tenant AI usage quotas ship by default.
Forms, sections, fields, custom JSONB — everything is configurable without ALTER TABLE or redeploys.
We ship in slices. Sales, Service, and Time Management are live today — including Quotes, Orders, and CPQ.
Sales, Service, and Time Management are full apps you sign into today. Each is built on the same platform primitives — and your tenant only sees the apps in its plan.
Per-app agents reason over governed topics and actions. Writes require confirmation, PII is redacted, and every tool call runs as the signed-in user.
PostgreSQL with RLS, plan-based entitlements, audit log, and field history. The boring layer that makes the rest safe.
We're onboarding design partners. Tell us what you sell and which apps matter — we'll get you provisioned.
