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CRM & Sales

Close more, with AI on every deal.

Pipelines, quotes, contracts and email in one CRM. Forecasts built from your real pipeline, and an Ami sales agent that qualifies leads and drafts outreach.

CRM · Q4 Pipeline · 4 deals · $580.7k weighted

Acme · Q4 pipeline

Synced 2 min ago
Pipeline value
$1.42M
↑ 12.4%
Weighted
$580k
↑ 8%
Win rate
42%
↑ 3 pts
Avg cycle
23 days
↓ 4 days

Illustrative sample data — not customer results.

Why teams switch

Built for revenue teams who'd rather sell than admin.

Weighted forecast & next steps

Every open deal is weighted by its stage probability, and leads going stale are flagged with a suggested next step.

Follow-ups on stage changes

A deal changing stage can trigger a workflow that sends a templated email or creates a task, and the sales agent drafts outreach for you to review.

Forecasts from your real pipeline

Built from your open deals, their values and stage probabilities — not a separate spreadsheet.

Quote → contract → cash

Quotations, contracts with signature capture, and invoicing in one tool.

Inbox + sequences, native

Email and sequences live inside the CRM.

Clean data, automatically

Keep contacts and companies on one record.

A typical week

From input to outcome — without you babysitting.

1
Trigger
Lead lands
Added by hand, from a CSV import, or through the API.
2
✦ Ami
Qualifies & drafts
The sales agent helps qualify the lead and drafts an intro email for you to review.
3
AE
Reviews & follows up
Replies sync in from Gmail, and sequences pause when the contact replies.
4
CRM
Closes the loop
Won deals stay linked to the client record for projects and invoices. Lost? Reason logged.
CRM · FAQ

Frequently asked

HubSpot contacts, companies, deals and activities can be imported one-way, and leads can be imported from CSV. Other CRMs aren't importable yet.
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