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CRM & Sales

The relationship core, adaptable to your deal flow.

• Leads, contacts, and account management
• Customizable pipelines (Orders, Agreements, Applications, Bookings, Subscriptions, Service Requests, Procurements, Engagements, Commitments, Signups, Allotments)
• Imports, exports, and de-duplication
• Sales analytics and lead reporting

Communications

Calls, video, messaging, email — unified on customer records.

• RingCentral integration for business phone and SMS
• Native HD video conferencing (Janus WebRTC) with recording, screen share, breakout rooms, E2E encryption — KamoMeet
• Email integration with Google Workspace, Microsoft 365, Zoho Mail, Exchange, IceWarp, and custom IMAP/SMTP
• Real-time team messaging with presence
• Calendar sync via CalDAV

Email Marketing

Campaigns and drips that read straight from your CRM, unlimited on Business and Enterprise.

• Broadcast campaigns to leads, accounts, applications or an uploaded list, with merge fields and scheduling
• Automated drips with 14 triggers, send windows in each contact's time zone, and open and click conditions
• Sending domain setup with live DNS checks, DKIM signing and a 14-day warm-up
• Bounce, complaint and unsubscribe handling, with one-click unsubscribe on every email

Documents & Knowledge

Work together on documents, capture institutional knowledge, and put AI on top.

• Real-time collaborative document editing
• Secure file storage (MinIO) and media library
• Knowledge base with approval workflows
• Version control and history

AI

An assistant grounded in your knowledge base, not a generic chatbot.

• AI chat assistant
• RAG-powered semantic search across your knowledge base and data
• Predictive insights and recommendations

Admin, White-Label & Security

Multi-tenant from day one, with your brand on every surface.

• Multi-tenant organizations with department and team management
• Role-based access control (RBAC)
• Single sign-on: Google, Microsoft, Apple
• Full white-label branding (logo, colors, domains, email)
• Per-organization feature toggles
• End-to-end encryption on video and data at rest
• SOC 2 and GDPR aligned; 99.9% uptime SLA
• Kubernetes-native (RKE2) on YugabyteDB

Billing & Commerce

Billing for customers who resell or charge through the platform.

• Stripe billing integration
• Subscription and one-time charge handling
• Commerce and market pipelines

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