CRM, a threaded inbox, rooms, prospecting, and AI you can run anywhere — one instant, local app. Pick a lane, or scan the full list below.
Companies, Contacts, Leads with a capture form, custom entities, an Opportunities kanban with weighted forecast, Deep Dive per account, commission visibility, and a Report Engine with Deal Reports.
Gmail & Outlook direct sends, sync only what's in your CRM, templates, sequencing, scheduling, open & click tracking, reply triage, and email analysis.
Every message, attachment, participant, and meeting link on one conversation — bucketed by company, color-coded, filed to your machine.
Prospect, customer, partner, and team rooms — Q&A, embedded events, chat, and shared account lists across teammates.
Clipper on any webpage, drag-and-drop to add and organize, Lighthouse audits, ICP fit scoring, call transcripts, and memory.
Three-variant drafting from your data, custom-prompt AI evaluation, and a choice of where it runs — cloud, your machine, or your private servers — with a full egress ledger.
Salesforce, HubSpot, Gmail, Outlook, Lighthouse, your desktop, and a local document repository — pulled into your CRM, not pooled in a cloud.
AES-256-GCM at rest, scrypt App Lock, signed builds, deny-by-default transport — and no server holding your CRM.
Companies, Contacts, Leads with a capture form, custom entities, an Opportunities kanban, weighted forecast, Deep Dive workspace, commission visibility, organization structure, drag-and-drop to add and organize, Report Engine, Deal Reports.
Threaded inbox, sync only what's in your CRM, Gmail & Outlook direct send, templates, sequencing, scheduling, open & click tracking, engagement overview, reply triage, email analysis.
A sales room per account: mutual action plan, pricing, docs, Q&A on one link — with per-person engagement (invite opens, doc opens, video plays, sections read), live presence, tracked personal invites, a daily digest, and team views that never pollute the numbers.
Custom-prompt AI evaluation, cloud / on-device / private-server routing, AI egress ledger, three-variant drafting, reply triage, comp-plan parsing, and memory that recalls across your data.
Clipper on any webpage, Lighthouse audits as openers, ICP fit scoring, call transcripts, and drag-and-drop capture from anywhere.
Sixteen triggers (new lead, deal won or lost, zone activity, bounces, no-touch timers…) and eighteen actions (enroll, task & assign, enrich, send template, AI prompt, webhook…) — with a visual flow, a dry-run Test, per-rule approval, and an honest run log.
Tracking on your own domain, one-click unsubscribe (RFC 8058), a compliance footer on every send path, bounce recovery that promotes the next address, and reply detection that pauses the sequence.
Day and week views, per-rep sequencing analytics with honest rates (self-opens discounted, auto-replies filtered), stored AI reads labeled with the exact view and date, and win/loss reasons where they belong.
Morning, Mid-Day, and End-of-day debriefs, notes that become tasks and events, and integrations across Salesforce, HubSpot, Gmail, Outlook, Apollo, Lighthouse, your desktop, and a document repository.