Features · Fill · Nudge · Coach

Everything your
AI sales manager does.

Grouped by the three things it does for you — fills the CRM in, nudges your team, and coaches them — plus the foundation that makes it work anywhere. 21 capabilities, all shipped.

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Fill · Nudge · Coach · 30 seconds
Fill

It fills the CRM in for you.

Capture and enrichment, automatic. A voice note, a business card, a web lookup — the record writes itself, scored and ready, without a rep typing a form.

01 · Fill

Voice-first capture

A 15-second voice note becomes a transcribed activity, an updated score, a follow-up task, and a draft email — automatically, in 100+ languages.

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02 · Fill

Account & contact management

Unlimited custom fields with conditional visibility, validation, and per-workspace defaults. Lead Pool, dedup, bulk import — and web enrichment fills the gaps.

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03 · Fill

AI lead scoring

0–100 conversion probability with A/B/C/D grade and a one-line reason. Reads the entire history, not a spreadsheet formula.

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04 · Fill

GPS & field capture

Geofenced check-ins, route replay, photo proof, device metadata. The visit logs itself, verified.

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Nudge

It chases the work so nothing slips.

When a deal goes quiet, the AI nudges the rep on their channel, escalates if ignored, and keeps the pipeline moving. It even drafts what to send.

05 · Nudge

AI draft assistant

Tailored follow-up emails in 8 languages with tone control. Reads client history; ready to send in a click.

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06 · Nudge

Pipeline management

Kanban + filterable list. Separate Lead Gen and Sales pipelines. Stage-based automations. Forecast per stage.

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07 · Nudge

Tasks & follow-ups

Auto-created from AI-extracted action items. Smart reminders. Overdue escalation across WhatsApp, email, push, and in-app.

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08 · Nudge

Email & campaigns

Drip sequences, conditionals, two-way sync. Auto-exit on reply. Reply intelligence classifies inbound and acts.

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09 · Nudge

Proposal generation

Reusable templates, product bundles, discount approvals, branded PDFs, open-tracking, version history.

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10 · Nudge

Background automations

Idle-deal escalation, lead re-engagement, recycle, win-back, daily digests, stuck-deal alerts — durable, observable, configurable.

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Coach

It keeps the team on track.

A live risk dashboard, AI coaching reports, and honest performance tracking — so managers review instead of chase, and reps get better.

11 · Coach

Team analytics & reports

Per-rep drill-down, AI coaching reports (strengths, concerns, coaching points), quality signals, target vs. actual.

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12 · Coach

Deal forecasting

Win probability, time-to-close, and a specific next action — surfaced from the signals already in the deal.

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13 · Coach

Attendance & honesty checks

One-tap GPS in/out matched against client locations. Desk-entry detection flags records typed at a desk, not the field.

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14 · Coach

Org hierarchy & scope

Visual org chart. Cross-cutting grants. Database-enforced — managers see their team, reps their work, founders everything.

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Foundation

No lock-in. No surprises. Ready everywhere.

Bring your own AI keys. Send branded email with no DNS setup. Eight languages, multi-workspace separation, and an AI bill you can always see.

15 · Foundation

AI credits or BYOK

Start instantly with included AI credits, or plug in your own provider keys for zero markup. Switch anytime, per-workspace.

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16 · Foundation

AI usage dashboard

Live spend per provider, per task, per day. Set budgets. Audit every call. No black box.

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17 · Foundation

8 languages, RTL-ready

UI in 8 languages. Voice transcription in 100+. Structured outputs normalized to English for consistent reporting.

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18 · Foundation

Ask in plain English

Natural-language search: type what you want — "deals over $50K not contacted in 30 days" — and get the list. (Rolling out.)

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19 · Foundation

Multi-workspace

Per-brand pipelines, custom fields, branding, and email domains. One login, many workspaces.

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20 · Foundation

Shared sending domain

Send branded email on day one without DKIM/SPF/DMARC setup. Upgrade to your domain when ready.

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21 · Foundation

Login without email

Field staff and drivers log in with a username, not a mailbox. Admin sets the password directly.

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Fill · Nudge · Coach

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