AI deal summary
The essence of the deal, key risks and the recommended next step: based on the title, description, amount, client and pipeline stage.
AI assistants
Artificial intelligence built right into CRM cards. One button, and the AI analyzes a deal, qualifies a lead or drafts a reply to the client. No copying data into external chats.
AI lead qualification
The AI scores lead quality before it reaches a manager: is it worth the time, and how to open the conversation.
AI reply suggestion
Paste the client's message: get a ready-to-send reply. One click on “Insert into reply” and the text is in the field.
Two models to choose
Claude or ChatGPT: pick the vendor per request, right at the moment you ask.
Right in the card
AI actions live in the deal and lead cards: generate, regenerate, copy, in a couple of clicks.
Context from the CRM
The model automatically receives the currency, amount, client, stage and deal date: answers are substantive, not generic.
AI document wizard
A proposal or invoice template from a task description, refined by your comments.
1,000 requests in Pro
A pack of AI requests is included in the Pro plan for the subscription period.
Usage tracking
The owner sees how many AI requests were used and on what.
Other capabilities
All featuresReady to sell more?
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