Everyone is working hard.
No one is working together
Marketing
Never knows which campaign actually closed the deal—they just throw leads over the wall and fly blind on ROI.
Sales
Drowning in unqualified leads and manually copy-pasting contracts instead of actually driving revenue.
Finance
Wastes days manually re-entering data into invoices instead of chasing outstanding debt and managing cash flow.
Product
Executes blindly without context on what was promised, leading to endless revisions and frustrated clients.
CS
Treats returning VIPs like total strangers, missing the easiest upsell opportunities in the book.
Time to unite your customer operations
Know exactly which ad drives revenue, not just clicks
Auto-Tracking Setup: Instantly generates unique utm_id links for every new Ad Creative, ensuring no lead enters the system without a source.
The Sales Handoff: When a lead submits the webform, the system creates a Customer record in Sales, carrying the “Nordic Villa” preference context so the rep knows exactly what to pitch
ROI Feedback Loop: As deals close in Sales, the revenue data flows back to the original Marketing Ad object, automatically updating the campaign’s “Realized ROI” in real-time.
Zero lead leakage. Clean data handoff to Finance.
Smart Assignment: Auto assigns via weighted round- robin. If a new lead sits untouched for 2 hours, the “Auto-Reclaim” rule reassigns it to ensure speed.
AI Meeting Intel: The system integrates with the Call Center to record conversations, using AI to auto-summarize transcripts and log key insights.
Accounting Handoff: Moving the status to “Contract Prep” automatically triggers the creation of a Draft Contract in the Accounting space
Secures cash to unlock project execution.
One-Click Contract: Auto-generates a PDF contract from a Google Doc template, populating client names and terms instantly.
Auto-Split Receivables: Generating the contract automatically creates three linked Invoice records (Deposit, Progress, Final) with specific due dates.
Ops Handoff: The moment the bank confirms the deposit via webhook, the Invoice marks as “PAID”, triggering the Master Project launch
Connects field reality to prevent errors.
Site Limitation Blocker: A field worker’s QR scan report (e.g., “Old Brick Wall”) blocks the project workflow and alerts the design team instantly
Context-Aware Design: The Design Object is updated with these limitations, ensuring architects cannot ignore field constraints
Success Handoff: Marking the Master Project as “Completed” records the launch date and automatically triggers the “After-Sales” workflow
Turns finished projects into recurring revenue.
Auto-Loyalty Reward: Instantly calculates a voucher value (e.g., $500) based on project spend and emails it to the client
Recurring Care: Automatically schedules an “After-Sales Care” object for 6 months later, prompting the team to check in
The Upsell Connection: If a check-in reveals a new need, the system loops back to create a New Opportunity record in Sales
Automate end-to-end
23+ rules running the show: across teams, in-app, and out-to-world.
(+ add any rules)
A visual, drag-and-drop engine. Connect any trigger, flow logic to any action to create custom automation without writing a single line of code.
Smart Link Builder
Auto-generates unique tracking links to pinpoint exactly which ad, event or partnership campaign brought the customer in.
Instant Lead Capture
Webhooks capture form submissions and create CRM’s Customer records instantly, eliminating manual typing errors.
ROI Revenue Sync
Automatically updates ad performance with real revenue data the moment a deal is closed
Sales routing
Distributes new leads round-robin style to the rep with the most capacity immediately
Instant Telephony
Triggers the call center directly from the CRM interface, auto-logging the timestamp and recording without manual dialing.
Lead Rescue
Reassigns leads to a new rep if the first owner doesn’t act within 2 hours
Meeting Sync
Sends Google Calendar invites and syncs Meet links to the customer record automatically
AI summaries
Fetches recordings and saves AI-generated summaries to the deal note immediately after the call
One-Click Handover
Converts the won opportunity into a formal contract object for Finance without copy-pasting
Instant Doc Gen
Pushes customer data into templates to generate and attach Docs/PDF contracts automatically
Auto-Payment Plan
Automatically generates deposit and progress payment schedules based on the signed contract value
Generate payment QR
Generates unique banking QR codes for specific amounts to ensure 100% accurate reconciliation
Issue E-Invoices
Sends payment data to your e-invoice provider to generate and issue the official VAT invoice with a single click.
Win Celebration
Automatically posts a victory message to the Sales chat channel to congratulate the team when a deal closes.
Project Kickoff
System creates implementation project, assigns resources, and schedules kickoff. Account manager and delivery team notified.
Smart Task Breakdown
Auto-generates the correct sub-tasks (e.g., “2D Layout,” “3D Concept,” “Technical Drawing”) based on the specific design package sold
Field Checklists
Pushes mandatory site inspection checklists (e.g., “Plumbing Test”) to the supervisor’s mobile app the moment a construction phase begins.
Auto-Scheduled Care
Automatically creates a recurring check-up schedule (e.g., “3-Month Warranty Visit”) the moment the project is handed over
Context Inheritance
Support tickets inherit all project files and warranties, so agents never ask “what did you buy?”
The Churn Shield
Alerts Account Managers to pause renewal pitches if a “High Priority” ticket is open
The Growth Loop
Resolving a ticket with high satisfaction automatically notifies Sales to pitch the next upsell
Form any dynamic collaboration room
One customer. One unified truth
Don’t let tools divide your team. Align everyone around the entire customer journey today.
