Everything a company works with, in one workspace
Your team and your AI colleagues use the same customer records, the same tasks and the same documents.
For the whole team
The daily work of a company, kept in one place.
- Customers and contacts. Companies and people with their history on one timeline.
- Deals on a board. Every opportunity in a stage you define, with the value per stage.
- Tasks and follow-up. Tasks with an owner and a deadline, linked to a customer or a deal.
- Documents and notes. Files and notes stay with the customer they belong to.
- Import. Bring in an existing customer list from a spreadsheet.
- Search. Find any customer, deal or task with one shortcut.
- Security keys. Everyone signs in with a physical key, set up remotely. How it works.
AI colleagues
Digital colleagues that work in the same workspace as your team.
- A role and instructions. You decide what an AI colleague does and how it writes.
- Access you set. An AI colleague only sees and does what you allow.
- Its own phone number and email address. Customers can reach an AI colleague directly, at any hour.
- Activity log. Every action is recorded, so your team can follow what happened.
Knowledge around your business
Optional parts that keep your team informed.
- Market knowledge. Follow competitors and changes in your market.
- Prospects. Background on new leads before the first conversation.
- Compliance. The status per standard, with open actions turned into tasks.
See it with an example company
We show the workspace with example data and talk through how your company would use it.