Unlimited Users - Simple Pricing

Instant Answers to CRM, Customer, and Campaign Questions

Fully Connected to Your CRM Data for Real-Time Information

Step-by-Step Guidance with Linked Videos and Transcripts

Dedicated Private Knowledge Base for Internal Team Support

Upload Training Guides, Policies, and Brand Guidelines

Simple Checkbox to Enable Your AI Website Assistant

AI Website Assistant Educated Directly from Your Knowledge Base

Deliver Consistent, On-Brand Replies to Website Visitors

Real-Time Customer and Team Support Without Human Intervention

Always Improving with Ongoing Updates and Enhancements

Unlimited Custom Fields for Comprehensive Data Capture

Tabbed Layout for Streamlined Record Navigation

Complete Record Timeline with Every Interaction History

Fullscreen Pop-up for Detailed Record Viewing

Real-Time Data Synchronisation for Up-to-Date Information

Customisable Views for User-Specific Needs

Shared Record Ownership for Collaborative Handling

Direct Access to Linked Records for Quick Reference

Advanced Search and Filtering for Efficient Record Retrieval

Secure Data Sharing with Detailed Permission Setting

In-Depth Record Analytics for Enhanced Insight

Integration with Drive for Easy File Access and Management

Pipeline Views to Understand Sales and Client Progress

Multiple Contact Details in a Single Record

Email Subscriber List Management for Each Contact

Online Status Notifications to Track Record Website Engagement

Easy-to-Use Notes and Document Attachments for Comprehensive Record Keeping

Unlimited Custom Workflow Creation for Streamlined Processes

Trigger-Based Actions for Sales, Marketing, and Support

Automated Email Responses for Efficient Communication

Task Automation for Enhanced Productivity

Lead Nurturing Sequences to Progress Prospects Through the Funnel

Event-Driven Alerts and Notifications for Immediate Updates

Conditional Logic for Tailored Automated Actions

Automated Data Entry and Update Rules

Automated Drip Campaigns for Nurturing Leads and Clients

Customisable Templates for Quick, Professional Emails

Super Easy Campaign Initiation for Fast Deployment

Detailed Email Analytics for Insightful Engagement Tracking

Easy List Segmentation for Targeted Communication

Subscriber Management to Maintain a Clean Email List

Scheduled Email Delivery for Timed Campaign Executio

Robust Spam Management to Maintain Deliverability

Interactive Email Elements for Enhanced Engagement

Dedicated IP Option for Improved Email Reputation Management

Unlimited Email Campaigns for Extensive Marketing Reach

Mobile-Optimised Email Templates for Device Compatibility

Unsubscribe Management for Compliance and List Health

Email Personalisation Tokens for Customised Messaging

Customisable Scoring Criteria for Tailored Prioritisation

Dynamic Scoring Based on Interactions and Engagement

Real-time Score Updating for Up-to-Date Insights

Integrated View within CRM for Complete Client Overview

Automated Scoring Adjustments Based on Set Parameters

Visual Scoring Indicators for Quick Assessment

Scoring Segmentation for Focused Marketing and Sales Efforts

Easy Filter of Scored Lists for Targeted Campaigns

Scoring Insights to Enhance Client Relationship Management

Individual Contact Page Visit Tracking for Deeper Insights

Automated Actions Triggered by Web Activity

Real-Time Analytics Dashboard for Immediate Data Access

Behavioural Pattern Analysis for Enhanced Engagement Strategies

Conversion Tracking from Web Visits to Sales

Integration with Lead Scoring Based on Web Behaviour

Detailed Reporting on Contact's Web Engagement

Time-on-Page Analysis for Website Optimisation

Integrated Video Conferencing for Direct Client Communication

Real-Time Screen Sharing for Collaborative Working

Easy Access within CRM Environment for Seamless Interaction

High-Quality Video and Audio for Clear Communication

Multi-Participant Capability for Team Meetings and Client Calls

Secure and Private Meeting Rooms

User-Friendly Interface for Effortless Setup and Use

Advanced Duplication Detection Algorithms for Data Integrity

Customisable Rules for Identifying Potential Duplicates

User-Friendly Interface for Reviewing and Merging Duplicates

Flexible Settings to Define What Constitutes a Duplicate

Automated Merge Suggestions to Maintain a Clean Database

Integration with Data Import for Clean Data Entry

Permission-Based Duplicate Management for Controlled Access

Seamless Sync with Major Email Providers like Google Mail and Office 365

Direct Email Sending and Receiving within the CRM

Email Communication Automatically Logged for Each Contact

Easy Tracking of Email Interactions and History

SMTP Support for Broad Compatibility

Customisable Email Templates for CRM-Based Sending

Automatic Contact Updates from Email Interactions

Email Attachment Storage and Management within CRM Records

Intuitive Interface for Easy Task and Activity Creation

Integrated Calendar View with Meeting Room Availability Checker

Custom Call Lists for Tailored Client Communication Scheduling

Automated Reminders and Notifications to Keep on Track

Task Linking to CRM Records for Contextual Information

Recurring Task Setup for Regular Activities

User-Friendly Interface for Seamless Data Import

Flexible Field Mapping to Align with Your CRM Structure

Advanced Handling of CSV Files, Even with Complex Structures

Real-Time Data Validation to Ensure Accuracy

Duplicate Checking During Import to Maintain Data Integrity

Ability to Manage Field Mapping Issues During Import

Support for Bulk Data Uploads

History Log of Import Activities for Tracking

Secure Cloud-Based File Storage for All Your Documents

Easy Sharing Within Your Team and With External Contacts

Intuitive File and Folder Management System

Quick Access to Files Directly from CRM Records

Comprehensive Permission Settings for Controlled Access

High-Volume Storage Capacity for Extensive Document Management

Drag-and-Drop Upload for User Convenience

Visual Sales Pipeline for Easy Tracking of Deals

Unlimited Customisable Pipelines to Suit Various Sales Processes

Customisable Stages to Match Your Sales Process

Drag-and-Drop Interface for Intuitive Pipeline Management

Pipeline Filters for Quick Data Segmentation

Activity Tracking within Each Pipeline Stage

Integration with Contact and Account Records

Multi-Level Permission Settings for Granular Control

Role-Based Access Control for Enhanced Security

Customisable User Roles to Fit Team Structures

Field-Level Permissions for Sensitive Data Protection

Team-Wide or Individual Access Settings

Easy-to-Manage Permissions Interface

View and Edit Permissions for Controlled Data Sharing

Secure Login Protocols to Protect User Access

Easy-to-Use Form Builder for Quick Customisation

Seamless Integration with Existing Website Forms

Customisable Forms for Lead Capture and Client Feedback

Direct Data Collection into CRM in Real-Time

Automated Responses upon Form Submission

Dedicated Approval Zone for Pre-CRM Lead Validation