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Apps / Sales & CRM

Contacts

Every person and company you deal with, in one place your agent keeps tidy.

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What it does

Contacts is the shared address book for your whole operation: people, companies, roles, and history, linked to the deals, invoices, and conversations they belong to. Your agent keeps it deduplicated and current so nothing is recorded twice and nobody is lost.

Sales & CRM solutions

Ask your agent

  • Add the people from this email thread and link them to the Acme account.
  • Find every contact we have not spoken to in 90 days.
  • Merge the duplicate records for this company.

Highlights

  • Companies and people, linked together
  • Deduplicated automatically
  • Connected to deals, invoices, and the inbox

Works well with

Deals

A pipeline that updates itself as the work happens.

Inbox

A unified inbox your agent triages, summarises, and acts on.

All apps

Browse the full catalog of built-in modules and marketplace apps.

Put contacts on your agent.

Launch a workspace and tell your agent what you need. Pay only for what it does.

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