Working the universe
Pipelines & conversations
Stages, tasks, activity, and the unified inbox that works your deals.
The pipeline is where records move and money is made.
Stages
Drag a deal across stages — New Lead, Qualified, Contract, Closed Won — and the change lands on both sides of every sync within a second. When a rollup crosses a million, a moon accretes over the business.
Tasks & activity
Every record keeps a running activity log: calls, status changes, follow-ups, and syncs, each stamped and observable. Tasks assign to owners and surface on the record they belong to.
Unified conversations
Conversations across your channels land in one inbox on the record, so context never scatters. Blasts go out from the same surface.
Next
See how automation works these pipelines for you in AI agents.