Product
CRM and data capture
Accounts, contacts, deals, leads, tasks and notes, with custom fields and objects. Records fill in from connected email, calendars, meetings, Slack and other tools, and filled-in values link back to where they came from. Keep your current CRM and sync with it, or move over.
Records, fields and CRM sync
- Native CRM objects (Accounts, Contacts, Deals/Opportunities, Leads, Tasks, Notes, Activities, Meetings, Lists) with a REST schema endpoint per resource.
- Typed custom fields (short/long text, number, boolean, date, URL, single/multi-select, single/multi-user, single/multi-record, currency, percentage), archivable, org-level creation toggle.
- Custom objects and arbitrary relationships between objects.
- Multiple pipelines (sales, partnerships, renewals)colored stages with an immutable stage type (start, in-progress, won, lost) that drives reporting and signals; Kanban board.
- Lead object with lifecycle (new → contacted → qualified/unqualified → converted), source metadata and estimated value; conversion creates Contact, Account and optional Deal.
- Saved and dynamic lists with multi-membership, archive and restore, and auto-refresh as ICP data changes.
- Custom task statuses with category (To Do / In Progress / Done) and color.
- Append-only, source-backed activity timelinesynced items update or disappear when the source changes; custom events posted with `external_id` for idempotency.
- Business or knowledge graph linking accounts, people, conversations, signals and their relationships, used as shared agent memory.
- Object history showing how each value changed over time, with point-in-time reads through the API.
- Account memoryfacts that people and agents save about an account, each with its evidence and revision, readable through the API and MCP.
- Auto-create Accounts by email-domain matching and Contacts from email, calendar attendees, Slack Connect members and notetaker attendees.
- Duplicate detection and merge into a survivor record, with redirect semantics for API clients (301 on read, 410 on write).
- A dedup check before an agent creates or updates a record, as an agent tool.
- Dismiss or ignore noise objects so they stop resurfacing.
- AI-defined fielduser names the field, the LLM picks the type, writes the extraction instructions and autofills it.
- Backfill a new or changed field across all historical records.
- Computed, calculated and conditional fields.
- Schema-less, conversation-first capture where structured fields are derived from unstructured conversation data.
- Signals as account fieldsscore, status, signals, and the latest signal with its date and source.
- AI-proposed account matching with source and confidencea person approves a match once and later emails and imports follow it.
- Canonical master data plus a business glossary/ontology (terms, metric definitions, calendar rules, lineage) read by every connected AI tool.
- Email aliasesusers verify alternate addresses (up to 10) so activity attributes correctly.
- Ownership modeldeals inherit the account owner, `owner:none` filtering, plain-English bulk reassignment.
- Agent-driven migration from Salesforce, HubSpot, Attio, Pipedrive, Close, Zoho, Affinity, DealCloud or spreadsheets: CSV upload, field-map confirmation, dedup and pipeline import.
- Bulk-create API/CLI with idempotent row keys and bulk operations.
- Run beside your current CRM with two-way Salesforce, HubSpot, Attio or Pipedrive sync, and migrate in phases by object, pipeline and team.
- Overlay modeagents write through to your existing CRM instead of replacing it, and agent changes wait for a person's approval before they reach it.
- Write-through to Close, Zoho CRM, Affinity and DealCloud (Pipedrive also syncs both ways).
- CRM hygiene agentchecks custom fields, finds duplicates, missing fields, broken associations, stale owners and zombie deals, ranks them by impact, and applies only the fixes a person approves, with a recovery trail.
- Sandbox environments for testing schema and agent changes.
- Two-way sync conflict resolutionfield-level precedence rules, a conflict review UI and published sync latency.
- Per-field value provenanceevery auto-filled CRM value links to the exact email, transcript span or event that produced it.
- Relationship-strength field per contact (who on the team knows them, how, last two-way touch) usable by agents and gates.
Capture from email, calendar and other tools
- Gmail sync every minute with a qualification filterbusiness mail is kept, and personal, marketing and automated mail is left out unless it matches the CRM.
- Outlook / Microsoft 365 mail sync.
- Google Calendar sync from the calendars you pick, by live event-watch and a one-minute sweep; private and declined events are left out.
- Outlook Calendar sync.
- Slack channel and thread capture linked to the right account or deal.
- Slack Connecteach shared channel maps to one account; create channels with a prefix or link existing ones with history backfill; external members become contacts; channel health shown.
- WhatsApp, Telegram and Instagram message capture into the graph.Needs your own WhatsApp Business, Telegram or Instagram account.
- Notetaker imports from Granola, Notion meeting notes, Circleback, Fireflies, Fathom, Grain, Gong and Chorus, and a signed webhook for any other notetaker.
- Dialer and phone-call capture (Aircall, Dialpad, RingCentral, Zoom Phone, Orum, Outreach).
- In-person capture via a mobile recorder or hardware (Plaud), with a first-use consent screen.
- Billing events as account activity (Stripe webhook matched by customer email; read-only Stripe key for former-customer detection).
- Product-analytics event ingestion (PostHog, Segment, Amplitude, Mixpanel, or a first-party JS/React intent client).
- Support-ticket ingestion (Zendesk, Intercom, Plain) linked to accounts.
- Data-warehouse connectionsscheduled read-only queries from Snowflake, BigQuery, Databricks, Redshift and ClickHouse.
- Email-forwarded report ingestion into a dedicated agent inbox (forwarding rule or add as recipient).
- CSV, spreadsheet and file import, including attaching a file in agent chat.
- First-party website tracking script and embeddable forms capturing visitor identifiers and page/form interactions.
- Document-open tracking (proposal opened N times, which sections).
- Automatically permissioned multiplayer ingestion so each teammate's data is shared per policy.
- Read-time freshnessrecords older than a threshold are re-checked when read; email re-verified before send.
- Knowledge connectors (Drive, SharePoint, Confluence, Notion, Box, Dropbox, Egnyte, Highspot, Seismic, sitemap crawl).
- Permission-aware indexing that respects source ACLsSlack read in real time and not stored.
- RFQ and order-document parsing from email bodies, PDF attachments and call transcripts into structured line items.
- Bot-free transcript import from Zoom, Google Meet and Microsoft Teams.
Other areas
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