The record that writes itself, and the pipeline that follows it
Contacts, companies and opportunities by stage, with tasks and an activity timeline that records every conversation. What the customer says on WhatsApp or email lands on their record with nobody retyping it.
14 days free. No card.
Performance
Jun – Aug 2026
- Open
- AI handled
- Human
Upcoming schedule
Intelligent Box
Start a conversation
Works across your inbox, pipeline, calendar and flows. It proposes each action and you confirm it.
Active pipeline
| Contact | Type | Value | Status |
|---|---|---|---|
MMaría Garcíamaria@atelier.co | Opportunity | €4.2K | Qualified |
CCarlos Ruizcarlos@urbanfit.com | Opportunity | €8K | Proposal |
SSofía Mendessofia@lisboahome.pt | Opportunity | €12K | Won |
01
What is in a record
One person, everything that happened with them, and what to do next.
Person and company
Name, phone, email, company, tags and custom fields. Whoever wrote to you on Instagram in March and on WhatsApp today is the same person.
Their conversations
Every thread from every channel, tied to the record from the inbox. A conversation is linked to or unlinked from a record in one click.
Tasks and activity
Calls, meetings, notes and stage changes on one timeline. Follow-up tasks are created from the conversation or from a flow.
02
The pipeline
Opportunities by stage, with the stages your business uses.
Stages of your own
New, contacted, qualified, proposal, negotiation, won, lost: or yours. Several pipelines if you sell different things.
Value and forecast
Each opportunity carries its value; the dashboard adds up what is open and what is won by period and by person.
Moved by the conversation
The AI agent qualifies and the assistant proposes the stage change when the conversation justifies it. You confirm.
03
Start with what you already have
Nobody starts a CRM from zero.
Import your CSV
In batches, with automatic column mapping, from the onboarding itself. Duplicates by email or phone are detected.
Forms that create contacts
Every form response with an email or phone becomes a new contact, with its fields mapped to the record.
Your store
With Shopify, WooCommerce or PrestaShop connected, orders and customers sync with their contacts.
Frequently asked questions
What gets asked before deciding.
Yes. Each pipeline has its own stages and opportunities, and a record can have opportunities in several.
From the inbox: create a new record from the conversation, or link one that already exists. If the person is already identified by number or email, it attaches on its own.
Contacts with the same email or phone are detected on import and when creating from the conversation, so one person is one record.
Yes. Contacts and pipeline are in Starter, Growth and Pro. Flows that move opportunities automatically start at Growth.