Platform features

Every part of the business can share the same context.

Choose the capabilities you need today and keep a connected foundation as your process grows.

A complete customer record

CRM & contacts

Bring contacts, companies, notes, tasks, activity, appointments, and custom fields into one dependable workspace.

Communication without the tab hunt

Keep email, SMS, and customer context together so teams can respond with continuity across channels.

Scheduling that carries the context

Publish booking pages, collect the right answers, manage meetings in calendar or agenda view, and automate the follow-up.

Reliable work that keeps moving

Turn business rules into visual workflows that react to forms, meetings, messages, pipeline changes, and more.

A clear path from interest to outcome

Track opportunities through the stages that match your business, with ownership, value, tasks, and appointments close by.

From idea to working customer journey

Create focused pages, connect custom domains, collect submissions, and send every response into the right workflow.

AI that can do the work—with oversight

Use the in-app assistant or connect an approved AI client through AgentFlow's native MCP tools.

Understand what the work produced

Connect activity to appointments, opportunities, communication, and sources without rebuilding the story in a spreadsheet.

Start with one workspace, connect the tools you already use, and build the process that fits your team.

No card required to start.