Everything a marketing team needs, nothing behind an upsell.

A hands-free assistant with real write access

Built on real-time voice with server-side tool calls, not a scripted intent classifier. It creates and updates contacts, logs calls and meetings, assigns owners, builds and edits segments, manages tasks, schedules calendar events, sends one-off emails, drafts campaigns, and builds automation workflows, every mutation restated and confirmed before it runs.

• Confirm-before-execute on every create/update/delete
• Deep-links the UI to whatever it just changed
• Grounded answers only: no factual claim without a live tool call
• Mic gates while the agent is speaking, so it can't self-interrupt

Every voice capability, not a highlight reel

This list is generated from the agent's own tool set, so it can't fall out of date with what's actually live.

It surfaces what needs attention, you don't go looking for it

Every dashboard load computes a live brief: follow-ups due, open tasks, recent contact activity, and known contacts back on your site. Monday gets a three-day lookback so the weekend doesn't get lost.

• Follow-ups, tasks, and activity in one place, not three tabs
• Known-visitor alerts when a real contact is back on your site
• Computed live from your data, no separate report to run

It watches for changes so you don't have to check

A rate-limited enrichment pass finds company news and job title changes for your contacts, roughly 100 contacts a week, not a scraper running unbounded in the background. Every signal is auto-tiered Hot, Warm, or Monitor, and the ones that matter come with a drafted outreach message, not just the raw headline. New signals log straight to the contact's timeline and can be turned into a segment.

• Company news (funding, hiring, launches, awards) caught automatically
• Auto-tiered Hot, Warm, or Monitor, with a ready-to-send draft for the ones that matter
• Job title changes logged as they happen, not noticed months later
• Capped by design, so it costs data quality, not your budget

One contact record, not three

A single unified contact table backs every surface: voice, forms, imports, and manual edits all write to the same place. Segments are built on lead score, lifecycle stage, status, industry, source, or inactivity, and combine cleanly instead of forcing a choice between one filter type or another.

• Lead scoring and lifecycle stage tracked per contact
• Full activity timeline: calls, emails, meetings, notes, page views
• Segments are live: View Contacts always shows who's actually in one

A score you can see the reasons for, not a black box

Score contacts against rules you define, in Settings, no code: job title, industry, company size, location, lead source, recency, email opens, site visits. The score recalculates the moment one of those events happens, not on a schedule. A manual adjustment always sits on top with a reason attached, so a rep's judgment call never gets silently overwritten by the next recalculation.

• Per-org rules you add, edit, or delete yourself
• Company size and industry feed the score, not guesswork from free text
• Manual adjustments are additive and audited, AI score stays visible underneath

Follow-ups that don't live in a separate app

Every contact gets a task list right in their record, created by hand or by voice, each with a due date and status. No context-switching to a project tool to remember who to follow up with.

• Voice-created and voice-completed, same confirm-before-execute pattern
• Due dates and status tracked per task
• Lives in the Contact Drawer, next to that contact's activity history

Bring your contacts in without hand-editing a spreadsheet

CSV import with automatic field-mapping handles exports from other CRMs and plain spreadsheets without renaming columns first. Rows that fail are reported individually, so one bad row doesn't sink the whole batch.

• Automatic field-mapping against your CSV headers
• Per-row error reporting, not an all-or-nothing failure
• Duplicate detection by email, so re-imports don't create copies

Campaigns that target segments, not guesswork

Email campaigns with A/B testing, always aimed at a real, inspectable segment, including the ones the voice agent drafts. Automation (v1) triggers a campaign the moment a contact enters a segment, so nurture sequences run without you watching them.

• A/B message variants with results tracked per variant
• Open/click tracking on every send
• Segment-triggered nurture, no manual send required

See interest building before a lead converts

Embeddable web forms tie every submission to a visitor's full browsing history, first-touch source included. Prospects reverse-identifies the companies behind anonymous traffic on your site, so you can see who's circling before they ever fill out a form.

• Automatic visitor-to-contact tying on form submit
• Company identification from anonymous site visits
• Page-view history on every contact's timeline

A public booking page, per person

Each teammate gets a token-based public booking page. No shared calendar link, no double-booking. The in-app calendar shows an agenda, not a bare grid: meetings, campaign sends, and automation runs, side by side.

Real numbers, not a demo dashboard

Traffic by source, top pages, device breakdown, contact growth, and AI-surfaced insights, computed from your actual data, not sample charts that never change.

Multi-tenant by construction, not by convention

Every organization's data is scoped at the storage layer. The same guarantee applies whether a request comes from the UI, the voice agent, or an automated job. No shared database rows, no "trust the frontend to filter it" shortcuts.