What sales runs on
Pipelines
Model deals, contacts, and accounts as objects with custom properties. A status property drives your pipeline stages.
Sequences
Multi-step outreach across email, SMS, and tasks with waits, branching threads, and office-hours constraints. Bulk-enroll from a saved view.
Shared inbox
Every email, SMS, call, and chat as one assignable conversation, with dispositions and outcomes for reporting.
Dialer & recording
Place calls from the built-in dialer, record them, and set a disposition when the call ends.
Playbooks
Surface call scripts, objection handlers, and upsell prompts to reps live during a conversation.
Coaching
Grade reps on individual calls with weighted scorecards, with optional AI prefill from the transcript.
Set it up like this
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Work replies and calls
Handle every response in the shared inbox; on live calls, follow a playbook and set a disposition afterward. Add a follow-up task from any conversation.
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Coach and report
Review calls with a coaching scorecard, and track pipeline on a dashboard, a stage funnel plus a per-rep aggregate table.