CRM

Accounts, not just contacts.

Group callers by company. See total deal value, last touch, every conversation.

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Pipeline

New12

Contacted8

Qualified4

Converted2

Auto-grouped

Email domain or phone-pattern matching pulls related contacts together.

Lifetime value

See every deal, every invoice, every minute of voice — aggregated.

Account timeline

Every interaction across the company on one page.

Hierarchies

Parent + subsidiary relationships. Multi-location chains supported.

Account-based campaigns

Target by company size, industry, deal stage.

Top accounts dashboard

Daily ranked list of who needs attention now.

Auto

company resolution

sources merged

Unlimited

accounts

Illustrative sample data — not a guarantee of results.

Plays well with everything else

CRM

Contacts

Auto-captured from calls. Enriched. De-duplicated. Forever.

CRM

Deals

New → Contacted → Qualified → Converted. Stages move automatically based on call outcomes.

CRM

Tasks

Every call ends with the right next action. Assigned, scheduled, done.

Frequently asked

How are companies created?

Auto from email domain on first contact, manual override anytime.

Can I merge two companies?

Yes. Keeps full history.

What about parent/subsidiary?

Native hierarchy support.

Filter by industry?

Yes — combine industry, size, deal stage in saved views.

See every account at a glance.

Companies that update themselves.

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