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A CRM that remembers what was said
Records are useful when they hold the conversation, not just the phone number. Every message the Assistant helped send is on the customer's history, and every change to a record is an action with a name and a time.
Prices are published at launch; every account starts with a trial. No card to start.
Records
- Customers: contact details, company, notes, and the history of what was sent and received.
- Deals: stage, value, expected close, linked customer; a pipeline view by stage.
- Search: by name, email, company or a phrase from the history.
Changes as actions
Creating or updating a customer, creating or moving a deal — each is an internal action: planned, previewed, executed by code, recorded. Ask the Assistant to “move the Northwind deal to negotiation” and you see the plan before it runs.
HubSpot
Connect HubSpot on Pro and above and the same actions read and update records there. Without it, the built-in records are the system of record. About the HubSpot integration
Questions people ask
Can I import my contacts?
Google Contacts can be synchronised after you connect the account; HubSpot records are read in place. A file import is not part of this release and is not claimed here.