Sales, marketing, and client success. One AI platform.

Search 377M+ verified B2B contacts whenever you need them, and add the right people to a list or campaign in one click.

• Filter by title, industry, company size, and location
• Save searches and build a list for each Playbook
• Contacts are verified before anything is sent

One record for every contact and company, with every email, call, meeting, and note in order. Deals move through the stages you define.

• Your own pipeline stages and fields
• Import from Salesforce, HubSpot, Pipedrive, Dynamics, Zoho, or a spreadsheet
• 10,000 records included, add more as you grow

Call from your browser. Every call is transcribed and summarized, and the notes land on the contact record, so nothing is typed twice.

• Work your call-ready list, warmest first
• Transcripts and summaries saved automatically
• 250 minutes a month included

Your AI business development agent. It learns your Playbook, finds the right decision-makers, writes every message for your approval, and runs email and LinkedIn outreach.

• 3 Playbooks and 1,000 leads a month included
• You approve every send
• Replies and meetings land on the record

Fills in missing titles, emails, phone numbers, and company details on the contacts you already have, and keeps them current.

• Enrich imported lists in bulk
• Keep records current as people change roles
• Fewer bounces and cleaner reporting

Finds a mutual connection or shared ground with a prospect and drafts the introduction request for you.

• Spots who in your network knows them
• Drafts the ask in your voice
• Turns a cold first touch into a warm one

Your booking link, synced to your calendar. Prospects pick a time, and the meeting lands on the record.

• Share it in email, on LinkedIn, and on your site
• Your availability, your rules
• Every meeting logged on the contact record

Newsletters, announcements, and campaigns to your whole list, with templates, scheduling, and open and click tracking.

• Templates in your brand
• Segment by industry, stage, or engagement
• Shares the monthly message allowance

Webinars, events, and thought leadership: invitations, registrations, reminders, and follow-up with everyone who signed up or attended.

• Roundtables, webinars, and client events
• Registrations and reminders in one place
• Follow-up for attendees and no-shows

Puts your website to work: request forms and pages that capture each visitor and send every inquiry straight into your CRM.

• Forms and landing pages
• Every inquiry becomes a contact, with its source
• Routed to the right person

Rules that run the routine work: assign new leads, create follow-up tasks, move deals, and trigger emails when something changes.

• Assign leads by service or territory
• Follow-up tasks created for you
• Emails triggered when a deal moves

Answers client questions by email and chat from your own knowledge base, day or night, and hands off to your team when a person should step in.

• Trained on your knowledge base
• Email and chat, around the clock
• Hands off with the full context

Every client request becomes a case with an owner, a status, and a full history, so nothing is dropped or forgotten.

• Owners, statuses, and priorities
• Full history on the client record
• Clear view of what is open

Turn a signed deal into a project with tasks, owners, and due dates, tracked right next to the client record.

• Tasks, owners, and due dates
• Tracked next to the client record
• Your team sees what is due today

One screen for today: pipeline, meetings booked, replies, calls, and tasks due, for you and for your team.

• Your day at a glance
• A view for each person and the team
• Pipeline, meetings, and tasks together

Activity, pipeline, and campaign results by person, team, and period. Filter, export, or have reports sent on a schedule.

• By person, team, and period
• Export any report
• Scheduled reports by email