Every account, read for you
The agent reads the company’s site, news and hiring pages and searches the web, then writes a call brief. Each point links to where it came from.
AI CRM FOR SMALL SALES TEAMS
A CRM that does the homework.
A free CRM for your pipeline, your people and your Gmail. Add the agent and it researches every account with sources and drafts the next message. You read it, change it, and send it.
FREE CRM, NO CARD · AGENT: 14-DAY FREE TRIAL, THEN $49 A SEAT · PRICING
How it works
The agent does the busywork. You make the calls.
The agent is part of Pro: 400 research jobs and 1,000 drafts a month for $49 a seat, free for 14 days.
Follow-ups written before you ask
When a deal goes quiet or a sequence step comes due, the next message is waiting in Today, written from your notes. A reply is one click away.
One press to send
Read it, edit it, approve it. It goes from your own Gmail, and the reply, when it comes, lands on the deal’s timeline.
The one rule
Nothing sends without you.
The agent can read, research, fill in fields and draft. It cannot send an email, book a meeting or submit a form. When it reaches one of those, it stops and hands you the draft.
THE AGENT DOES
Read sites and news
Find people and titles
Fill in accounts and contacts
Draft emails and briefs
ONLY YOU DO
Send email
Book meetings
Submit forms
Delete records
Free, for as long as you like
A complete CRM before the AI.
No card and no time limit. Free has no AI, which is what keeps it free; everything else is here.
- Pipeline
- A board you drag deals across, with a weighted forecast and a quarter target.
- Accounts and people
- Every company, its contacts, notes, calls and meetings on one timeline.
- Next steps
- Due dates on every next step; Today lists what’s due, overdue and gone quiet.
- Your Gmail
- Threads with your contacts beside each deal. Replies are logged and stop sequences.
- Emails and templates
- Write and send from your own address, from templates that fill in names and companies.
- Sequences
- Template emails, calls and tasks on a schedule, each waiting for you to send.
- Import and export
- Bring any CSV in, take everything out as CSV, any time.
- Search
- Find any deal, company or person, and the deals you lost.