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Product

One workspace for the whole sales day.

Today puts the work that needs you first and says why. Calling, email and the Inbox all write to the same records, and Reports read them back with the definition behind every number.

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One lead, one day Sample data

  1. Today

    The call you set for Dana Whitfield at Oxbow Valve & Fitting is due, with the note you left: check she got the quote.

  2. Calling

    The checks pass and you call. No one picks up, so you log Left voicemail, and an email for later today is suggested.

  3. Outreach

    The email comes due. You approve a draft that lists the facts it used, and it sends from your Gmail.

  4. Inbox

    Dana calls back from a number that is not on file and you miss it. You link the missed call to her record from the Inbox.

  5. Records

    Both calls and the email sit on the Oxbow Valve & Fitting record, in order.

The workspace

Six parts, one set of records.

Each part hands its work to the next, so calls, emails and matches do not sit in a tool nobody opened.

  • Today

    One queue of what needs you first, and why.

    • Replies, callbacks, missed calls and the follow-ups you set, in one list.
    • Anything with a response clock comes first, and every item says why it is there.
    • Focus next works through it one item at a time.

  • Calling

    Browser calling with checks before every dial.

    • Checks the number, the do-not-contact list and calling hours before it dials.
    • Incoming calls ring in the browser.
    • Every outcome suggests the next follow-up.

  • Outreach and AI drafting

    Grounded drafts a person approves before sending.

    • Every AI draft shows the facts it used.
    • Nothing sends until a person approves it.
    • Sends from your own Gmail, with every state in view.

  • Records and data quality

    Accounts and people your team can trust.

    • Dense tables with filters, bulk actions and saved views.
    • Duplicate checks run when you create a record.
    • Merged records point to the one that stayed.

  • Inbox

    Unknown callers and senders, matched to records.

    • Unknown callers, unmatched emails and texts in one place.
    • Link each one to a record, create one or dismiss it.
    • Possible duplicates wait for an admin to review.

  • Reports

    Activity, pipeline, team and data views.

    • Overview, Activity, Pipeline, Team and Data views.
    • Date ranges and an owner filter on every view.
    • Show definitions to see how each number is counted.

Guided setup

A workspace shaped like your business on day one.

Pick your industry and setup lays out the pipelines, fields, saved views and email templates that fit how you sell. Nothing is applied until you have seen it.

See the industry blueprints

How setup runs

  1. Your business Your work email, your website or a short description.
  2. Reading Setup reads your home page and a few linked pages.
  3. What we found What it learned about your business, for you to correct.
  4. Questions A few questions about what you sell and how.
  5. Preview Pipelines, fields, views and templates, checked against your plan limits.
  6. Preferences Choices only you can make. Setup never guesses them.
  7. Import Bring your customer list as a CSV.
  8. Apply The workspace is built from what you approved. Until any of it is in use, Undo setup removes all of it.

Bring your customer list

Import a CSV, and a check run shows what will happen before anything is written.

Column presets for CSV exports from

  • Prophet 21
  • Epicor Kinetic
  • NetSuite
  • SAP Business One
  • Acumatica
  • QuickBooks
  • Dynamics 365

Presets are column mappings for CSV files, not live connections.

Also in the workspace

Smaller things you will use every day.

  • Command palette

    Press Ctrl+K, or Cmd+K on a Mac, to search companies, people, phone numbers and pages, reopen a recent record or log an activity.

  • Lists

    Group accounts or people for a campaign, a territory or research, then open the list as a table or draft emails for it.

  • Voicemail and texts

    Voicemail left on your business lines waits in one place to play and handle. On Growth and Enterprise, texts to those lines land there too.

  • Your brand on the workspace

    Add your logo and pick an accent color. Buttons, links and selected items use it, adjusted automatically to stay readable.

  • Do not contact

    Mark a person, an account, a number or a domain, and calls, email and outreach stop for them. The server checks again before every call and send.

  • Mailbox protection

    A mailbox pauses itself when bounces, complaints or opt-outs run high.

Try the whole workspace with your own customer list.

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14 days free 3 seats No card to start