Your environment. Your control.
Run the CRM in your own environment, with your business data, access and operating rules under your control.
AI CRM & AUTOMATION PLATFORM
AI does the work.
You set the boundaries.
AI-powered CRM that works across your contacts, conversations, campaigns and daily tasks.
An AI-powered CRM that runs outreach, email, follow-ups and daily tasks on autopilot — with you approving what matters.
Built for founders, sales teams and agencies.
AI AT WORK
AI handles the follow-through.
You stay in control.
Contact history connectedEmail, notes and past conversations
✓Follow-up draftedContext carried into the next message
✓Ready for your reviewSensitive reply · stays a draft
Next action scheduledRuns when your rules allow
AI does the work. You set the boundaries.
LESS CHASING. MORE CONTINUITY.Contacts → Conversations → Next actions
YOUR DIGITAL EMPLOYEE
Lives in your environment.
Works by your instructions.
Works with you, 24/7.
Think of it as a Digital Employee for your business: an AI teammate that operates under your control, follows the rules and instructions you define, and keeps routine customer and outreach work moving around the clock.
Your instructions
Tell your Digital Employee what to do, what it may automate, and where it must wait for your approval.
Email intelligence
Run outreach and follow-ups while tracking engagement signals such as who opened an email and who clicked a tracked link.
Social media campaigns
Prepare and manage social media campaign activity alongside CRM outreach, with approval controls for actions that require your judgment.
01 / THE PROBLEM
AI replaces the manual work.
Your opportunities stay moving.
A spreadsheet knows the name. Your inbox holds the context. A chat thread contains the promise. Nobody has the whole picture.
Scattered leads
Contacts spread across spreadsheets, inboxes and chat threads.
Forgotten follow-ups
The right conversation goes quiet because the next step slips.
Outreach without guardrails
Manual sending limits capacity. Uncontrolled volume puts sender reputation at risk.
Reporting by hand
Time spent assembling updates instead of acting on them.
02 / HOW IT WORKS
AI runs the workflow.
You approve what matters.
Bring your history
Import contacts and existing databases cleanly, with archived conversations and history preserved.
Let AI prepare
Your AI teammate drafts relevant outreach and builds follow-up sequences.
Set the rules
Approve the work yourself or let it run within your explicit boundaries.
Keep moving
Open, click and reply events feed the contact record and trigger the next action.
03 / CORE CAPABILITIES
AI at the centre.
Your CRM working for you.
Replace disconnected records and recurring admin with a shared view of what happened, who owns it and what comes next.
Contacts & pipeline
Unified records, full conversation history, lead and opportunity stages, and clear ownership. Migrate existing databases with history intact.
Email automation
First-touch sequences, daily pacing, sender signatures, suppression lists and draft-first sensitive replies.
Tracking & analytics
Open, click and reply events, contact and campaign engagement reports, and scheduled digests.
Tasks & workflows
Scheduled routines, meeting action items, document obligations and a task board for multi-step work.
Multi-channel communication
Email, in-app messaging and social channels in one contact history. Professional-network invitations require approval; content starts as a draft.
AI operations
Ask in plain language. Run daily work autonomously, with standing rules and approval gates respected.
04 / THE EMAIL ENGINE
AI runs your outreach.
You control the send.
Deliverability is a gate, not an afterthought. Sender authentication, name and content checks, pacing and suppression rules are enforced before sending.
Your existing mailbox and domain stay at the centre. Each sender keeps their signature; tracked links and pixels feed engagement into the CRM.
Checks reduce avoidable sending risks; inbox placement is never guaranteed.
BEFORE EVERY BATCH
- Verify sender authentication: SPF, DKIM and DMARC
- Check sender name and message content
- Enforce daily pacing limits
- Suppress bad addresses and excluded contacts
- Detect replies and surface them by priority
Sensitive thread? Draft first. Human sends.
ASK YOUR AI TEAMMATE
“Show me leads that went quiet.”
“Draft a follow-up for this account.”
Your instructions become the next step.
05 / YOUR AI TEAMMATE
Tell your AI teammate.
Move work forward.
Find contacts, prepare messages and move through the day using natural-language commands to your CRM.
Daily routines run under your standing rules: who may be contacted, what may be sent and what never happens automatically. Add approval gates wherever your judgment matters.
Explore the controls ↓06 / TASK & ROUTINE AUTOMATION
AI handles the recurring work.
Without the recurring reminder.
Start the day with a routine
Schedule daily or weekly workflows to discover eligible contacts, select outreach, send within your rules and suppress excluded addresses.
Turn meetings into action
Convert meeting summaries into assigned tasks with owners, due dates and a visible status.
Keep obligations visible
Extract obligations and deadlines from documents. Track follow-up tasks and multi-step work on a shared task board.
07 / UNIFIED CONVERSATIONS
One contact.
The whole conversation.
Email, messaging apps and social channels come together in one contact history, including archived conversations from before the move.
Pick up where the last conversation ended. Keep client contact bases and campaigns separated in their own workspaces.
Published content is never deleted by automation. Unsent drafts can be cancelled.
EmailFirst conversation
The original message and its context.
Social channelsThe relationship continues
Professional-network outreach, with approval gates.
Meeting & follow-upA clear handover
Illustrative contact journeyNotes, assigned actions and the next response.
08 / REPORTING
AI reports what happened.
And what needs you next.
Pipeline views, engagement reports and scheduled digests put activity and next steps in one place - without assembling another spreadsheet.
Stages & ownership
See opportunities, progress and the person responsible.
Opens, clicks & replies
Review events per campaign and contact in an activity feed.
Daily & weekly digests
Daily first-touch reports and a weekly pipeline review, delivered to you.
Open and click signals can be affected by privacy protections and automated scanners; interpret them alongside replies.
09 / TRUST & CONTROL
AI does the work.
Your boundaries stay built in.
Nothing is sent without your rules saying so. Decide where work can run automatically and where it needs a human decision.
Approve what matters
Explicit outbound approval workflows and draft-first defaults when a reply is sensitive or uncertain.
Keep a clear record
An audit trail of every automated action makes the work reviewable.
Separate every workspace
Encrypted credentials are isolated per workspace and never exposed in logs or reports. Client workspaces stay separate.
10 / NATIVE INTEGRATIONS
Fits the way
your business works.
EmailCalendarMeetingsCloud storageSocial channelsWebhooks + API
For your operations team: connection details
- Interface
- HTTPS REST API and webhooks for event-driven workflows.
- Data
- Standard JSON with documented endpoints.
- Automation
- Scheduled jobs and event triggers with configurable approval gates.
- Your existing mailbox and domain, with authentication-verified sending.
- Tracking
- Open, click and reply events delivered to a webhook or report feed.
- Extendability
- Custom task routines, webhook triggers and API-first contacts, leads and activities.
11 / RESULTS, WITH EVIDENCE
Real proof.
As it becomes available.
Pilot results and customer stories will be published here after verification and permission. No estimates presented as achieved results.
Time spent on follow-ups
Verified measurement pending.
Outreach & reply outcomes
Verified measurement pending.
A customer's experience
Approved testimonial pending.
Will it send emails without my approval?
Only within the rules you set. You decide which actions can run automatically and which require approval. Sensitive replies stay draft-first.
Will bulk outreach hurt my domain reputation?
Authentication checks, pacing and suppression are enforced before sending to reduce avoidable risks. They do not guarantee inbox placement or eliminate reputation risk.
Can I keep my existing mailbox and domain?
Yes. The platform connects to your existing mailbox and domain, with authentication-verified sending.
What happens to my old data when I switch?
Migration preserves contacts and full history, including archived conversations. We review your current data and migration scope during the walkthrough.
Does it work across email and social channels?
Yes. Email, messaging and social conversations form one history per contact. Professional-network invitations are approval-gated and content is drafted for review.
Can it run daily tasks on its own?
Yes. Schedule daily or weekly routines under your standing rules, with the approval gates you define.
How is my data protected?
Credentials are encrypted and isolated per workspace, with a full audit trail of automated actions. Credentials never appear in logs or reports.
Can I get reports without logging in?
Yes. Scheduled daily and weekly digests and engagement reports keep you informed in your inbox.
13 / LET'S PUT IT TO WORK
Bring your workflow.
See the next step.
Book a live walkthrough of the AI CRM & Automation Platform. Show us where follow-ups stall, how your team works and what you want to keep in your hands.
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