CRM & Pipelines
See every relationship at a glance. Move deals forward with drag-and-drop.
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What it does
The CRM module is the backbone of the Ai Engine. Every contact, company, deal, and interaction lives here. With support for 800+ contacts per tenant and full lifecycle tracking, you get a complete picture of every relationship without the complexity of legacy CRM tools.
Pipelines are visual and kinetic. Drag deals between stages on a kanban board, and the system automatically triggers workflows, sends notifications, and updates forecasts. Custom pipeline stages let you model any sales or service process, from simple three-stage funnels to multi-branch enterprise workflows.
Contact profiles aggregate activity from every module. See the emails sent, forms submitted, courses enrolled, documents signed, and calls made -- all in a single timeline view. No more switching between tools to piece together a contact's history.
Bulk operations like CSV import, tag management, and segment building make it easy to manage large contact databases. Migrate from GoHighLevel or any other platform with a structured import flow that maps fields, deduplicates records, and preserves history.
Key capabilities
Kanban Pipelines
Drag-and-drop deal management with custom stages, win probabilities, and automatic workflow triggers on stage changes.
Contact Timeline
A unified activity feed showing emails, calls, form submissions, document signatures, and course enrollments for every contact.
Lead Scoring
Automated scoring based on engagement, demographics, and behavior. Route hot leads to the right team member instantly.
CSV Import & Migration
Structured import with field mapping, deduplication, and history preservation. Built-in GoHighLevel migration path.
Segments & Tags
Build dynamic segments based on any criteria. Tag contacts manually or automatically via workflows.
Deal Forecasting
Pipeline value, weighted forecasts, and stage conversion rates help you predict revenue and spot bottlenecks.