Connect the tools your sales team already runs on

Send, receive and track email from every lead. Mail you exchange with a lead lands on its timeline, and you can pull in up to 400 days of history.

The same mailbox connection for Microsoft 365 and Outlook accounts: sending, tracking and lead timelines.

Meetings book on your real calendar. Buffers, durations and business hours apply, and prospects can book you through a scheduling page.

Bookings land on your Microsoft 365 calendar with a Teams link, and moves or cancellations come back.

Schedule Zoom meetings from a lead or deal. Each one is logged with its join link, and the connection refreshes itself.

Calling and SMS run on Twilio: the browser dialer, recordings, transcripts and two-way texts. You can add a number you already own as caller ID.

Powers the AI voice agents. Bring your Retell account, link phone numbers, then run single calls or paced campaigns with consent checks.

Send approved templates from the official WhatsApp Business Cloud API, with the 24-hour session window shown on the lead.

Link a WhatsApp number by scanning a QR code, then message leads from the lead page with attachments and suggested replies.

Facebook and Instagram lead form entries arrive as leads, signature-checked, de-duplicated and scored.

Google Ads lead form submissions become leads. Test submissions are recognised, and repeats are ignored.

Give any form, landing page or no-code tool a URL to POST to. Map fields, pick a de-duplication rule, sign requests if you want.

Build a form, embed it or share its public link. Submissions create leads and can start a workflow.

Clients pay invoices by card from the client portal. The payment is recorded on the invoice, which moves to Paid or Partial.

Invoices in rupees get a Pay with Razorpay button in the client portal. Paid status comes back to the invoice on its own.

Personal access tokens with scopes, and OAuth apps for tools that act on a user's behalf.

Send lead, contact, call, email, proposal, contract and invoice events to your endpoint in real time. See every delivery and replay failures.

Let Claude, Cursor or another MCP client read your CRM and add leads, notes and tasks, using a token with MCP scopes.

Move your pipeline over from Close with your Close API key. The import runs in the background while you work.

Import leads from a CSV or .xlsx file, up to 10 MB and 10,000 rows, with column mapping.