The command center for your entire sales floor
One CRM for calling, texting, pipelines and follow-up — with a built-in softphone and AI agents working every lead. Here's what your team sees every day.
Pipelines
Every lead, one board
Drag leads through your funding stages. Each tile carries the full story: LOS status, call history, texts, recordings and AI notes.
Sarah Chen
Chen Auto Repair
Web formMike Torres
Torres Trucking
ScrapedDana White
White Roofing Co.
AI call doneLeo Marsh
Marsh Baking
VoicemailRita Gomez
Gomez Salon
Needs $80kTom Ellis
Ellis Freight
Docs inKim Park
Park Dental
$150k · 2 wksIllustrative preview — sample data only.
Built-in Softphone
A full phone system inside the CRM
No separate dialer, no desk phones. The softphone lives in the sidebar and follows you across every page.
Incoming call
Marcus Webb
Webb Logistics · (352) 555-0117
Illustrative preview — sample data only.
Answer anywhere
Incoming calls ring straight in the browser with a screen-pop showing who's calling before you pick up.
Click-to-call
Dial any lead with one click from their card — the CRM automatically picks a local matching number.
Live translation
Talk to clients in their language with real-time two-way voice translation.
Listen, whisper, barge
Managers can silently monitor live calls, coach agents in their ear, or join the conversation.
Warm transfers
Hand a caller to the right teammate with an AI briefing delivered before they connect.
Recorded & transcribed
Every call is recorded, transcribed and attached to the lead with AI sentiment and summaries.
And Everything Else
One login. Every tool your floor needs.
Progressive dialer
Upload a list, start a campaign, and the system paces calls across your number pool while you work the queue.
AI agents on every lead
Brittany calls, qualifies and follows up automatically — then hands warm leads to your team with a full briefing.
Two-way texting
Every lead has a SMS thread with consent tracking, scheduled sends and AI responses after hours.
Callbacks & calendar
Schedule follow-ups from any call. Due callbacks flash on screen until they're worked, synced to your calendar.
Email inbox & campaigns
A shared inbox plus bulk campaigns, with open tracking and automatic unsubscribe handling.
Dashboards & analytics
Call volumes, dispositions, agent activity and AI savings — live metrics for the whole floor.
Pipelines & lead tiles
Drag-and-drop stages with LOS status, funding amounts and the full contact history on every card.
Compliance built in
Recording disclosures, consent records, suppression lists and opt-out handling, enforced automatically.
Ready to run your own floor?
Log in to open your CRM, or book a call and we'll walk you through it live.