Built for Modern Teams
Everything you need to manage relationships, close deals, and grow your business-powered by AI and optimized for efficiency.
Core CRM
Contact Management
Centralized contact database with custom fields, tags, and smart segmentation. Track every interaction and relationship in one place.
Pipeline Tracking
Visual pipeline management with drag-and-drop stages. Track deals from first contact to close with customizable workflows.
Basic Reporting
Essential metrics and dashboards to track performance. Monitor sales activity, conversion rates, and team productivity.
Photon AI
Email Summarization
AI-powered email analysis that extracts key points, action items, and sentiment from your inbox. Never miss important details.
Sentiment Analysis
Understand the emotional tone of customer communications. Identify at-risk relationships and opportunities for deeper engagement.
Prism Reporting
ADD-ONCustom Dashboards
Build personalized dashboards with drag-and-drop widgets. Visualize your data exactly how you need it.
Advanced Analytics
Deep-dive into your data with advanced metrics, cohort analysis, and predictive insights.
Scheduled Reports
Automate report generation and delivery. Get insights delivered to your inbox on your schedule.
Coming Soon
Mobile App
Native iOS and Android apps for managing relationships on the go.
Quanta FX
Multi-currency support and automated exchange rate management for global teams.
Advanced Automations
Visual workflow builder to automate complex business logic without code.