Contact lifecycle and scoring
Track leads, qualified prospects, opportunities, customers, providers and institutions with tags, lists, consent and one activity timeline.
Consent-aware growth operations
Build trusted relationships across email, SMS and WhatsApp.
Manage leads, prospects, opportunities, customers and institutional relationships with separate marketing SMTP, Twilio messaging, campaign automation, first-party analytics and a human-governed OpenAI agent.
Available · provider configuration required
Core capabilities
Designed as part of the platform—not as an isolated feature.
Email, SMS and WhatsApp
Use dedicated marketing SMTP profiles and Twilio messaging without mixing promotional traffic with transactional account email.
Consent and first-party analytics
Honor channel permissions and suppressions while measuring delivery, clicks, replies and coarse device context without raw IP storage.
Human-governed CRM AI
Create campaign briefs, contact summaries and segment strategy through the existing metered OpenAI integration.
How it works
A controlled workflow from setup to review.
- 01
Create or import contacts without assuming promotional consent.
- 02
Organize relationships by lifecycle stage, tag and list.
- 03
Select a compliant template and configured delivery profile.
- 04
Approve, schedule and process the campaign through the protected queue.
- 05
Review clicks, replies, consent events and next-best actions.
Frequently asked questions
Clear answers before activation.
Does the CRM automatically contact people?
No. Campaigns require administrator creation and approval. The AI agent only drafts and analyzes; it cannot bypass consent or queue messages autonomously.
What is required before live SMS or WhatsApp campaigns?
A configured Twilio account, an approved sender, applicable WhatsApp templates, webhook registration and jurisdiction-specific consent review are required.
Next step
Build a permission-based growth engine.
Start with contact lifecycle, one marketing sender and a controlled outreach campaign.