Beta • CRM + Workflow Automation • Document Q&A

Conversational
CRM & Business Operations

Interact with CRM, workflows, and documents as if talking to your assistant.

Track customers, automate follow-ups, and instantly find answers inside your docs — without dashboards, setup headaches, or steep learning curves.

See It In Action

Try the conversational interface — click the examples below or type your own request.

Entities

Contacts128
Companies42
Deals31
Tasks18
Documents64

Conversation

Chat with your CRM data

Show me Johnson Construction's open deals.

Johnson Construction has a $50K proposal in progress. Mike Johnson is the primary contact, last spoken to 3 days ago about timeline changes.

👉 Deal card updates on the right.

Remind me to follow up with all clients who haven't been contacted in 14 days.

Artifacts & Actions

Current deal information

CURRENT DEAL

Acme Renewal

$24,500

70%Alex

Close: Dec 15

QUICK ACTIONS

5x
Faster Setup
$500+
Monthly Savings
24/7
AI Assistant

Why Businesses Choose
Conversational CRM

Transform your business operations with AI-powered conversations that just work.

Natural Conversation

"Show me Johnson Construction's deal status" instead of clicking through 5 dashboards

💬 Ask anything, get instant answers

Intelligent Automation

Process calls, emails, and documents automatically while building customer intelligence

⚡ Smart workflows that learn and adapt

Transparent Pricing

$49-149/month vs $375-625/month for 5-person teams with traditional CRM

🔥 Save 70% compared to legacy systems

Simple, Fair Pricing

Flat-rate pricing that scales with your business, not your headcount

Starter

$49/month
  • Up to 5 users
  • 1,000 contacts
  • All workflow features
  • 5GB document storage
Popular

Business

$149/month
  • Up to 15 users
  • Unlimited contacts
  • Team collaboration
  • 50GB storage

Enterprise

$399/month
  • Unlimited users
  • Advanced reporting
  • Custom integrations
  • Dedicated support