Can I import contacts from another CRM?

Yes — CSV import for HubSpot, Pipedrive, Salesforce, Notion CRM, and most spreadsheet exports. Field mapping is guided.

Does the AI assistant know about my pipeline?

Yes. The AI reads your workspace data — including pipeline stages, deal values, and contact history — so its suggestions are grounded.

CRM

Pipeline, contacts, and deals connected to tasks and conversations. No more spreadsheet CRM, no more $90/seat HubSpot.

Drag-and-drop deals across stages. Custom stages per pipeline. Forecast totals roll up live.

Unified contact records with linked deals, tasks, and chat history. Import from CSV or Gmail.

Every email, task, and chat that touched a deal — in one timeline. The AI can summarize it on demand.

Trigger AI-drafted follow-ups when a deal goes stale, or when a task tied to a contact is overdue.

Can I import contacts from another CRM?: Yes — CSV import for HubSpot, Pipedrive, Salesforce, Notion CRM, and most spreadsheet exports. Field mapping is guided.
Does the AI assistant know about my pipeline?: Yes. The AI reads your workspace data — including pipeline stages, deal values, and contact history — so its suggestions are grounded.