Pipelines, contacts and deals you can shape to fit your business — with email and SMS marketing built in, and AI sales agents that make the calls, write the emails and run the follow-ups.
Live product Custom objects, fields, stages and views — modelled the way your team actually sells. Open a record on a three-pane page (identity and pinned highlights on the left, the full activity timeline in the centre, related deals, contacts and files on the right), edit any field inline with no edit mode, and run bulk actions across multi-selected rows — assign an owner, change a stage, add to a sequence or export.
Live product Company Admin ships a CRM Library: pick an industry template, a pipeline, an automation recipe, a report, a field pack, a scoring model, a sequence or a macro pack, preview it, and install it into your tenant in one click — then customise after. Stack as many as you need.
Live product A drag-and-drop email studio and a rich SMS composer, with admin-set pricing and one-click handoff from a contact to a conversation. Messaging goes out as RCS rich messaging with automatic SMS fallback per recipient — and compliance is enforced on every send, not bolted on. Stop paying for a separate marketing tool that does not know your pipeline.
Live product Email, SMS and calls with a contact roll up into one unified thread, keyed to the contact across the Phone tab, the contact record and any campaign reply. An inbound reply is a first-class event: it routes to the contact owner, the sending user or a shared team inbox, fires a bell notification, drops on the Customer-360 timeline and can advance an automation — a STOP opts out, a keyword tags or hands off to an agent.
Live product Plantel sales agents place real outbound calls through the integrated Plantel Phone softphone — carrier-routed over the telecom backbone — and every call auto-logs to the Customer-360 timeline with its duration and outcome the moment it ends. They write and send emails, run the follow-up cadence, update the CRM as they go and escalate to a human when a deal needs one.
Live product Company Admins preview and install ready-made building blocks into your tenant, then customise after — and stack as many as you need.
B2B SaaS, agency, real estate, recruiting, e-commerce, nonprofit, financial services, insurance, healthcare intake, manufacturing, construction, education, legal and more — each with objects, fields, a pipeline and starter views.
Standard B2B, SaaS trial, PLG, buyer and seller, recruiting, renewals, onboarding, support, fundraising, admissions and more — each with stage probabilities and forecast categories.
Lead routing and round-robin, scoring to SQL, web-form capture, dedupe and merge, nurture drips, deal hygiene, closed-won onboarding, support SLA and escalation, data-quality gates and digests.
Pipeline by stage, velocity, win/loss, forecast, leaderboard, MQL→SQL funnel, campaign ROI, ticket FRT and resolution vs SLA, CSAT/NPS, MRR/ARR/NRR and an exec overview.
Core Contact (~40 fields), Core Company, lifecycle and lead-source picklists, a deal pack, firmographics, a support-ticket pack and a marketing-attribution pack.
B2B fit, behavioural, product-qualified-lead, fit-by-engagement matrix, ABM, and negative/disqualify scoring — install and tune.
Cold 5-touch, multichannel, speed-to-lead, demo follow-up, trial nurture, onboarding, win-back, post-purchase, renewal, event, newsletter and referral.
Canned support, sales, billing and success responses with actions — one click to reply, update and move a record forward.
Sample apps on the built-in app framework, with connectors for tools Plantel replaces marked as such — so you build on the platform, not around it.
Store less, sell more — one CRM with marketing and AI sellers included.
