Advanced Modules & Workflows

The core CRM stays simple. Heavier modules are moving into the right packaging.

What's new

  • AI assistance by request - AI help is available for teams that want it, but it is not part of the default free core CRM.
  • Calling by request - Calling and campaign dialer setups are available for teams that need them, with proper setup instead of pretending telephony is one-click.
  • Core CRM stays the default - Records, fields, views, tasks, forms, inbox, integrations, quotes, orders, and dashboards remain the public early-access product.
  • Workflow automation is coming soon - Practical trigger-and-action workflows are in progress for record updates, stage changes, forms, and integration events.