Five products. One revenue engine.
A connected CRM where every module talks to the others — so your customer data finally tells one coherent story instead of arguing across five tabs.
The pipeline your reps will actually keep clean.
Drag-and-drop deals across stages, see at a glance which conversations have gone cold, and let our AI assistant suggest the next best step on every record — automatically.
- ✓Multi-pipeline boardsSeparate flows for new business, expansion, and renewals — without juggling instances.
- ✓Deal scoring with AIWin-probability calculated from past closes, activity signals, and persona fit.
- ✓One-click forecastingSubmit a rep, manager, or committed forecast in seconds — historical accuracy attached.
Every channel. One inbox. Zero context-switching.
Email, web chat, WhatsApp, SMS, inbound calls — all stream into one shared inbox that's automatically attached to the right deal, contact, and account.
- ✓Shared team inboxAssign, snooze, and collaborate without forwarding email threads.
- ✓AI reply draftsOne-click responses that sound like you, tuned to deal context and history.
- ✓Inbox-to-deal flowConvert any conversation into a deal, task, or contact in two clicks.
The workflow studio that finally feels like building, not coding.
Drag triggers, conditions, and actions onto a canvas. Build round-robin lead routing, multi-step nurture sequences, and renewal reminders without writing a single line of code.
- ✓200+ pre-built recipesStage triggers, no-response nudges, expansion alerts — proven, opinionated, ready in one click.
- ✓Conditional logicBranch by industry, region, value, or any custom field — without forking your flow.
- ✓Always-on monitoringRun logs, error retries, and Slack alerts when something needs a human.
Dashboards your VP trusts. Insights your reps act on.
Live pipeline coverage, conversion at every stage, rep activity, and forecast accuracy — all rendered in dashboards that explain themselves and stay accurate without manual cleanup.
- ✓Live revenue dashboardsPipeline coverage, won/lost trends, cycle time — refreshed in seconds, not nightly.
- ✓Custom report builderSlice, group, and pivot without exporting to a spreadsheet. Share or schedule in one click.
- ✓Win-loss intelligenceTag deal outcomes and let AutomateBolt summarize patterns you'd never spot manually.
A CRM that travels with you, and an assistant that does the busywork.
Update deals from the parking lot, log notes via voice, and let our AI assistant prep your day with a one-page briefing that highlights the deals worth your attention.
- ✓Native iOS & Android appsPush notifications for hot leads, offline-first deal updates, click-to-call from anywhere.
- ✓AI daily briefingWake up to a one-page summary of which deals slipped, which prospects opened your email, and what to do next.
- ✓Voice notes & transcriptionDictate notes after a meeting — they auto-attach to the right deal with a clean summary.
160+ native apps. One open API.
Connect your inbox, calendar, billing, ad platforms, and support stack in a few clicks. We sync the messy parts so your team doesn't have to.