Every customer.
One record.
Contacts, tickets, orders, and conversations — connected in one CRM built for support.
From Email to Answer in 3 Simple Steps
Get started in minutes, not weeks. No technical expertise required.
Connect Your Tools
Link Email & Shopify
- One-click Gmail/Outlook connection
- Instant Shopify store sync
- Secure OAuth 2.0 authentication
Train Your AI
AI Learns Your Business
- Import existing knowledge base
- Learn from historical tickets
- Custom business rules
Activate Automation
Watch Magic Happen
- Real-time response generation
- Human review option
- Auto-pilot for simple queries
Everyone sees the same record.
Nobody sees the same data.
Access is resolved per person, per record — from “this ticket exists” all the way to “change it and decide who else can.” Pick a name to see what they get.
Marcus has No access to Tickets. The record isn’t redacted for him — it isn’t there. Not in the table, not in search, not from a link someone sent him.
Levels, not checkboxes
Each area of the workspace gets one level — No access, Read, Edit, Full. Set it once on a permission profile, assign the profile to a person or a group, and be done.
Share a single record
One ticket, one company, one dashboard. A direct share raises access on that record alone — it never hands over the object it belongs to, and it can be revoked just as narrowly.
Agents are members too
Every AI agent has its own profile and its own audit trail. Run one on a colleague’s behalf and their access becomes a ceiling — delegation can narrow what an agent sees, never widen it.
Customize your CRM with flexible custom fields
Build a CRM that adapts to your business with unlimited custom fields. Track any data point you need—from customer preferences to product categories to subscription tiers—all with a few clicks.
Create text, number, date, dropdown, and multi-select fields that work seamlessly across contacts, orders, and tickets. Use custom fields in workflows, filters, and AI responses for truly personalized automation.
A CRM that fills itself.
Connect your store, billing, and tools. Records sync in as real CRM records — ready to filter, segment, report on, and hand to your AI agents.
Connect any source.
Start from a template — Shopify, Stripe, GitHub — or point at any REST API and define the endpoint yourself.
Always in sync.
Syncs run as often as every 15 minutes and leave receipts — live per-stream progress, counts for every run, and a full history.
Real-time webhooks.
Provider events update records the moment they happen — a nightly check backstops anything missed.
Map fields visually.
Point source fields at CRM fields — contribute into contacts and tickets or create new record types, with per-field update rules.
Transform on the way in.
Formulas compute fields from source values — combine, clean up, branch on conditions. No ETL, no scripts.
Not a CRM bolted on the side.
Contacts and companies are the same records your inbox, your automations, and your dashboards already run on — one data model, not five that sync.
- Ticketing
Every conversation lands on the contact it belongs to.
- Kopilot
Ask AI about any customer, order, or open ticket.
- Sequences
Follow-ups pinned to a date that already lives on the record.
- Workflows
Record rules that fire the moment a field changes.
- Reporting
Dashboards over contacts, pipeline, and revenue.
- Data model
Custom objects and fields, without a migration.