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Platform Capability
Workflow Automation
Configurable rules that keep your revenue motion moving.
Automate approvals, handoffs, notifications, and data updates with no-code rules.
Build flows that fit
Approval routing
Route deals, discounts, and MDF requests through the right approvers automatically.
Handoffs
Pass deals between sales, partners, and implementation without dropped balls.
Notifications
Alert the right people when records change — in-app, email, or webhook.
Other capabilities
Intelligence
AI Report writer powered by natural language processing.
Automation
AI Agents for prospecting, discovery, and sales forecasting.
Custom Objects
Workspace customization that is not locked in release.
Extensive Data Model
A flexible, relational data foundation for revenue teams.
Integrations
Open APIs for email, calendar, billing, and external data.