CRM, customer success, sourcing, contracts, inventory and billing — one AI-powered platform, with a co-pilot next to every deal that drafts, scores and closes. Pay for the AI that earns its keep, not per seat.
Customizable pipeline stages, deal velocity, win/loss tracking and forecast categories. Switch between kanban and table views. Open any deal to a full drawer with activities, line items, contacts, audit trail — and the AI co-pilot one click away.
Health scores, weekly check-ins, a renewal calendar and expansion tracking. CSMs work from a single weekly cadence; leaders see at-risk ARR at a glance. Add the Risk Monitor agent and slipping renewals get flagged before the QBR.
Drop in a Zoom or Google Meet recording — or live-stream it. deepEntra transcribes, identifies speakers, scores tone, surfaces objections and pushes a clean summary into the deal. Your CRO finally has a real read on call quality across the team.
Build dynamic audiences from any CRM field. Send and track opens, clicks, bounces and complaints; manage suppression. Templates, A/B tests and scheduled sends — connected through your own SES, Postmark or Resend.
Pipeline funnel, win rate, deal velocity, revenue forecast, leaderboard, customer-health distribution, NPS trend, churn-risk distribution — all built in. Filter by date range, owner or commercial type, and drill from any chart to the underlying records.
The co-pilot lives next to every deal — it drafts your follow-ups, summarizes your last call, surfaces the next-best-action and tells you which deals are about to slip. Pay per use, not per seat.
An AI agent that researches every lead, writes personalized outreach and runs escalating follow-ups on its own — grounded in real signals, not templates. It works your pipeline while your team sleeps.
Citation-grounded live research makes every message sound like you did the homework — at scale.
Every call transcribed, scored and pushed into the deal — with the next best step surfaced for you.
An instant, always-current briefing on any account or deal — no digging through notes.
New tickets are analyzed, prioritized and drafted toward a resolution automatically.
Draft emails, ask questions of your data and automate busywork in plain language.
Book a personalized demo and we'll tailor Business360 to your goals.
