Pipeline
Leads, Deals, Contacts, Accounts, Scoring
The records a sales team works, and a score built from rules you set, so you know which to work first.
In the app
The pipeline, and a question you can ask it.
Deals move across stages on one board, with value, win rate, deal size and sales cycle above it. Ask in plain words — stalled deals over $50K, closing this month — and the board filters to the answer.
What is inside
Pipeline, outreach and the team behind it.
These are the Sales rows in the product, grouped as the product groups them.
Outreach
Sequences, Calling, Lead Gen, Inbox
Run multi-step sequences, call with recording, find new leads and handle email from the same place the pipeline lives.
Team & resources
Sales Teams, Knowledge Base, Documents
Organise the team and keep the material they sell with.
The AI agents
Add an AI SDR or an AI Caller when you want one.
Two outreach modules run as agents and are priced as add-ons rather than included.
AI SDR
Outreach that books meetings
A paid add-on from the Growth plan. AI SDR →
AI Caller
A voice agent
A paid add-on from the Growth plan. AI Caller →
One record
Marketing and sales on one record.
The contact a campaign reached is the contact sales opens. There is no hand-off to reconcile.
Contacts
Shared, not copied
Contacts sit in the pipeline and every section reads the same ones.
Campaigns
Where leads come from
The campaign that produced a lead is on the same record. Campaigns →
Revenue
Where deals end up
For agency accounts, invoicing is on the same record too. Billing & invoicing →
Calling
Calls are recorded on both sides, and you can turn that off.
Calling runs inside the pipeline rather than beside it, so a call belongs to the record it was about.
Both sides
Recorded by default
Recording is on by default and each workspace can switch it off or change the disclosure callers hear.
Kept per workspace
Your recordings
Files are stored per tenant, not pooled.
Voicemail
Transcribed
Voicemails are transcribed; full call transcripts are not available yet.
“A call that lives in a phone system and a deal that lives in a CRM are the same conversation, filed twice.”
Why calling sits in the pipeline
Part of a Darwin strategy
A pipeline with a plan behind it.
Inside a Darwin strategy, sales work the segments and stages the plan sets, next to the marketing that fills the top of the pipeline. Darwin decides who it targets, when it runs and what it should achieve, then tracks it against the plan you approved.
You stay in control
AI-first. Never AI-only.
The AI does the heavy lifting, your team decides. Every feature keeps a full manual path for teams that want to do it themselves.
Supervised by default
Work waits in your approvals queue until someone on your team signs off. Autonomy is a setting, not a plan tier.
Review the real thing
Open the actual email, ad, post or sequence, edit it in place, then approve. What you see is what goes out.
Every action is logged and exportable
What each agent did, when, and who approved it.