Getting started
Sign up in a minute, get a starter catalog for your line of business, and bring your customers over from HubSpot, Pipedrive, Salesforce or a spreadsheet with an import wizard that spots duplicates and can be undone.
→ Getting started: your workspace and your data, in an afternoon
Selling
Scored leads, a drag-and-drop deal board, slipping-deal alerts, products and price books, discount approvals, forecasts against quotas, territories and campaigns.
→ Leads, deals and forecasts: a pipeline that tells you where to look
From quote to cash
Quotes built from the deal and signed online with full evidence, one order per accepted quote, contracts that open their own renewals, invoices numbered when issued, credit notes line by line, online payment — and the French practices of deposits, progress invoices and retention, all as Factur-X sent through approved platforms.
→ From quote to signed order → Invoices, credit notes and online payment → Deposits, progress invoices and retention → How to split a quote into tranches and lots → E-invoicing 2026: Factur-X and approved platforms
Looking after customers
Cases from the web, email and chat, SLA deadlines with escalation, an omni-channel console that hands work to available agents, and a knowledge base suggested on every case.
→ Customer service: cases, SLAs and an omni-channel console
The platform
An AI assistant running on the provider you choose, automation and customisation without code, integrations with your mailbox, phone and other tools, and security and GDPR tools built in.
→ An AI assistant that works on your data → Automate and customise without code → Your mailbox, your phone, your tools: integrations and API → Security and GDPR, built in
Trying it
Three plans per user per month — Essential at €12, Pro at €24 and Business at €39 — with a free 14-day trial and no card. The public demo is open too, with sample data reset every night.
