One system, from an anonymous visit to a renewed client.
Most CRMs start once someone fills out a form. CRM-007 starts earlier, with who's already on your site.
See the companies hiding in your traffic.
A lightweight tracker resolves anonymous page views to real companies, filtering out ISPs, hosting providers and residential connections, so your Visitors page is worth looking at.
- One-line install, works on any site: React, Vue or plain HTML
- Tracks page views, sessions and custom events per visitor
- The Lead Intake Agent flags hot companies with a follow-up task the moment they cross your threshold
- No traffic yet? The Target Company Discovery Agent finds new prospects by region and industry
- The Visitor Enrichment Agent fills in a contact name, email, phone and address for companies your traffic already surfaced
Work the deals that are actually moving.
Lead scoring turns visits and events into a live score, so reps know who to call first. Deals move across a board that logs every stage change to the timeline.
- Configurable scoring rules by page URL, event name or session count
- Drag-and-drop pipeline with automatic activity logging
- The Lead Nurture Agent drafts follow-up emails for warm leads that have gone quiet
- The Reactivation Agent texts dormant leads a short reconnect nudge instead of another unread email
- The Deal Progression Agent runs your workflow rules in the background
Clients see the work, not a quarterly deck.
Every client gets a live, branded portal page that's current every time they open it. They can comment on it, and you see when they open it.
- One page per client, branded, always up to date
- View and comment tracking, so you know when to check in
- The Customer Health Agent quietly tracks engagement and only flags an account when it's actually at risk
- The Renewal Agent drafts recaps as the date approaches, escalating urgently for accounts flagged high-risk
Nine agents, each one off until you say go.
Every agent runs on its own schedule, drafts before it sends, and works only inside your own tenant.
- Every agent is disabled by default, so you turn on exactly what you trust
- Draft-first for anything it sends; auto-send is a separate, explicit opt-in
- A full activity log of what every agent did, and when
The rest of what's in every plan.
Team & roles
Owner, Admin and standard roles, so everyone sees exactly what they need.
Contacts & companies
A shared record of every company and contact, linked to their visits, deals and activity.
Target Company Discovery Agent
Searches the live web for new prospects by region and industry, on a schedule, so you never start from a blank spreadsheet.
Reporting Agent
Summarizes new leads, deals won or lost and pipeline value into a short, readable report on its own schedule.
Multi-tenant architecture
Every customer gets their own isolated database, not a filtered slice of a shared one, including everything the agents do.
Contact enrichment
Fill in a company's phone, email and address with one click, or let the Visitor Enrichment Agent do it. Included on plans that support it. See which plans.
Live help, built into the dashboard
A support chat that knows the product. It answers "how do I..." questions using your own AI provider and hands off to a support ticket the moment it can't.
Bring your own AI key
Every AI feature runs on your own Anthropic, Grok or OpenAI key, with your choice of provider and model and no markup on your bill. Why we built it this way.
See it running on your own site.
Start on the free plan. The tracker installs in one line, no card needed.