Contacts and records
One organized record for every customer and prospect.
- Contact management
- Importing existing customer records
- Organization and segmentation
Products and research
We are building business software and exploring new communication technology. This page shows where each effort stands today.
Status: In development
CRM Platform
Contacts, communication, and everyday workflows in one place.
A business platform being developed to bring customer information, communication, and operational workflows together.
Being designed first for insurance agencies.
Illustration: a list of contacts in the center, connected to calls, messages, follow-ups, and activity.
Planned focus areas
Communication
Calling and messaging being built to respect consent and opt-out requests.
- Browser-based calling
- Business text messaging
- Campaign tools
Workflow and insight
Follow-up that stays on schedule, and reporting that shows what is working.
- Sales activity management
- Follow-up automation
- Analytics
- Multi-user agency workflows
These are the areas the platform is being designed around. Capabilities, timing, and availability may change as development continues.
Status: Research
Research and development
We are exploring how AI-assisted messaging and automation could help businesses manage customer conversations, with people able to step in whenever they are needed.
This work is in early research and planning. It is not a product, and nothing from it is available today.
Areas being studied
- AI-assisted messaging
- Workflow automation
- Connections to existing business systems
How we label our work
Products and projects on this site carry one of these statuses as work progresses. Today, the CRM platform is in development and our AI messaging work is in research.
- Research
- Ideas being studied and tested. Nothing is offered to customers yet.
- In development
- Actively being built. Not yet open for sign-up or purchase.
- Early access
- Offered to a limited group of customers by invitation.
- Available
- Generally available to customers.
Interested in what we are building?
Questions about the CRM platform or our research are welcome.
Get in touch