Worth knowing: Integration library is still growing, reporting is basic compared to mature CRMs, and there's no app marketplace yet.
Summarized from 1 community tutorial · July 2026
Highlights
Automatic activity captureMeetings, emails, and calls are auto-logged and linked to the right contact/deal with zero manual data entry.
Natural-language CRM chatAsk questions like 'which deals haven't been touched in two weeks' — it writes and runs code against your CRM data and returns interactive results, with a choic
AI-drafted follow-up emailsGenerates personalized re-engagement or follow-up emails from deal context that you can send or edit with one click.
Pre-built skills / mini-agentsOut-of-the-box workflows for building an ICP, prospect lists, mapping buying committees, and finding similar-customer accounts.
Natural-language automationsBuild recurring automations (e.g. weekly deal-risk scoring) by describing them in plain language, and auto-suggested record updates you can approve or decline.
Summarized from 1 community tutorial · July 2026
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