Features

Every module below is shipped and in production today. Labels show what is a product fact, what runs on deterministic rules, and where AI assists with human review.

Fact = core capability · Deterministic = fixed rules you configure · AI-assisted = suggestions that require human review.

Sales CRM

Fact

Leads & contacts

Unified lead and contact records with pipeline stages, tasks, appointments and full activity history.

Priority queue

A ranked work queue with SLA awareness so hot inquiries never sit unanswered.

Website intent signals

First-party, consent-aware tracking links anonymous visits to known leads when they identify themselves.

Commercial

Fact

Estimates & proposals

Versioned estimates with cost/sell separation, margin visibility controls and revision history.

Customer approvals

Structured, version-bound customer responses — clearly not an e-signature, never a payment authorization.

Delivery & aftercare

Fact

Projects & milestones

Milestone-based delivery with customer-visible progress that you explicitly publish.

Warranties & service plans

Warranty records, recurring service plans and occurrence scheduling for the life of the pool.

Aftercare requests

Customers raise service, warranty and appointment requests in the portal; your team triages with full audit history.

Deterministic automation

Deterministic

Lead scoring rules

Explainable, versioned scoring with reason codes — every score shows exactly why.

Marketing attribution

First/last-touch attribution over your own data connecting sources to outcomes.

Quotas & entitlements

Plan-based feature limits resolved by fixed rules; missing configuration reads as unavailable, never unlimited.

AI-assisted (human review required)

AI-assisted · human review

Sales playbooks & briefs

Evidence-grounded call briefs and next-step suggestions your team approves before anything reaches a customer.

Executive insights

AI summaries over deterministic metrics — always with visible evidence, never auto-acting.

Customer portal

Fact

Secure documents & quotes

Published documents with short-lived download links; costs and internal notes are structurally hidden.

Messaging & approvals

Project-scoped conversations and version-bound approval requests, with append-only history.

Operations & administration

Fact

Billing & entitlements

Provider-neutral subscription records and plan-based feature access.

Compliance & operations

Data-request workflows, retention rules, incident records and a job-health registry.