Route leads to sales reps based on territory, product, and round-robin rules
Lead routing: territory assignment, round-robin distribution, capacity balancing, and SLA tracking.
Streamline client onboarding with automated setup, documentation, and communication.
Major rewrite with improved accuracy
Major rewrite with improved accuracy — see release notes for details.
3/18/2026
New integration connectors
New integration connectors — see release notes for details.
3/18/2026
Powerful features
The depth of features is impressive. We keep discovering new capabilities.
Build partner portals with deal registration, content sharing, and commission tracking
by SecureAI
Monitor competitor pricing changes with alerts and historical trend analysis
by TranslateAI
Impressive accuracy
The accuracy is remarkable. Catches things we consistently miss.
Identify VIP customers based on spending, tenure, and influence for priority support
by ScheduleBot