Multi-tenant pipelines — demo video
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Contacts1:12
Multi-tenant pipelines
Drag-and-drop kanban with per-company stages, custom fields, deal values, and forecasting.
Product tour
See every feature, in under a minute each.
Start with the 90-second intro below. Then pick any of the 20 deep-dives under it to see the module working on real data.
CRM4Sale — 90-second overview — demo video
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20 deep dives
Every module, on real data
Each clip is under 2 minutes. Click any tile to expand the embed.
Contact details — demo video
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Contacts1:30
Contact details
280px sidebar, horizontal tabs, compose panels, stage/status pills, files, notes, activity log.
Organizations (B2B) — demo video
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Contacts1:24
Organizations (B2B)
Company-level records with stakeholder cards, primary contact, preview drawer, and unified notes/calls.
Smart Search — demo video
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Contacts1:08
Smart Search
Saved AND/OR filter groups across 20+ fields. Save results as lists, export CSV, jump to pipeline.
Custom fields + form builder — demo video
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Contacts0:58
Custom fields + form builder
Card-per-group layout, inline field creation, options GUI. Drop new fields onto any contact.
Unified inbox — demo video
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Messaging1:20
Unified inbox
Email, SMS, and voicemail in one thread per contact. Channel toggle tabs, dark navy theme.
Email routing — demo video
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Messaging1:02
Email routing
Per-company choice of SendGrid / MailJet / Nylas for campaigns, individual, or both.
Campaigns + sequences — demo video
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Messaging1:45
Campaigns + sequences
Multi-step drip campaigns with per-step delay, AI-drafted copy, and bounce-webhook suppression lists.
SMS + voicemail — demo video
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Messaging0:54
SMS + voicemail
Twilio-powered SMS compose with template picker and 160-char counter; voicemail drops in one click.
Email + text templates — demo video
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Messaging0:48
Email + text templates
Unified template library with type pills, categories, inline preview, and company scoping.
Trigger automation — demo video
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Automation1:15
Trigger automation
Fire email, SMS, tag, status change, task, or webhook on any contact event. Cron-driven.
Campaign wizard — demo video
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Automation1:30
Campaign wizard
6-step wizard: title, audience, content, sequence, schedule, review — with body preview at every step.
Embeddable forms — demo video
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Automation1:05
Embeddable forms
Public web forms with step indicator, image tile select, and button-shape helpers. Wire to any pipeline stage.
Multi-tenant company admin — demo video
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Admin1:22
Multi-tenant company admin
Super admin cabinet with 6 grouped sections, company dashboards, usage widget with color-coded bars.
Business settings — demo video
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Admin1:10
Business settings
Vertical nav, 15 tabs — Email, Payments, Integrations, Pipeline, Notifications, Custom Fields, more.
Demo data wizard — demo video
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Admin1:00
Demo data wizard
Seed a full demo company: 25 contacts, 4 employees, 10 tickets, 5 campaigns, 4 triggers, and more.
AI compose (Anthropic) — demo video
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AI1:35
AI compose (Anthropic)
Context-aware writing assistant inside every message editor. Generate, rewrite, shorten, lengthen, retone.
Prompt builder (dev tools) — demo video
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AI1:40
Prompt builder (dev tools)
Built-in Claude Code prompt generator. Feeds live DB schema + file context into a ready-to-paste prompt.
Native iOS app — demo video
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Mobile1:18
Native iOS app
Swift source that talks to the same REST surface as web. Rebrand, ship to your App Store account.
Native Android app — demo video
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Mobile1:18
Native Android app
Kotlin source with the same feature parity. Sync contacts, send messages, move pipeline stages.
Ready to look under the hood?
Book a 20-minute walkthrough
We'll screen-share the admin panel, the mobile app, and the source tree. No slides, no pitch, no follow-up drip.
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