Let your agent do the groundwork.
Proposed contacts, opportunities, and reminders arrive with their source. Review the evidence instead of rebuilding the story.
Explore the approval flowYOUR RELATIONSHIPS, IN GOOD HANDS
More relationships.
Less CRM work.
Your agent captures the context. You decide what lands. Keep deals moving and know which partners bring you business—without another afternoon updating a CRM.
✦Agents with guardrails✓Evidence & approvals↗Referral insights◷Follow-up reminders
14 days free · No credit card to start · No per-seat fees
✦ An agent that does the prep.You stay in control. ↓
sals / northbound partnersExample workspace
YOUR AGENT DID THE PREP
Needs your reviewA new opportunity. With the context.
NC
Northbound Commerce
Shopify Plus migration
- Potential value
- $24,000 USD
- Referred by
- Loop Returns
- Proposed stage
- Qualified → Pitched
✦Capture agentEvidence attached
THE EVIDENCE, RIGHT BESIDE THE CHANGE
PR
Priya Raman
TodayRe: Your proposal
“Thanks for the proposal — $24k over three months works for us. Sending it to our CFO this week.”
Illustrative email · attached to this proposed change
You decide what lands. The agent cannot approve its own work.
Your call. Every time.
A useful CRM starts with a change you can trust.
AgenciesShopify partnersFounder-led salesClient teams
ONE WORKSPACE. THE WHOLE RELATIONSHIP.
Spend time on the next conversation.
Not the last update.
Sals turns conversations, introductions, and next steps into a pipeline your team can actually believe.
See where your business comes from.
Track introductions received and sent. Connect partners to won deals, with values kept separate by currency.
Follow the introductionKeep good opportunities from going quiet.
Spot deals that have gone silent for too long. Create a reminder, set the next step, and give the relationship your attention.
See the next stepAUTOMATION WITH A HANDOVER
Your agent starts.
You make it yours.
Get to the useful part before filling out another setup form. An agent can prepare a temporary workspace, then hand it over for you to claim and review.
See how agent preparation works →- 01
Prepare
An agent proposes records with source evidence in a temporary workspace.
- 02
Claim
Verify your email and take ownership. Temporary agent access ends.
- 03
Review & grow
Approve what belongs. Connect your mailbox or issue a new scoped key when you’re ready.
✦Capture agent proposed a stage changeReview
A CHANGE YOU CAN FOLLOW
Qualified → Pitched
Source evidence attached
✓ Approved by a person↶ Undo available
⌁Recorded in the audit logTraceable
TRUST IS A PRODUCT FEATURE
Give your agent a job.
Keep the authority.
Set what each agent may read and propose. Choose which operations can run automatically and which need review. Committed proposals leave an audit trail, with undo for eligible changes.
- Agent access stays inside its workspace
- Your agent cannot approve its own proposals
- Keep sensitive changes in the human review queue
MADE FOR THE WAY YOU WORK
One team. Many relationships.
Room for every client.
Agencies
A workspace per client. One view across workload, approvals, and pipeline. Keep client records and agent access separate.
Start with your team →Partner teams
Keep track of who introduced whom. See received and sent introductions and the deal value behind them.
Start with your team →Founders & sales teams
Start with a focused pipeline, bring your contacts, and keep the next step visible without a heavyweight CRM rollout.
Start with your team →START WITH THE TOOLS YOU USE
Keep the conversation.
Bring the context.
Connect Gmail for capture, import your contacts by CSV, or let an agent propose changes through the API and MCP.
MGmail
Mailbox capture
↔CSV
Import & export
{}API
Agent proposals
✦MCP
Your AI assistant
MAKE ROOM FOR THE RELATIONSHIP
Your next deal deserves more than a spreadsheet.
Give your team a CRM that captures the context, keeps the next step visible, and leaves you in control.
Start your free trial 14 days free · No credit card to start