Work less. Win more.

Optimize your Sales Process with Intelligent Automation

Featured Solutions

Select, customize, and run a solution below

Lead to Opportunity

Automate lead syncing

Avoid duplicate work and fragmented leads. Automatically populate your opportunity data by syncing leads from all sources into Salesforce.

Marketing

Sales

11
minutes saved per lead

Speed up response times

Automatically have leads ranked, assigned, and sent to a rep in real-time over Slack to begin their outreach immediately.

Sales

Engagement

Chat

16
minutes saved per lead

Never miss an opportunity

Automatically escalate a lead when it is not followed up within a given time.

Sales

Chat

2x
increase in sales

Connect the entire Customer Journey for end-to-end insights

Have a 360° view of your customer to personalize your pitch. Stay up to date with every touchpoint and have all your customer data in one place.

Used by Top HR Platform

Marketing

Sales

Support

33%
higher conversion
Opportunity Management

Automate pipeline forecasting

Save time and improve forecasts by updating opportunities from Slack. Automatically trigger reps to take actions based on the calendar or other events.

Chat

Sales

43%
increase in productivity

Stay on top of your accounts

Get a complete view of your accounts including support tickets, personnel changes, and other relevant activity. Be notified immediately of any issues with your opportunities.

Sales

Chat

27%
higher conversion
Streamlined Closing

Create an AI-driven deal desk

Orchestrate an entire deal desk, including creating quotes and managing approvals, all from within Slack.

Used by Top Procurement Company

Chat

Sales

37%
increase in sales

Streamline Order to Cash

Automate the payment process end-to-end. When an opportunity is won, automatically send invoices, track payment, and start fulfillment.

Sales

Sign

Finance

43%
increase in closed deals

Seamlessly onboard your customers and partners

Automate billing and deliver a smooth handoff to Customer Success for training, support plans, and SLAs.

Used by Leading Sales Software Company

Sales

Sign

Billing

Finance

Project Management

1.5x
increase in renewals
Farming

Discover upsell, cross-sell opportunities

Get real-time visibility into your existing accounts (usage and touchpoints) as well as interest from new leads to identify upsell/cross-sell opportunities.

Sales and Marketing

Chat

Interactions

2.5x
increase in revenue

Optimize renewals with AI

Predict churn of upcoming renewals through AI. Notify reps with a complete 360o view of the customer to optimize renewals.

Sales and Marketing

AI Services

Chat

2x
reduction in churn
Custom solution

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Our Customers Innovate

See how our customers have used their imagination to transform how they work

  • Top Security Software Company

    Cash to Consolidation

    Complete end-to-end integration of Customer Accounts, Products, and Billing Information. Seamless automation of billing, finance, and sales systems internally to onboard a customer and consolidate revenue.

  • Top National Retailer

    AI-powered Fulfilment Delay Management

    An intelligent automation that notifies an AE immediately of any fulfillment delays and provides options to maintain the delivery date by re-allocating inventory or expediting delivery. The automation also uses AI to predict future delays and the potential for churn.

  • Leading Cash Advance Company

    Lead Generation using AI and OCR

    Integration that enables customers to apply for a loan via mobile simply by texting a picture of their Driver’s License. The integration significantly increased the number of qualified leads due to the low-friction and intelligent verification workflow.

  • Top Media Company

    Automated SLA Management

    Significantly reduced processing errors by integrating their CPQ systems directly with their financial/spend management systems to conduct SLAs.

  • Leading Logistics Company

    Automated Invoice Correction

    AI-based automation that saves critical time for repayment and forecasting by validating all aspects of invoices and contacts vendors to resolve inconsistencies.

  • Automate Everything

    Automate Everything

    With 350+ of the most popular apps supported, our intelligent integrations do all the work for you.

  • No Coding Required

    No Coding Required

    Get your work done faster without relying on other teams. Anyone can build and create automated solutions.

  • IT Approved

    IT Approved

    Our enterprise-grade platform offers governance, security, and compliance features expected by your IT department.

Get a Helping Hand

Get a Helping Hand

Some automation needs extra horsepower. Get a free consultation help from an integration expert and start building today.