Industry
AI Client Manager for consultancies
Relationship memory for advisory work: who is waiting, what you promised, what happens next. Stub landing. Product depth follows the Engineering Brief.
Thin marketing stub. Copy is honest scaffolding, not a finished SEO program (that lives on Site).
All industriesWorkspace template
B2B Services — Start from the Product (B2B / services) template, then trim object types you do not need.
Relationship CRM
Records and pipelines for new business and renewals without Salesforce-weight configuration.
Meeting prep
Briefs pull record context and calendar stubs when Connect is set.
Human approvals
External email and calendar invites wait for a click. The agent proposes; you send.