Industry
AI Client Manager for SaaS teams
New business, renewals, and customer context without buying a second CRM for AI chat. Thin hub; enrichment and sequences are stubs until keys are set.
Thin marketing stub. Copy is honest scaffolding, not a finished SEO program (that lives on Site).
All industriesWorkspace template
Product (SaaS) — Start from the Product (B2B / services) template with sample B2B accounts, renewals, and enrichment hints.
Pipeline + renewals
Opportunities and renewals sit beside the people who own them.
Inbox and email
Connect Google or M365 when ready; outbound stays on Approvals.
AI in the desk
Chat on the left, live panel on the right, bounded by your membership and RLS.