Embedded AI
Smart assistance built into CRM, Projects, HR and Finance. Automate repetitive tasks and get suggestions as you work.
Smart assistance built into CRM, Projects, HR and Finance. Automate repetitive tasks and get suggestions as you work.
Generate tasks, summaries and status updates with one click.
Draft follow-ups, qualify leads and prepare call notes automatically.
Explain invoices, summarise expenses and surface anomalies faster.
Use AI Content and AI Image blocks directly inside notes to draft text and generate visuals without leaving the page.
Research markets, define segments and find real companies that match—then import straight to CRM.
Provide your business info and let AI propose market segments, competitors and client personas.
Ask AI to find companies that match a segment in your geography.
Move from research to pipeline instantly.
Talk to your CRM and operations. Create and update records, and email invoices with a single command.
Secure by design—actions respect your existing roles and permissions.
Turn documents into data—let AI read receipts and bank statements to speed up bookkeeping.
Upload a photo of a receipt and let AI extract vendor, date, total and category to draft the expense for you.
Upload bank statements and let AI prepare management accounts.
Review and import the results to your ledgers in a few clicks.