Industry-tailored packs

Terminology, pipeline stages, customer intake and document checklists shaped to your industry, not a generic or lending-shaped model. 20+ verticals, editable and toggleable per business.

AI lead scoring

Every lead graded A to F with an instant brief, so your team works the hottest opportunities first.

Deal rooms

Branded public portals where customers complete their details and upload documents, with AI document verification on every upload.

Lead allocation

Four modes: manual, round-robin, claim-first and P1 to P5 tiered, so leads reach the right person automatically.

Customer journey tracking

Follow each customer from first enquiry through to completion, with a live activity timeline and engagement tracking.

Workflows and reporting

No-code automations and BI reporting to run the business by the numbers.