The CRM with an AI studio built in
Shape Big Purple Dot to any business — your fields, your records, your pipeline. Then ask for the email, the landing page, the video, the report or the tool you need, and it gets built on your real data. Call, text and email every lead from the same screen.
One platform for any team that sells
AI Studio
Every builder has an AI partner you talk to. It drafts, looks at what it made, fixes it and keeps every version — so you refine by conversation instead of starting over.
Describe the email, drop in a screenshot of one you like, or draw a wireframe — and get a designed template with your merge fields in place. Refine it by chat, preview it on every device, restore any version.
It builds the page, looks at it on desktop and phone, and fixes what's off. Add forms and video, track visits, publish.
Write a script, tag your own images, generate the clip. Send it by text, sized for MMS, or in an email behind a play-button poster.
A deals board, a renewals tracker — the Assistant builds working apps on your records, and asks before its first change.
Ask, and get a live chart that drills down to the records behind it. Save it, share it with roles, pin it to the menu.
Hand it a spreadsheet to import, ask it to update records in bulk, ask “how do I…” or “what am I looking at?”. It works inside each person's permissions, every change waits for approval, and every change lands in the record's log.
Bring your own AI
Start with the models built in, or connect your own — Claude, Seedance for video, or any OpenAI-compatible endpoint, including one you host yourself. Keys can be personal or shared across the company, and you decide which roles get which models.
Calls, texts & email
Work a call list, text back and forth, send a quick email — right from the record, on your own numbers and your own address, with every touch on the timeline.
Two-way texts and group MMS, templates with images and video, and opt-outs that hold — even when someone doesn't type STOP. Business texting registration built in.
Send from your own address, with opens and clicks tracked and every email on the contact's timeline.
Make it yours
Add the fields you track, the kinds of records you sell around and the page your team actually wants to see. No consultants, no code.
Text, numbers, dates, dropdowns, tags and progress steps.
Buyers, vendors, partners — each with its own fields and badge.
Projects, policies, orders — any record, linked to its contacts.
Drag rows, columns and tabs. A layout for each kind of contact.
AND / OR filters over every field, saved column views.
Drop a CSV in the Assistant; it maps, scans and flags duplicates.
Automation
Campaigns, routing and defaults run on rules you can read — and test against a real contact before they go live.
Texts, emails, waits, branches and webhooks on one canvas. Publish a new version without disturbing anyone mid-campaign.
Rules send each new lead to the right team, in turn. Not touched in time? It goes up for grabs.
Tasks, events and calls on every record — and one list of what's due today.
Send events anywhere with conditions and payloads you design. Read anything through a documented API.
Decide what each role can do, and whether it sees no contacts, its own, or all of them.
Changes made by the Assistant and by apps are logged on the record they touched.
Lists, dialers and conversations update the moment something changes.
Ask “how do I…” and get the steps, with screenshots, for what your role can use.
Industries
Listings and showings as records. Open-house pages and video tours from the studio.
Policies and renewal dates as records. Renewal campaigns that start themselves.
Projects with progress steps from survey to install, and a dialer for every lead.
Clients, retainers and deals, with reports anyone can ask for.
We'll help you set up your fields, your numbers and your first campaign — then the studio is yours.