| What it does | Client management workspace with AI form builder
| AI-piloted headless CRM where you define custom objects and manage records through natural language chat
|
|---|
| Stage | Not given
| Not given
|
|---|
| Founded | Not given
| 2023
|
|---|
| Based in | Not given
| FR
|
|---|
| Pricing model | Freemium
| Free trial
|
|---|
| Pricing | Free: $0, includes form builder, client folders, notes, e-signatures, file uploads with up to 20 papers. Plus: $10/month for unlimited papers and priority support.
| From €17.10 per seat per month (or €205.20 per year excl. VAT, saving 10% vs monthly). Full product per seat, no feature tiers. 30-day free trial included.
|
|---|
| Key features | - Real-time form monitoring and responses
- Client folder auto-filing
- E-signatures on documents
- File uploads up to 25 MB per file
- Real-time team collaboration with named cursors
- Version history with full audit trail
- Form sharing via link and QR code
- Website form embedding
- Block-based form and document editor
| - Operations chat with Pilot for creating, searching, updating, and linking records
- Live Views as editable dashboards and boards on custom data models
- Custom objects and fields instead of vendor-defined templates
- Record notes and attachments with system-generated meeting recaps
- Role-based permissions and access control per team member
- Bulk CSV and Excel import with column mapping and duplicate handling
- Scheduled or on-demand CSV exports per object
- Embeddable web forms for lead capture mapped to CRM objects
- Webhooks for outbound events and inbound endpoints
|
|---|
| What makes it different | - Everything organizes itself by client automatically
- Clients need no account or app to respond
- Real-time collaboration keeps everything in one workspace
- Free plan includes form builder, notes, signatures and file uploads
| - AI assistant that executes CRM work in natural language without form navigation
- Custom-defined data model instead of rigid vendor-imposed schema
- EU data residency with GDPR-aligned governance and compliance
- Integration with Claude via MCP for AI-assisted CRM work inside chat apps
|
|---|
| Community votes | 0 | 0 |
|---|
| DR (Domain Rating by Ahrefs) | 1 ● no change since last check | 5 ▼ −1 (down) since last check |
|---|
| Trust Flow (Majestic) | 6 | 6 |
|---|
| Citation Flow (Majestic) | 19 | 27 |
|---|
| Referring domains (Majestic) | 8 | 27 |
|---|
Pocper
OSTRATA