Features

The Fully Autonomous CRM, feature by feature.

Ten features do the work a sales team used to do by hand. Every one of them runs on Autopilot, or on Copilot when you want the sign-off.

01 · Autopilot & Copilot

Two modes. One switch.

The same agents run either way. On Autopilot they make every call — who to target, what to write, when to send, when to follow up — and interrupt you only when a decision genuinely needs a human. On Copilot you hand them missions in plain language and hold sign-off wherever you want it.

autopilotagents decide; you take the meetings
copilotyou set missions and approvals; agents execute
autonomy · who decides
Example
100
decisions today
2
reached you
who to targetagent
what to writeagent
when to sendagent
when to follow upagent
expand into a new marketyou
an unusual replyyou
Autonomyfull
Autopilot
Agents own targeting, writing, sending, follow-up, and requeueing
Copilot
Missions in plain language, sign-off on drafts, markets, or named accounts
Escalation
New markets, unusual replies, and anything with money or brand at stake
Switching
Change modes any time — nothing is reconfigured, nothing is lost

02 · The agent workforce

Seven agents, running the loop 24/7.

Company Finder, Contact Finder, Intelligence, Personalization, Sending, Scheduling, and Data Refresh. They hand work to each other in one pipeline: an account found in the morning is researched, written to, and sent by the afternoon. No seats to buy, no shifts, no ramp time.

autopilotthe full roster runs unattended, around the clock
copilotthe same roster, pointed at the mission you gave it
agent workforce · todayExample
Company Finder128 todaylive
matched accounts against your ICP
Contact Finder87 todaylive
verified decision-maker emails and dials
Intelligence340 recordslive
researched news, hiring, tech, personas
Personalization212 draftslive
wrote one unique email per prospect
Sending346 sentlive
sent across mailboxes inside the throttle
Scheduling7 bookedlive
booked meetings and set requeues
Data Refreshin 84 daysidle
re-crawls the database every quarter
7 agents · 24 hours · 0 seats · 0 shift handovers
The roster
Seven specialist agents, each owning one job end to end
The handoff
Output of one agent is the input of the next — no queue you manage
Hours
24/7/365, including the follow-ups nobody remembers to send
Cost
Credits for work done, not seats for people who log in

03 · The self-driving CRM

A CRM that fills and updates itself.

Records are created, enriched, and moved through the pipeline by the agents that did the work. Stages advance on real events — email sent, reply received, meeting booked — so the pipeline you look at on Friday reflects what actually happened, not what somebody remembered to log.

autopilotagents create, enrich, and advance every record
copilotsame, with stage changes you can review and override
crm · pipelineExample
New1,284
Bramblewick Labs
SaaS · 240 people
found · ICP match
Quillmarsh Freight
logistics · 380
found · hiring signal
Deverell Systems
SaaS · 90
enriched · 14 contacts
Ashcombe Freight
logistics · 150
3 contacts verified
Contacted612
Helvenor Software
VP Sales
day 1 email sent
Marrowfield Group
CRO
day 4 follow-up
Tarnwick Robotics
Head of Growth
day 9 breakup sent
Belhaven Freight
VP Ops
queued · day 1
Engaged148
Larkspell AI
VP Sales
replied · positive
Ostravane Health
CRO
opened 4 · clicked
Penhallow Group
Head of Growth
deck sent by agent
Corveth Systems
VP Sales
asked for pricing
Meeting23
Fablemoor Group
VP Sales
Thu 14:00 booked
Vantridge Logistics
Head of Ops
Fri 09:30 booked
Hollowmere Co
CRO
Mon 10:00 booked
Silverbrook Health
VP Growth
invite sent
1,412 record updates in the last 24 hours · 0 typed by a human
Pipeline
Stages advance on real events; every change carries the agent that made it
Records
Companies and contacts created and enriched automatically
Upload Pool
Stage domains, URLs, or a CSV at zero credits until agents process them
Data entry
None. There are no fields for you to fill in

04 · Targeting & ICP

Your ICP, drafted from your own website.

Agents read your site, your product data, and any documents you upload, then define who you sell to: industries, size, geography, titles, seniority. From there the target list builds itself against live signals — funding, hiring, news, tech stack — so it is never a static export going stale in a spreadsheet.

autopilotagents refine the ICP from what actually replies
copilotyou edit the ICP and aim it at specific segments
icp · target listExample
Drafted from yourcompany.com
industriesB2B SaaS · logistics
size50–500 employees
geoUS · EU
titlesVP Sales · CRO · Head of Growth
Matching right now
Bramblewick LabsSeries B · Tuesday
strong
Quillmarsh Freighthiring 3 SDRs
strong
Deverell Systemsnew outbound stack
strong
Marrowfield Groupnew VP Sales
medium
Corveth Systemsopened 2 offices
medium
Silverbrook HealthSeries A · March
medium
1,284 companies matched this week · the list keeps building on its own
ICP profiles
Company and contact profiles; multiple profiles for different campaigns
Company search
By ICP or custom filters: industry, size, location, tech stack
Contact search
By title, function, seniority, and department, within named accounts
Your lists
CSV upload and named-account lists, enriched on arrival

05 · Account intelligence

Research under every single record.

The Intelligence agent builds a research layer beneath every company and contact: funding and news, job postings, tech stack, work history, persona pain. Emails, phones, and firmographics are verified before anything sends, and the whole database is re-crawled quarterly so it reflects this quarter, not the one you bought the list in.

autopilotintelligence drives prioritization without you asking
copilotsame research, surfaced for you to read before you approve
account · intelligenceExample
Bramblewick Labs
B2B SaaS240 employeesBoston, MAICP match: strong
What the agents found
+Series B announced · $40MTue
+3 open SDR roles posted6d
+new CRO hired from Larkspell AI2w
+moved to a new outbound stack3w
+expanded into two EU markets6w
+product: usage-based pricing launchedQ2
+persona: pipeline-coverage pressureICP
Decision-makers
Elena Vasquez · VP Sales
email verified ✓ · direct dial verified ✓
Idris Kolawole · Head of Growth
email verified ✓
re-crawled every quarter · last refresh 6 days ago
Company data
Firmographics, news, funding, job openings, AI summaries
Contact data
Work history, social activity, seniority, AI profile summaries
Verification
Email and phone verified before a single send
Quarterly refresh
Stale contacts removed, new ones added, intelligence re-crawled

06 · Personalization

One unique email per prospect, with a reason for every line.

The Personalization agent writes from that account’s research, not a template with a merge field. It is trained on your company and product data and on hundreds of sales methodologies, and it picks the one that fits the signal it found. Automated QC checks company match, name accuracy, grammar, and claims before anything queues.

autopilothundreds of drafts written and sent without review
copilotdrafts queue for your approval; edit or reject in bulk
personalization · draftsExample output
challengersubject: your SDR ramp after the raise

“Congrats on Tuesday’s raise — targets usually rise months before headcount does.”

trigger: Series B · persona: VP Sales

spinsubject: covering pipeline with 3 seats open

“How is the team covering pipeline while the SDR roles are open?”

trigger: 3 open SDR roles · persona: Head of Growth

consultativesubject: what changed when you moved outbound stacks

“Most teams that switch stacks lose two months of sending reputation. Did you rebuild the domains or keep them?”

trigger: new outbound stack · persona: RevOps

value-firstsubject: EU expansion and your sending domains

“Two new markets usually means new mailboxes. Here is the warmup schedule we use before the first send.”

trigger: EU expansion · persona: CRO

Automated QC · before anything queues
company match contact match name accuracy grammar claims
209 drafts passed · 3 held for review · nothing sends unchecked
Bulk personalization
Hundreds of unique emails at once, each from its own research
Methodology
Challenger, SPIN, and more — chosen per signal, not per campaign
Your voice
Custom prompts guide tone, references, and which pain points to press
Automated QC
Company-contact match, name accuracy, grammar, and claim checks

07 · Email infrastructure

The agents own the mailboxes.

Sending domains are bought, configured, warmed, rotated, and monitored by agents — nobody on your side touches DNS. Cold outreach runs on 3–5 dedicated domains with their own reputation and dedicated IPs. Your primary domain never sends a single cold email.

autopilotagents buy, warm, rotate, and retire mailboxes on their own
copilotsame infrastructure; you approve domains and personas
sending infrastructureExample
5
domains
44
mailboxes
96%
inbox placement
yourcompany.com
protected · never sends cold email
try-yourco.com
10 mailboxes · sending 30–50/day
yourco-hq.com
10 mailboxes · sending 30–50/day
yourco-team.com
8 mailboxes · sending 30–50/day
meet-yourco.com
8 mailboxes · sending 30–50/day
get-yourco.com
8 mailboxes · warming · week 2 of 4
Warmup ramp · one mailboxcold send · 30–50/day
day 1first cold sendday 22
SPF · DKIM · DMARC · dedicated mail servers and IPs
Domains
3–5 dedicated sending domains with SPF, DKIM, and DMARC configured
Mailboxes
Up to 10 per sender persona, rotated automatically across domains
Warmup
2–4 weeks on a real email network before the first cold send
Deliverability
Inbox placement, spam scores, and sender health monitored daily

08 · Cadences & follow-up

Follow-up that adjusts itself.

Describe a cadence in a sentence and agents build it: duration, sending days, business hours, three to five touches. Each follow-up is written against the same account research as the opener. Agents A/B test subject lines and angles, keep the winner, and adjust on reply rate — the thing nobody has time to do by hand.

autopilotagents write, test, and tune cadences continuously
copilotyou set the shape; agents fill and test it
cadence · 9 daysExample
Built from one sentence you typed
“three touches over nine days, weekdays only, business hours”
Day 1opener · trigger-led212 sent
14 replies · 3 meetings booked
Day 4follow-up · new angle168 sent
9 replies · 2 meetings booked
Day 9breakup · low pressure121 sent
6 replies · 1 meeting booked
A/B test · agents keep the winner
subject v2 · “your SDR ramp”7.4% replies
subject v1 · “quick question”4.1% replies
sends in the recipient’s business hours · 30–50 per mailbox per day
Generation
Cadences built from a natural-language description in seconds
Schedule
Configurable duration and sending days, in the recipient’s timezone
Testing
A/B variants run and compared; the winner keeps sending
Volume
30–50 emails per mailbox per day, spread across business hours

09 · Unified inbox & meetings

Replies triaged, meetings on your calendar.

Hundreds of mailboxes land in one inbox. Agents read every reply: routine ones they answer, decks they send, no-thank-yous they requeue for next quarter. Meeting requests become calendar invites. What reaches you is the short list that actually needs a person.

autopilotagents answer, book, and requeue; you get the calendar
copilotagents draft the replies; you send them
unified inbox · 44 mailboxes2 need youExample
Needs you
Larkspell AI“Can you do Thursday?”
meeting request · routed to you
Ostravane Healthpricing question
reply drafted · awaiting your OK
Handled without you
Marrowfield Group“Not right now.”
agent set requeue · next quarter
Quillmarsh Freight“Send the deck over.”
agent sent deck · follow-up in 3d
Tarnwick Robotics“Try me after our fiscal year.”
agent set requeue · February
Corveth Systemsout of office until the 14th
agent paused cadence · resumes 14th
On your calendar this week
Tue 11:00Head of Ops · Quillmarsh Freight
Thu 14:00VP Sales · Larkspell AI
Fri 09:30CRO · Bramblewick Labs
every mailbox, one inbox · delivery, opens, and clicks tracked per email
One inbox
Every mailbox consolidated; reply directly from the unified view
Reply handling
Routine replies answered, decks sent, no-replies cooled and requeued
Meetings
Requests confirmed and booked, follow-ups scheduled automatically
Tracking
Delivery, opens, and clicks per email; full sent history across accounts

10 · Controls & reporting

You can see everything, and stop anything.

Autonomy is not a black box. Suppression lists protect customers, partners, and competitors org-wide. Cooling periods keep prospects from being touched twice in a quarter. Volume is capped per mailbox, tracking is optional, and one switch stops all outreach without losing a single setting.

autopilotguardrails are the boundary the agents work inside
copilotguardrails plus approval gates wherever you want them
controls · org-wideExample
outreachon
daily volume40 / mailbox
cooling period90 days
suppression list1,284 accounts
open trackingoff
draft approvalcopilot only
Reply rate · last 12 weeks6.8% this week
−11wthis week
per campaign, per person, per cadence · export to CSV any time
Suppression
Customers, opportunities, partners, and competitors excluded org-wide
Cooling
60–90 day cooling, then contacts reset to New for next quarter
Limits
Per-mailbox volume caps, gradual ramp-up, optional open tracking
Reporting
Email, account, contact, cadence, and team reports; CSV export

The stack

Ten features that replace six tools.

CRM seatdata providersequencersending infrastructurewarmup toolschedulerLeadgenerator

Owning the whole loop — the data, the writing, the sending infrastructure, the follow-up — is why the agents can run it without you, and why your sales team only shows up to close.

The rest of it

Everything else in the box.

The ten above are what the agents do. Here is the rest of what ships with them.

CRM & data

  • Fully autonomous CRM with pipeline tracking
  • Company enrichment: firmographics, news, job openings
  • Contact enrichment: work history, social activity, summaries
  • Email and phone verification
  • Search companies by ICP or custom filters
  • Find contacts within specific companies
  • Search by company name or URL
  • Bulk enrichment for existing records
  • CSV upload to CRM with automatic enrichment

AI training & ICP

  • Company data import from website or PDF upload
  • Manual entry: mission, value props, differentiators
  • Multiple company records for different messaging angles
  • Product data import: features, benefits, use cases
  • Company and product data linked for coherent messaging
  • ICP company profiles: industry, size, location, tech stack
  • ICP contact profiles: title, function, seniority, department
  • Default ICP profiles used automatically by agents

Email infrastructure

  • 3–5 dedicated sending domains per account
  • SPF, DKIM, and DMARC configuration
  • Up to 10 mailboxes per sender persona
  • Automatic mailbox rotation across domains
  • 2–4 week automated warmup via a real email network
  • Deliverability monitoring and inbox-placement tests
  • Google Workspace support with OAuth and app passwords
  • Text-based signatures and configurable sender names

Cadences & personalization

  • AI cadence generation from natural language
  • Configurable duration, sending days, and business hours
  • Recipient timezone-aware sending
  • 3–5 follow-up emails per cadence
  • Bulk personalization of hundreds of emails at once
  • Manual personalization for high-priority prospects
  • Custom prompts for tone, references, and pain points
  • A/B test cadences by running them sequentially

Lists & suppression

  • Upload Pool staging for companies and contacts
  • Zero-credit staging until agents process
  • CSV upload or manual entry of domains and URLs
  • Automatic flow from pool into the CRM
  • Suppression list for customers, partners, competitors
  • Organization-wide suppression enforcement
  • 90-day cooling with configurable duration
  • Contacts auto-reset to New after cooling

Inbox & reporting

  • All mailboxes consolidated in one view
  • Reply directly from the unified interface
  • Delivery, open, and click tracking per email
  • Email performance over time
  • Engaged accounts and engaged contacts
  • Cadence reports, step by step
  • Team reports and per-member metrics
  • CSV export and personal vs. company-wide views

Team & administration

  • Google OAuth single sign-on
  • Password-based login option
  • Role-based access: Standard and Admin
  • Team member invitations via email
  • Built-in project management with Kanban view
  • Tasks with due dates, priorities, and assignees
  • Assign tasks to the Leadgenerator CS and GTM team
  • Dark mode and light mode

Support & services

  • Dedicated Customer Success manager
  • GTM Engineering done-for-you service
  • Scheduled support meetings
  • Self-service knowledgebase
  • Video tutorials and feature walkthroughs
  • Support ticket system
  • Credit usage tracking and optimization

See all ten running on your domain.

One step of setup. Two modes of control. A pipeline that fills itself.