Everything you need, on one page.

Custom objects with 28 field types, lookups and formulas, list views with grouping, filters and import/export, and a record page with activity, notes, tasks, files and chats.

A shared inbox for WhatsApp, email, SMS, Instagram, Facebook and website chat — with auto-assignment, SLA targets, CSAT, a template library, broadcasts to lists and AI drafts.

Web forms with sections, typed fields and conditional branches. Every submission becomes a record in your CRM and can start a workflow — shared as a link or embedded on your site.

Shared calendars with month, week, day, agenda and year views, bookable time slots for your services, meeting links and reminders sent by workflows — inside your CRM.

Coming soon — a client portal with customer login, where clients see their records, appointments, invoices and documents and message your team.

Molly answers with live charts and takes 165 actions behind a confirm step; AI agents get their own instructions, knowledge, tools, monthly budget and a queue of approvals.

No-code workflows with run logs, health checks, versions and test runs, and chatbots with drop-off analytics — both writing to the same CRM.

Kanban pipelines on any object — board and table views, per-stage required fields, flow-specific fields, overdue flags and a stage-transition history on every record.

Tasks with priorities, due dates, assignees and linked records — many written by workflows — tagged notes on every record, internal team chat and notifications.

Invoices as records in your CRM — auto-numbered, linked to the client and the job, totalled by formula, with payment mode, status and receipts, and workflows that chase what's due.

Custom dashboards built from saved reports — KPI tiles, 40+ chart types, leaderboards and pinning — plus a visual report builder, AI report suggestions and a query console.

An AI knowledge base that ingests PDFs, Office files, sites and audio into a drive of folders, plus klerc Sheets (237 functions) and klerc Docs with lossless .docx round-trips.

Relationship-based access control, system and custom roles with a drag-and-drop hierarchy, record and field-level security, audit logs, feature toggles, two-factor sign-in and scoped API tokens.

Nearly 1,000 app integrations powered by Composio, plus a REST API over every object and action with an OpenAPI spec, scoped tokens and SOQL over HTTP.