Pipeline Intelligence
Contact sales
The modern contact center blends AI and people — agents that answer routine calls, humans who handle what matters, and full account context on every handoff. Connect gives you browser voice, queues, IVR, tickets, and email on your CRM, with optional AI phone agents on your main number and live briefings when your team takes over.
Screen-pop
Briefed on ring
Caller ID opens the dossier, risk score, and latest AI briefing before the agent answers.
Contact center
Queues & IVR
Shared inbound numbers, ACD routing, hold music, and ticket queues tied to CRM accounts.
AI phone agents
Front door or co-pilot
Let AI answer routine calls — or assist live reps with briefings and coaching. You set the mix per queue.
Connect Ops
Live wallboard
Supervisors see queue depth, calls in flight, and agent status — reps stay in one workspace.
Most teams aren’t replacing every agent overnight. They’re using AI to absorb repetitive volume — status checks, FAQs, routing, after-hours — and keeping humans on complex, emotional, and high-value conversations. Connect is built for that model, not a rip-and-replace fantasy.
Optional AI phone agents on your main number answer from your playbooks — hours, order status, billing FAQs, intent routing, overflow, and after-hours — without a press-1 phone tree.
When a person takes the call, they get screen-pop with dossier, risk, and live briefing — plus Signal coaching on screen during the conversation. The customer doesn’t hear it; your rep does.
Turn AI on per queue. Warm-hand off to the right team with intent and CRM context captured. Scale agents up or down — same workspace, same account record.
Connect adapts to how your team works. Same CRM, channels, and AI intelligence underneath — different goals, navigation, and coaching for each persona.
Customer care
Your classic inbound support motion — voice queues, IVR, agent Desktop, and SLA tickets — without agents juggling CRM tabs on hold.
Sales
Outbound and inbound sales calls with pipeline context, pitch angles, and Signal coaching on screen — not a bolt-on dialer beside the CRM.
Customer success
CS teams see at-risk scores, contract timing, and QBR-ready intel when customers call — email and tickets stay on the same account record.
Account management
Account managers get expansion goals, stakeholder gaps, and research briefings before executive calls — voice, SMS, and email in one workspace.
Deploy conversational AI on inbound lines to deflect routine calls or cover gaps when humans are busy. When the caller needs a person, Connect warm-transfers to your queue with dossier, history, and intent already on screen — not “please repeat your issue.”
Answer hours, order status, and common questions from your instructions — no “press 1 for…” maze.
Sales, support, billing, or technical — the AI figures out the right queue and hands off naturally.
Complex, urgent, or emotional calls route to your team — not voicemail limbo. Context travels with the call.
Known CRM contacts hear their first name when they call. Unknown numbers get a warm generic greeting — never guessed.
Keep answering when the team is away or lines are busy — hold, help, or route on your terms.
Each queue gets its own AI instructions — FAQ team, technical support, renewals, and more.
One natural greeting — the AI listens for intent instead of forcing a phone-tree menu.
Routine requests handled from your playbook. The right specialist queue when a human should take over.
Screen-pop, dossier, and call history — your rep continues the conversation without asking the customer to repeat.
Voice, email, SMS, and tickets tie back to one CRM dossier — so agents and supervisors never lose context across tabs or tools.
No PBX or desk phones required. Inbound and outbound calls run in the browser. Caller ID matches a CRM account — the dossier opens before you answer, with optional live Signal coaching during the call.
Connect your team's work mailbox once. Incoming threads route to the right account — every send logs to Activity.
Support queues linked to CRM accounts, plus shared inbound numbers with ACD routing — and optional AI phone agents that resolve from your playbooks and warm-hand off to humans when needed.
Text customers from the rep's Connect line. Threads attach to the account record alongside calls and email.
Managers get a dedicated ops view: live calls map, voice queue depth, agent status, call logs, and usage reporting.
Live AI briefings, Signal copilot grounded in per-account CRM, analytics hub, at-risk scoring, reports, and calendar ship with Connect.
When a known customer calls, your agent sees the full story — not a blank screen and three tabs to open.
No phone system to install — inbound to the rep's Connect line. Softphone accepts in the browser, no desk phones or separate app.
Caller ID resolves to a CRM account. Dossier, risk score, and last intel briefing load automatically.
Short coaching tips stream on the rep’s screen during the call — grounded in live transcript and CRM context. Only the rep sees them; the customer never hears it.
Most contact centers run a dialer, a CRM, a ticketing tool, and a separate AI add-on. Connect is one workspace with intelligence built into the account record.
Browser softphone, click-to-dial, and screen-pop on the same dossier your managers already use for pipeline and accounts.
Voice queues, SLA tickets, shared inbox, and SMS threads all attach to the CRM account — one history for every channel.
Live briefings, at-risk scoring, and Signal coaching grounded in your workspace data — not a blank ChatGPT window.
Connect plans include the full Pipeline Intelligence platform. Voice and SMS allowances are per seat; intel uses the same shared workspace pool as standard plans.
Connect Voice
$99
per seat / month
Connect Team
$139
per seat / month
Connect Scale
$199
per seat / month
Enterprise
Custom
25+ seats · annual invoicing
AI phone agents
$0.20/ min
Conversational AI on your main number — FAQ, routing, after-hours, and warm handoff to humans with CRM context. Billed per minute of AI conversation time; human agent minutes use your plan pool.
Connect is a paid product — no self-serve free trial. New phone teams: contact sales.
Need CRM-only (no phone)? Book a demo.
Connect is a separate product that includes everything in Pipeline Intelligence plus browser voice, SMS, ticket queues, workspace shared inbox, and Connect Ops.
No. Connect needs no heavy infrastructure — no PBX, SIP trunks, desk phones, or on-prem hardware. Reps use a browser softphone.
Any work mailbox your team uses — Google, Microsoft, IMAP, Yahoo, iCloud, or custom SMTP hosts. Connect is provider-agnostic.
A manager-facing ops surface with live calls map, agent line provisioning, call logs, and usage reporting.
Yes. Connect includes the full Intelligence platform, drawing from the same shared monthly pool as standard plans.
You decide. Most customers start with AI on routine traffic — FAQs, hours, status, routing, after-hours — and keep humans on complex or sensitive calls. Connect supports full AI handling, human-only queues, or a blend with warm handoff and screen-pop context. Nothing forces a rip-and-replace.
AI phone agents are an optional metered add-on at $0.20 per minute of AI conversation time on any Connect plan. Human agent voice minutes still draw from your seat allowance. See add-ons or contact sales to enable.
Optional conversational AI on your main number — it solves routine calls from your specialist playbooks (FAQ, support, routing) and routes to a human when the caller needs a person, with CRM context on handoff.
While a rep is on a live call, Signal streams short coaching hints on their screen — grounded in the live transcript and account record. It’s rep-only; the customer never hears it.
Admins pick a workspace persona at setup — Sales, Customer success, Account management, or Customer care (contact center). It adjusts navigation, account goals, and AI framing. You can change it later in workspace settings.
Both. Connect is a full CRM with intelligence plus browser voice, queues, IVR, tickets, and supervisor ops. Customer care teams use queues and Desktop; sales teams lean on outbound dial and pipeline views — same platform.
Connect has no self-serve free trial. Talk to sales for onboarding and a pilot, or book a CRM-only demo first.
“Whether your team is inbound support, outbound sales, or managing renewals — every call should start with the account story already on screen. That’s what Connect is built for.”
One workspace for customer care, sales, success, and account management teams.
Tell us your team type, agent count, and current stack — we’ll map Connect to your queues, personas, and go-live plan.
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