CRM & mail
Contacts become deals, deals move through your pipeline, and the mail about them lives beside them — drafted by agents, sent only by people.
Contacts, deals, pipeline
The CRM is the standard shape — contacts → deals → pipeline stages — with the non-standard property that it shares a database with your books and your licence ledger. A deal carries its notes and segment; winning it flows into invoicing and licensing without re-entry.
Mail with a human gate
Inboxes are Gmail-mirrored: Control syncs the thread history so customer conversations sit next to the customer record. Agents read context and draft replies; every draft waits in the approval queue until a person sends it.
Outbound sequences
Outbound sequences exist for the moments you genuinely need them — and they sit behind serious compliance guardrails: suppression, consent and rate discipline are enforced by the system, not left to the operator's memory.
Feedback intake
Customer feedback arrives manually or over IMAP, carries SLA fields, and converts to workboard cards so it enters the same flow as every other piece of work. Security reports are a first-class source — filterable on their own, because the commitment attached to them is different in kind.