Leadvio

Run your whole business from one screen. Your AI team prepares, your people decide. AMW Suite runs your whole business from one screen. Your customers, calls, texts, WhatsApp and email, support tickets, website forms, client portals, quotes and signatures live in one place, with one login and one invoice. Everything about each customer stays together. Every call, text, email and ticket is saved under the customer's name, so anyone on your team can pick up where someone else left off. An AI team works inside your records. It drafts support replies in your voice, ranks who to call each morning and why, and drafts the follow-up email for each. Nothing goes out until someone on your team approves it. AMW Suite works in the browser and in apps for iPhone, Android, Mac and Windows.

Manage your team, tasks, stock and stores in one workspace, with an AI assistant for questions about daily operations. Headoffis is a business operations workspace for small businesses and retail teams. It brings people, locations, inventory, sales and tasks together, helping owners coordinate daily work across their business. Teams can assign responsibilities, organize recurring routines, plan shelves and store layouts, and communicate through shared chats. An AI assistant answers questions about tasks, sales and stock using information the signed-in person is authorized to access. Role-based permissions help control access, while shared operational records keep teams working from the same information. Integrations with Square and QuickBooks Online will help connect your existing business tools, with more integrations on the way.

AI project management workspace for planning and completing work Colony is an AI-powered project management and business workspace that turns ideas, client briefs, and busy workweeks into actionable plans. It breaks projects into phases, milestones, and tasks, then helps teams assign work, track schedules and workload, and follow up through completion. The platform also combines client and CRM management, team collaboration, project planning, and integrations in one workspace.

AI revenue agents automate prospecting, sales workflows, and account growth. Rox is an AI-powered revenue platform that automates sales workflows for teams, from prospect research and lead qualification to meeting booking, deal management, and account expansion. Its revenue agents work across connected CRM, productivity, and sales systems, with plans for individual professionals, teams, and enterprises. The platform uses Agent Actions to meter usage and offers features such as account and contact enrichment, multi-channel outbound, CRM sync, and data warehouse sync. Rox states that customer data is encrypted in transit and at rest, is not used to train generalized machine-learning models, and that automated features operate within user-defined parameters and require oversight.

AI revenue platform that automates startup sales, outreach, CRM, and pipeline management. Monaco is an AI-native revenue platform for startups that replaces legacy CRM systems and separate sales tools. It builds and enriches a target market database, identifies buyers, monitors buying signals, runs outbound campaigns, captures customer interactions, and manages sales pipelines in one system. Monaco’s agents automate research, outreach, reminders, meeting summaries, record updates, and follow-ups, while forward-deployed sales executives help customers launch their go-to-market motion quickly.