You're viewing a demo workspace with sample data (pipeline, AI, LedgerAI, campaigns, integrations). Upgrade to use your own data and unlock full features.
Setup Guide
The live CRM includes a guided setup: connect channels, configure AI receptionist, and capture your first lead. This demo focuses on the dashboard and pipeline — create a workspace to run the full checklist.
In the full product, this section matches the real CRM. The interactive demo below shows leads, activity, and pipeline metrics in real time.
Open pipeline demo →