One platform.
Every customer touchpoint.
Unified inbox, Client 360, AI copilot, and deep integrations — built for teams that refuse to lose another customer to fragmented tools.
The problem
Small teams. Big expectations.
Zero margin for error.
One person, five roles.
Your best rep handles sales, support, onboarding, renewals, and billing. When they're on a call, everything else stops.
Slow replies kill deals.
A prospect emails at 9 AM. Nobody sees it until 2 PM. By then they've already replied "we went with someone else."
Bots everywhere. Humans nowhere.
Every tool has an auto-reply or chatbot. Customers don't want another bot — they want someone who knows their name.
"Can you repeat that?"
Customer explains their issue on WhatsApp. Then again over email. Then again to your colleague. Zero context carried over.
Churn you never saw coming.
A $40K account hasn't logged in for weeks. Their last email was a complaint. Nobody connected the dots.
Flying blind on customer health.
No dashboard, no score, no signal. Just a gut feeling. By the time you realize an account is unhappy — they've left.
"I'll ask my boss and get back to you."
A customer asks a technical question — how to build a pergola, which product fits their spec, what the installation rules are. Your rep doesn't know. The answer lives in someone's head, not in a system. The customer waits. The deal cools off.
Knowledge trapped in people's heads.
Product specs, pricing rules, installation guides, sizing tables — it all lives in spreadsheets, PDFs, or just tribal knowledge. When the expert is unavailable, everyone else guesses.
Capabilities
Everything your team needs.
Nothing it doesn't.
Unified Inbox
Gmail, Outlook, WhatsApp, Slack — every conversation in one timeline. Smart routing, AI classification, and instant context.
Client 360
Full customer profile with communication history, health scores, deal pipeline, tasks, financials, and relationship graph.
AI Copilot
Detects technical questions in real time and surfaces answers from your knowledge base — so any rep can respond like an expert without asking the boss.
Knowledge Base
Upload product specs, sizing rules, installation guides, or any domain expertise. The AI Copilot pulls the right answer instantly — turning every rep into a subject-matter expert.
Smart Routing
SLA timers, auto-assignment rules, escalation paths, working hours, and auto-reply — so every message reaches the right person at the right time.
AI Classification
The AI learns your categories from real data — no fixed taxonomy. Threads get labeled, routed, and archived automatically as patterns emerge.
Response Templates
Pre-built replies with smart variables. Or describe what you need in plain English and the AI Builder writes the template for you.
Workflow Automations
Event-driven workflows with AI steps, conditions, delays, and actions. Automate routing, escalations, and follow-ups without code.
Identity Resolution
AI-powered duplicate detection with confidence scoring. Merge contacts, track history, and keep your CRM clean automatically.
Ontology Platform
Connected object graph with dynamic registries, pipeline DAG, operations canvas, and visual data lineage for your entire operation.
Global Search
Cmd+K across contacts, messages, deals, and tasks. Find anything in seconds with grouped results and keyboard navigation.
Analytics & Reporting
Trends, activity breakdowns, top contacts, and CSV exports. See how your team performs across 7, 30, and 90-day windows.
Product preview
Four screens. One platform.
Every conversation.
One timeline.
Gmail, Outlook, WhatsApp, Slack — all in one place. AI suggests replies, classifies messages, and surfaces the context you need.
The full picture.
Every touchpoint.
Activity timeline, relationship graph, files, deals, health scores — everything about a contact on one screen. See how every communication, document, and interaction connects.
Your pulse.
At a glance.
Real-time stats, AI insights, activity feed, and health scores. Know exactly what needs your attention the moment you open the app.
Every deal.
Every stage.
Visual Kanban pipeline with probability tracking, contact links, and automated stage transitions. Never lose track of revenue.
* Animations are conceptual illustrations of the platform. Actual product interface may differ.
Integrations
One hub. Every channel.
Connect email, messaging, ERP, and commerce in minutes — with more on the way.
Gmail
OAuth 2.0 · Real-time sync
Outlook
Microsoft Graph API
IMAP/SMTP
Any email provider
Business API · Coexistence Mode
SAP B1
Service Layer API
Priority
REST API integration
WooCommerce
Orders & customers
WordPress
Content & forms
Roadmap
And that's just the start.
We're building connectors for every tool your team touches.
Let's talk.
We're building the future of SMB business intelligence. If that sounds interesting, reach out.
mindpathbi@proton.me