No company lists imported.
No account inventory yet.
No people discovered.
No verified contacts yet.
Nothing has been sent to Reply.io.
No background jobs running.
Import a company list or add a company manually to start working through CRM records.
Window
HubSpot deals live here in a separate operating surface from the CRM database.
Window
Create scheduled, event-driven, and manual workflows that run CRM actions without turning the interface into a waiting room.
Automation Manager
Choose a workflow on the left or create a new one. Nothing runs until a workflow is active.
Workflow
Action Stack
History
Window
Manage CRM identity, connected services, reusable functions, and generated content.
CRM
Workspace UX
Visual Rules
CRM Table · Built-in rule
This built-in rule stays active when custom rules are turned off.
CRM Control Center
Manage your connections and the updates they bring into your CRM.
Sequencing + contact updates
Saves this key, then syncs sequences, sender accounts, and TrueReach fields.
Email + Phone + People Data
Saves this key and checks the connection without using enrichment credits.
CRM fields
Email and Phone are built-in contact fields. Choose the provider and label for the button beside each empty value.
Uses the FullEnrich connection above. Each button searches only its own field; existing values are kept. Lookups may use provider credits.
AI People Research
Ask Gemini directly for people who fit your prompt; no other provider is required in direct mode. Recommendations and suggested references need verification. People Search functions also offer optional Exa or FullEnrich candidate ranking. Verification checks model access without running research.
AI Models
AI Search
Pipeline
Workspace access
API & MCP setup guide ↗ · Connect an agent, choose its permissions, and follow example workflows.
Reusable actions
Find and add relevant contacts from selected companies.
People Search
Auto-Tag
Generate Field Content
Enrichment
Generate Field Content
Saved searches
Your saved CRM and Pipeline searches, ready to reopen with the latest matching records.
Saved searches
Outbound operations
Your inbox directory, access notes, and sending capacity in one place.
Open your inboxes without installing anything. Use Open inbox beneath an email address and sign in to that address when Google asks. You can keep multiple accounts signed in in this browser. If Google opens a different account, use Choose account.
Window
Manage the CRM schema, field visibility, and filter availability from one compact reporting catalog.
Catalog
Selection
Choose a system field, AI signal, or custom field to inspect and manage it here.
Field
Definition
Allowed Values
Operators
Availability
Link cells open a web page in a new tab. Choose the full URL or custom display text for each link, and use the edit button to change it.
Associated Match Score Field
This field reads from the selected Match Score result on each company record.
Match Score Configuration
Upload one or more CSVs of reference domains, then score selected CRM companies from the slash menu. Results are stored as a 0-100 reporting field.
Operators
Availability