Automate everything.
Design powerful workflows that automate your entire workspace.
Schedule autonomous AI agents that run on your behalf. Triage email, qualify leads, review stale deals, send weekly reports — on a cron, a trigger, or a one-time schedule.
Set triggers on stage changes, field updates, new entities, or inactivity. Actions fire automatically: create tasks, move stages, send emails, update fields.
A single event can cascade across CRM, email, documents, and calendar. One trigger — everything moves.
Transform how
your team operates.
Scale productivity with real-time messaging and a dedicated AI for every team member.
Real-time conversations embedded directly in the workspace. Talk to your team while you're working on a deal, reviewing a document, or inside the AI chat. No Slack tab needed.
Admin, member, and guest roles with module-level access control. Choose who sees finance, capital, or CRM data. Audit log tracks everything.
Team wiki, collaborative pages with inline comments, and a master contact directory that every team member contributes to.
Sync your Gmail.
Your workspace is ready.
Onboard in minutes. Connect your tools once and your entire workspace populates automatically.
Two-way email sync with automatic contact enrichment. Your CRM populates itself from your email history. No CSV imports, no manual data entry.
Connect thousands of banks through Plaid. Sync Stripe for live revenue, invoices, and payment tracking. Real-time cash position and burn rate.
Google Calendar for scheduling, GA4 for web analytics, Slack for notifications, RSS for market intelligence. One connection each — data flows in automatically.
Every report.
Built in from day one.
Visualize your data with powerful insights that work out of the box — no setup required.
Executive overview, sales performance, account management, rep activity, and pipeline health — ready on day one. No setup, no drag-and-drop chart builders.
Reports that pull from CRM, finance, email, calendar, and web traffic in a single view. Real data across your whole business, not siloed metrics.
GA4 traffic, acquisition channels, conversion funnels, visitor geography, and page performance — all inside your workspace where S2X can use it.
Minimal clicks.
Maximum velocity.
Every action in the workspace is a hotkey or a quick search away. Hit ⌘K to jump anywhere — create a deal, draft a document, check your runway, message your team. The entire platform is built for speed, with quick-action menus in every module.
