
Scout Assistant
Ask about recorded workspace context, explore linked records, and prepare a draft for human review. Scout is available on Growth and Scale; personal sending remains separately gated.
See the screenLeadBin brings your pipeline, relationships, follow-up, and team conversations together,
so everyone can see the context behind the next step.
Keep the inquiry, conversation, open deal, next meeting, and support issue in one clear picture. Explore how the work comes together in LeadBin.
Today brings due tasks, meetings, pipeline priorities, service work, and a focused revenue action list into one view. Each priority links back to its record so your team can check the context and take the next step.

Revenue Rescue gives Growth and Scale teams a focused queue for missed follow-ups, quiet deals, renewals, and reactivation candidates. Each finding shows its recorded evidence and source, so you can review the context before assigning, snoozing, or completing the next step.

Teamwork gives every workspace a lasting place for team updates, direct and group chats, and conversations linked to customer records. See your teammates, search earlier messages, mention someone who needs to act, or keep chat open in its own window.

Search and filter contacts across the full workspace, update common sales fields in place, and review changes to selected records. Shared static and dynamic prospect lists help the team work from the same set; the Import Center previews CSV or Excel updates before anything is saved.

Pipeline Pulse shows Starter and higher teams where deals sit, how long they have been there, and which forecast inputs need attention. Recorded amounts stay separate from weighted estimates, with missing dates or history called out instead of guessed.

See dated tasks and LeadBin meetings in month, week, or day view. Schedule privately or for workspace members, and keep an existing meeting link close to the work. Connected Google and Microsoft events remain approved pilots; native LeadBin video is available to signed-in workspace members.

LeadBin keeps the source of a recommendation close. A quiet deal is a prompt to review, not a prediction that it will be lost. A recorded amount is context, not revenue already won.
When the work is agreed, take it through QuoteBin Track the effort behind it with TimeBin
Ask about recorded workspace context, explore linked records, and prepare a draft for human review. Scout is available on Growth and Scale; personal sending remains separately gated.
See the screen
Open a support ticket in a right-side drawer, assign the right teammates, and keep priority, status, and response history together.
See the screen
Build playbooks and rules that create owned tasks or in-app alerts from saved CRM events. Email drafts require a person to review them.
See the screenStart with the essentials, bring your team into the same picture, and grow into the workflows that fit your process.