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Matt Burkett🛠️ 1 toolJul 2, 2026@BurkettOptiIt's frustrating being miscategorized. The CRMopti isn't the main focus of the DealFlow. The idea is to be able to know your customer before you even talk to them. First figure out your ideal client profile, then grab some leads and push them to the salesopti (the most powerful part of the entire program) and get to know them before you even talk to them! Know that you can run any particular part of the system by itself. Also, the check out the free tools if you get a chance.
Specialized tools 20
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One AI platform to run your entire B2B sales pipeline.It's frustrating being miscategorized. The CRMopti isn't the main focus of the DealFlow. The idea is to be able to know your customer before you even talk to them. First figure out your ideal client profile, then grab some leads and push them to the salesopti (the most powerful part of the entire program) and get to know them before you even talk to them! Know that you can run any particular part of the system by itself. Also, the check out the free tools if you get a chance. -
AI-powered CRM that maximizes your working day. -
AI CRM that remembers everything and does the work for you.Love this CRM. No fields to configure or pipeline to define, it just does everything for you. -
AI-powered relationship intelligence for private capital firms. -
Bring your CRM data into ChatGPT conversations. -
Professional client management made simple. -
Boost sales efficiency with AI-powered CRM. -
AI-native CRM that transforms complex tasks into intelligent workflows. -
The agentic CRM that maintains itself. -
AI Agents driving Net Revenue Retention increases in B2B Companies -
Your Personal Sales Engine -
AI Copilot that automates CRM and event tasks. -
Elevate WhatsApp business with ChatGPT AI CRM. -
Manage your CRM through chat and voice. -
AI-powered CRM analytics for smarter business growth. -
Streamline client work with an all-in-one hub -
AI-powered CRM co-pilot for Gmail -
Automate customer interactions with conversational AI
Also used for CRM 8
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Your AI business agent platform, on any channelOpen✧ Auto Follow-ups and Auto CSAT: re-engage silent leads and measure satisfaction automatically. ✧ WhatsApp Campaigns: broadcasts with a full templates editor. ✧ New channels: SMS and Facebook Messenger, so your assistant meets customers wherever they already are. For any WhatsApp you can connect multiple numbers. ✧ Assisted Human Replies and Canned Replies: an AI co-writer in every reply box, one-tap saved answers ✧ Human-Only Mode and per-contact AI control: you decide exactly where AI replies and where humans do ✧ Contact Properties, Segments and Segment actions: CRM-grade customer data your assistant keeps updated on its own ✧ Customer Insights and expanded analytics: CSAT trends, resolution times and peak-hours activity and more. ✧ New integrations: Odoo, WooCommerce, Zoho Booking and Calendar, Outlook Calendar, and a WordPress plugin ✧ File actions: your assistant creates CSVs and PDFs on demand ✧ Newest models in your picker: Claude Sonnet 5, GPT 5.4, Gemini 3.5 Flash, Grok 4.3 and Muse Spark 1.1. You choose the model, per assistant ✧ Full Agencies Suite: sub-organizations, white-label, custom domains, spending caps and consolidated billing. You control every client account ✧ Single Sign-On (SSO) on every Business plan: Google Workspace, Microsoft Entra ID, Okta, or any OIDC provider ✧ Duplicate Assistants: clone a proven setup for the next client in seconds ✧ API access on every plan, with API key rotation: embed the assistant in your own product or a client’s ✧ Custom Roles: full RBAC (role-based access control) on every plan, so your team (or a client’s) sees only what they should ✧ Invent Chat now has a real computer: ask for a chart, doc, or analysis and get the finished file back ✧ Enterprise-grade trust: Audit Logs, session management, SOC 2 Type II certified ✧ Invent is a Meta Business Partner -
Notis is the AI intern one message away from your entire tool stack. Dictate ideas, delegate the busywork, and let Notis update your workflows across WhatsApp, Telegram, iMessage, Slack, and email. Notis 07.26 is our biggest step since v3 — Notis now works on your own computer and inside the coding agents you already use. In this release: Your Computer: run shell commands, connect your local tools (MCP), and drive desktop apps with no API — opt-in, with an approval level you control. Notis for Coding Agents: connect once and Codex, Claude Code, and Cursor work through your Notis account — skills, integrations, and memory, everywhere. Now on GPT-5.6: every task runs on OpenAI’s newest models — same dial, sharper underneath. More: per-thread usage in the Manager, smoother trials, and reliability fixes. Read the full release: https://notis.ai/changelog/07-26
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I started using Team Pulse recently, and I really like how simple it feels. Managing projects, tasks, and pipelines in one place is smooth, clean, and easy to understand without overcomplicating the workflow.
