Setting things up…
Setting things up…
Start with CRM and LinkedIn alone, add a mailbox and booking pages when you need them, and bring your own Anthropic key for AI drafting — nothing else turns on until you turn it on.
Vendors, WorkDrive, PageLens, Forms, and the MCP server are each switched on per organization, independently — a founder running sales solo can start with just CRM and LinkedIn and never see the rest of the menu until it’s useful.
That matters more for a solo operator than a large team: there’s no sales-ops person to configure eleven modules before day one. Turning on two of them is a decision you can make yourself, in minutes, and add the rest later without a migration.
Two-way calendar sync
Google Calendar or Microsoft 365 stays in sync in both directions.
The video link creates itself
Zoom or Zoho Meet meeting links are created automatically when someone books.
Reschedule and cancel by token
A prospect can reschedule or cancel without emailing you back and forth.
A LinkedIn profile becomes a Person, then a Lead — no manual re-entry.
Through your own paired browser session, with sensible caps already set.
Gmail, Microsoft 365, or any IMAP mailbox you already use.
Your public booking page handles the scheduling and the video link.
The parts of the platform that work the same whether it’s one person or twenty using them.
Bring your own Anthropic API key, or use a platform key under a spending cap you set yourself.
Apollo, Hunter, and Google Maps lookups show the credit cost before you spend, on your own connected account.
Custom fields, saved views, and rule-based scoring work the same whether it’s one person or twenty using them.
A profile you scrape becomes a Lead you can act on immediately, without copying it anywhere.
Start free with CRM and LinkedIn — add a mailbox or a booking page when you actually need one.