Pipeline
Drag-and-drop deal management
Customizable stages, deal totals, and forecast rollups in one view.
Built for the remote sales floor
Cloud calling, Maggie AI, prospecting, sequences, and compliance — everything your distributed team needs to sell from anywhere.
Latest updates
Shipped in the current release
A snapshot of what's new. See the full changelog →
Maggie AI assistant
Voice + chat with wake-word, personalized greeting, and workspace tool-calling.
Sequences auto-send email
Email steps send through your connected mailbox — no manual task step.
B2B Prospecting
Google Places business search with one-click convert-to-lead and dedup.
TCPA + CAN-SPAM enforcement
DNC checks, 8AM–9PM local calling hours, STOP opt-out, unsubscribe headers.
Social Command Center
Connect Facebook Pages and Instagram Business, view feeds, schedule posts.
Customer Portal + PII vault
Encrypted storage for cards, SSN, and ID docs — owner-only access.
Cloud Calling & Live Coaching
A real sales floor, in the browser
Twilio-powered cloud softphone your team runs from a laptop anywhere. Presence shows who's on a call or available across timezones, and managers can listen, whisper, or barge in live — no install, no VPN, no office required.
- Browser softphone — works on any laptop, anywhere
- Presence & status board across the whole team
- Live monitoring, whisper coaching, and barge-in
- Auto-recording, AI summaries, and QA scorecards
- Shifts & clock-in so you know who's on shift
Maggie — AI Assistant
A voice and chat assistant that actually works inside your CRM
Maggie is the built-in AI assistant for your workspace. Talk to her out loud with a wake word, or type in the chat. She greets each user by their preferred title and last name and can act on your workspace — not just chat about it.
- “Hey Maggie” wake-word activation for hands-free voice
- Personalized greeting using the workspace owner's title + last name
- Voice and chat share the same assistant, tools, and history
- Tool-calling into the workspace — draft emails, launch tasks, edit workspace content and websites
- Per-user voice and settings that follow you across devices
Coaching Hub
Coach every rep, on every call, from anywhere
Score sessions across six pillars, set goals and milestones, and watch trend lines per agent over time. Every coaching PDF is auto-archived to a Documents folder so 1:1s and QBRs are always client-ready.
- Six-pillar scorecards: discovery, objection handling, product, closing, tone, compliance
- Goals & milestones with completion percentages per agent
- Auto-archived coaching & campaign reports in branded PDFs
- Agent profile pages pulling latest scores, recent activity, and team-feed posts
Power Dialer
A real power dialer — including a pop-out window
Sequential ringing routes inbound calls one agent at a time based on presence. Outbound queues claim leads with row-level locking so no two reps dial the same person. And the whole dialer pops out into its own resizable window.
- Presence-based routing — Available and Inbound-Only statuses get calls; offline reps don't
- Server-side lead claiming with SKIP LOCKED — never double-dial a contact
- Disposition-driven recycling — schedule retries automatically per campaign
- Inbound voicemail when no agents are available, scheduled callbacks, and a pop-out PWA window
Sequences that actually send
Multi-touch cadences that send email for you
Build multi-step outreach and let it run. Email steps auto-send through the rep's connected mailbox — no more “sequences” that just create a task for a human to send manually.
- Email steps auto-send through the rep's connected SMTP mailbox
- Auto-stop enrollment on reply
- Open and reply tracking per step
- Branching cadences with per-campaign templates
B2B Prospecting
Find real businesses and push them straight to leads
Search live business data by keyword and location, then convert results into leads in a single click. Deduped against your existing pipeline and scoped to your workspace.
- Google Places business search by keyword + city / region
- One-click convert result to a lead with contact and website populated
- Dedup against existing leads and contacts on the same phone / domain
- Org-scoped — prospecting data never crosses workspaces
Compliance built in
TCPA and CAN-SPAM guardrails, on by default
Sales tooling that ignores compliance is a liability. Magna247 enforces the basics automatically — before the call connects, before the newsletter goes out.
- Internal DNC list checked before every outbound dial and SMS
- Calling-hours guard: 8AM–9PM in the recipient's local time zone
- Automatic STOP / UNSUBSCRIBE keyword opt-out for SMS
- Newsletter sends require a physical address block; List-Unsubscribe (RFC 8058) headers added automatically
- Secrets and PII encrypted server-side (AES-256-GCM)
Two-Way Email
Send and receive email inside the CRM
Connect your own SMTP to send from your domain and add IMAP for inbound. Replies land on the matching lead or contact's timeline automatically.
- Bring-your-own SMTP — credentials encrypted server-side, never shipped to the browser
- IMAP polling for inbound, plus a Mail Setup panel to connect mailboxes
- Per-workspace inbound webhook URL & token as an alternative to IMAP
- Inbound emails auto-matched to leads and contacts by sender address
Take a tour of the product
A peek at three more workflows your team will live in every day.
Sequences
Multi-touch email cadences
Build branching sequences, auto-stop on reply, and track open/reply rates per step.
Analytics
Real-time KPI dashboards
Revenue, connect rate, and agent scorecards — refreshed live, not nightly.
Everything else a remote team needs
The full feature set — every plan includes a 14-day Team trial.
Cloud Softphone
Browser-based dialer with recording, scripts, and live whisper coaching — no install required.
Presence & Status Board
See who's on a call, on break, or available across every timezone — like a real sales floor.
Pipeline & Deals
Customizable stages, kanban view, and forecast rollups in real time across your distributed team.
Coaching Hub
Six-pillar scorecards, goals & milestones, and auto-archived coaching PDFs per agent.
Inbound Voicemail
Callers leave a voicemail when no agents are free — recordings land directly on the lead's timeline.
Scheduled Callbacks
Schedule callbacks during wrap-up or from any lead card so promised follow-ups never slip.
Pop-out Dialer (PWA)
The full power dialer pops into its own resizable window — perfect for a second monitor.
Two-Way Email Inbox
Send from your own SMTP and receive via IMAP or an inbound webhook — replies land on the matching lead's timeline.
Documents & Folders
Native docs, spreadsheets with Excel/CSV export, drag-and-drop folders, and auto-archived reports.
Email Sequences
Multi-touch cadences that auto-send email through your connected mailbox, with reply detection.
Campaigns & Reports
Targeted dial campaigns with disposition-driven recycling and branded client-ready PDF reports.
Proposals & Documents
Generate, download, and email branded proposals to leads — all from inside the deal.
Per-Campaign Analytics
Connect rate, AHT, talk time, conversion rate, and live disposition breakdowns per campaign.
Gamification
XP, badges, and leaderboards keep distributed reps motivated and competitive.
Shifts & Time Tracking
Clock in/out, scheduled shifts, and presence — confirm coverage across timezones.
Roles & Security
Row-level security, multi-workspace, and granular permissions for distributed teams.
B2B Prospecting
Google Places business search with one-click convert-to-lead, dedup, and org scoping.
Accounts & Contacts
Full company and contact database with timelines and custom fields.
Calendar & Events
Shared team calendar for tasks, follow-ups, and appointments.
Meetings
Schedule and run meetings with participants — booking links included.
Team Feed
Internal social feed with posts, reactions, polls, and mentions.
Team Chat
Real-time chat conversations and DMs across your workspace.
Workgroups
Create workgroups for team collaboration and scoped sharing.
Maggie AI Assistant
Built-in voice and chat assistant with wake-word activation, personalized greetings, and tool-calling into your workspace.
Partners & Referrals
Track partner relationships, referrals, and payouts.
Services Catalog
Manage services offered, pricing, and packages for proposals.
Service Routes
Pending-offer broadcast to on-duty techs, per-stop earnings breakdown, ratings and feedback history, and a manager-only charged-amount toggle.
Custom Pages & Branding
Custom dashboards, nav, tabs, KPI cards, and org branding.
Custom Reports
Build, save, and export reports across your CRM data.
Advanced Analytics
Deep-dive dashboards for pipeline, calling, and team performance.
Forecast & Goals
Revenue forecasting with individual goals and KPI tracking.
Workforce Management
Scheduling, attendance, PTO, payroll, and Erlang-C forecasting.
Automation Rules
Trigger-based workflows across leads, deals, calls, and email.
Marketplace & Packs
Install industry packs and integrations to extend your workspace.
Knowledge Base
Internal KB articles with AI-powered search and citations.
Social Command Center
Per-admin Facebook Page and Instagram Business OAuth, unified feed, and post scheduling — with Maggie's help.
Live Call Monitoring
Listen, whisper, or barge into active calls in real time.
Custom Pipelines & Stages
Per-campaign pipelines with custom stages and dashboard rollups.
Saved Views & Filters
Save filters and column layouts across every record surface.
Custom Fields
Add custom fields to leads, contacts, companies, and deals.
Notifications Center
Unified in-app notifications and alerts across the workspace.
Trash & Recovery
Soft-delete and restore records — nothing is lost by mistake.
Payment Credentials Vault
Encrypted vault for payment provider credentials and checkout keys.
Custom Email Domain
Send transactional and outbound email from your own verified domain.
Phone Number Management
Purchase and manage Twilio numbers directly from the workspace.
Newsletter Builder
Drag-and-drop block editor with CAN-SPAM footer enforcement and RFC 8058 List-Unsubscribe headers.
Two-Way SMS
Send and receive text messages inside Deals, Leads/Contacts, and Service Routes.
Customer Portal + PII Vault
A customer-facing portal plus encrypted (AES-256-GCM) storage for cards, SSN, and ID documents with owner-only access.
Twilio Subaccounts
Every workspace runs on its own isolated Twilio subaccount for numbers, calls, and billing.
Website Builder
Drag-and-drop site builder with 40+ blocks, AI generation, and industry starter templates.