CRM & Sales
Manage prospects, customers, deals, pipelines, proposals and forecasts from one revenue workspace.
CRMProspectingDeals
The Magna24/7 platform
One connected system for sales, service, people and operations.
CRM and prospecting are only the start. Magna24/7 also brings together calling, Team Feed, coaching, QA, workforce management, automation, analytics, custom operations and Maggie AI. Operating Packs then shape that power around your industry.
More than a CRM
The tools your whole company can live in every day.
Customer work, employee performance and daily operations stay connected instead of being split across separate apps.
Calls & Communications
Keep calling, email, SMS, meetings, campaigns and newsletters connected to the same records.
DialerEmailSMS
Team Feed
Give the company a shared place for updates, mentions, reactions, polls and collaboration.
FeedMentionsPolls
Coaching & QA
Turn manager feedback into a repeatable system with reviews, scorecards, goals and development.
QACoachingTraining
Workforce Management
Manage schedules, attendance, PTO, time and workforce visibility from the operating workspace.
SchedulingAttendancePTO
Maggie Assistant
A workspace-aware AI assistant that can answer questions, help create work and guide users through Magna24/7.
AIVoiceWorkspace actions
Automation
Trigger follow-ups and workflows so repetitive work moves without constant manual handoffs.
RulesFollow-upWorkflows
Custom Operations & Analytics
Build custom pages and operational views, then measure what matters with reports, KPIs and analytics.
Custom PagesReportsKPIs
Launch build highlights
Built into Magna24/7 before launch
A snapshot of launch-ready capabilities. Public release notes will begin after launch.
Maggie Assistant
Voice + chat with wake-word, personalized greeting, and help with workspace tasks.
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.
Team Feed & Collaboration
Keep the whole company in the loop
Magna24/7 includes a shared internal feed so updates, mentions, polls and team conversations stay close to the customer and operational work they affect.
- Workspace posts, reactions, mentions and polls
- Give managers and teams visibility without switching to a separate social app
- Agent and employee activity can stay connected to the rest of the workspace
- Use Team Chat and workgroups for more focused collaboration
Workforce Management
Manage coverage, attendance and the workday in the same system
Schedules and performance should not live in a disconnected HR tool while customer work lives somewhere else. Magna24/7 ties workforce visibility into the operating workspace.
- Scheduling, shifts and attendance
- PTO, time tracking and workforce reporting
- Presence and status visibility for distributed teams
- Forecasting and adherence tools for operations that need deeper workforce control
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
- Optional recording with AI summaries and QA scorecards for supported recorded calls
- Shifts & clock-in so you know who's on shift
Maggie 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
- Help with workspace tasks — draft emails, launch tasks, edit content and websites
- Per-user voice and settings that follow you across devices
Coaching Hub
Coach reps from anywhere
Score sessions across six pillars, set goals and milestones, and watch trend lines per agent over time. Generated coaching PDFs can be auto-archived to Documents so 1:1s and QBRs stay easier to prepare.
- 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 can route inbound calls one agent at a time based on presence. Outbound queues use row-level locking to reduce concurrent duplicate lead assignment. The dialer can also open in its own resizable window.
- Presence-based routing — Available and Inbound-Only statuses get calls; offline reps don't
- Lead assignment prevents two reps from claiming the same person at once
- 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. Magna24/7 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.
Pipeline
Drag-and-drop deal management
Customizable stages, deal totals, and forecast rollups in one view.
Sequences
Multi-touch email cadences
Build branching sequences, auto-stop on reply, and track open/reply rates per step.
Analytics
Workspace KPI dashboards
Revenue, connect rate, and agent scorecards update from current workspace data when analytics is enabled.
Seven connected systems, one operating workspace
Magna24/7 connects revenue, communication, team performance and operations. Your plan controls capability depth, while your Operating Pack adapts the experience to your industry.
CRM & revenue
Prospecting, customer records, pipelines and forecasting for finding and winning work.
- Prospecting & lead lists
- Contacts, accounts & deals
- Proposals & forecasting
Communications
Calls, email, SMS, meetings, campaigns and newsletters connected to the customer record.
- Cloud calling & dialer
- Inbox, SMS & sequences
- Meetings & campaigns
Team collaboration
Keep company communication and day-to-day coordination inside the same workspace.
- Team Feed & mentions
- Polls & reactions
- Team chat & workgroups
Coaching & QA
Give managers repeatable tools to review performance, coach people and track improvement.
- QA scorecards
- Coaching sessions
- Goals, milestones & training
Workforce
Manage coverage, schedules, attendance and time without disconnecting people from operations.
- Scheduling & attendance
- PTO & time tracking
- Forecasting & adherence
Operations
Run jobs, documents, custom pages and industry-specific workflows from the connected platform.
- Jobs & service workflows
- Custom Pages
- Documents & operational records
AI, automation & insight
Use Maggie, workflows and analytics to reduce repetitive work and improve decisions.
- Maggie Assistant
- Automation rules
- Analytics, reports & KPIs
Browse the complete capability index
This is the detailed catalogue. Availability varies by plan, add-ons, role permissions, and Operating Pack.
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 to help keep promised follow-ups from slipping.
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 Assistant
Built-in voice and chat assistant with wake-word activation, personalized greetings, and help with your workspace tasks.
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.