Platform Overview

EVERYTHING YOUR SALES TEAM NEEDS

A relationship-focused CRM with visual pipelines, AI-powered outreach, and the integrations to tie it all together.

Sales team multitasking

Manage Every Relationship

Prospect Hub

Contacts, companies, and events in one place. Know who you are talking to, who they work for, and where you met them.

Prospect Hub
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Contact Management

Detailed profiles with roles, referrals, social links, and full interaction history. Import thousands of contacts via CSV in minutes.

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Company Management

Create and search company records, link employees, view company-level tasks, and see the full organizational picture alongside your contacts.

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Event Tracking & Attendance

Find the right events for your industry, log attendance by contact, and measure networking ROI with event-level scoreboards.

Close Deals Your Way

Sales Pipeline

Visual pipelines, outreach campaigns, and reusable templates so nothing slips through the cracks.

Sales Pipeline
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Visual Pipeline Boards

Fully customizable Kanban boards with drag-and-drop. Create unlimited pipelines, define your own stages, and set stage automations.

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Outreach Campaigns

Build multi-step email campaigns, attach contact segments, send test emails, and launch with one click. Track engagement without leaving Booked55.

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Email Templates

Save and reuse your best-performing messages. Search your template library and personalize outreach at scale.

Intelligence Built In

AI & Integrations

AI features grounded in your actual CRM data, plus integrations that keep your workflow connected.

AI & Integrations
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AI Email Drafting & Enrichment

Generate personalized outreach emails per contact, enrich contact records with one click, and discover companies with AI-powered search.

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MCP Server

27 CRM tools exposed to ChatGPT, Claude, and any MCP-compatible AI client. Manage your CRM with natural language from your favorite AI assistant.

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Gmail & Google Calendar

Send emails to contacts without leaving the CRM. Sync calendar events, view availability, and keep your schedule aligned with your pipeline.

Know Where You Stand

Team & Tracking

Scoreboards, activity tracking, and workspace settings that keep the whole team aligned.

Team & Tracking
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Scoreboards & Activity Tracking

Break down contacts earned, events attended, appointments booked, and tasks completed. Spot weaknesses, track trends, and improve over time.

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Tasks & Follow-ups

Create tasks, set deadlines, and track completion. Scoreboards show who is following up and who is falling behind.

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Workspace Settings & Roles

Configure pipelines, manage client types, generate API keys, and control access with role-based permissions. Admins see everything, reps see what they need.

Ready to See It in Action?

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