Independently verified against live vendor data on Sep 21, 2026.
Transparency
Mostly Public
Contract
Monthly or Annual
Data training
Not Trained
Human in loop
Optional
Capabilities
pipeline-managementmcp-serverconversation-intelligencereportingcrm-syncschedulingno-codeworkflow-builderdata-analysiscampaign-automation
Pros & Limitations
Editorial assessmentPros
- ✓An OAuth-secured MCP server lets Claude, ChatGPT, Codex or Gemini act in the CRM within each user's own permissions, and API and MCP access are included from the Pro plan.
- ✓Two-way connections to Fiken, Tripletex, PowerOffice Go and Finago put invoices and products on the company record, alongside direct Gmail and Outlook sync.
- ✓Autopilot builds an automation from a plain-language request, shows it for review before it runs, and records every action on the customer.
Limitations
- –There is no connector directory, so tools beyond email, calendar and the four Norwegian accounting systems are reached through an AI assistant over MCP or through the REST API.
- –Pro caps a workspace at 5 team members and each user at 1,000 campaign emails, enrichments and AI chats a month, and Business raises these to 25 members and 10,000.
- –SOC 2 Type II and ISO/IEC 27001 are listed on the Trust Centre as alignment rather than as an issued report or certification, and the DPA is available on request.
Technical Details
Deployment
webdesktopapicloudno-codebrowser-extension
Avg setup timeSame day, self-serve
Autonomous rateNo published autonomy rate. Autopilot runs an approved automation in the background without per-run approval, and MCP actions follow the connected assistant's approval settings.
MCPServer
Integrations
GmailOutlookGoogle CalendarFikenTripletexPowerOffice GoFinago
Security
GDPRCCPA
Similar agents
Industries
ConsultingMarketingReal Estate
Built for
SMBB2BStartupsSaaSSolo ProfessionalsAgencies
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