Features/CRM & Pipeline
Feature Deep Dive

CRM that builds itself from your inbox

Every email thread is automatically linked to a contact and opportunity. Track deals without leaving Gmail or Outlook.

A CRM your team will actually use

Traditional CRMs fail because they require manual data entry. raidLayer Workflow builds your CRM automatically from email metadata — contacts, timelines, and opportunities are created from the threads your team is already handling.

Log calls, WhatsApp messages, and meetings directly on opportunities. See the full relationship history in one place — sourced from your inbox, not from manual updates.

  • Visual kanban pipeline with drag-and-drop stages
  • Auto-linked contact timelines from email threads
  • Opportunity stages and deal values
  • Activity logging: calls, WhatsApp, meetings
  • Pipeline conversion analytics
  • Team assignment and visibility
  • Contact history from email metadata
  • No manual data entry required

Pipeline

New

Acme Corp

via email

TechFlow

via email

In Talk

NovaSoft

via email

Won

DataBridge

via email

PeakLabs

via email

Ready to get started?

Contact your partner for access, or become a partner yourself.