Pacificao CRM MVP
Today’s workbench
Checking AI
Today
Start with the work that needs movement
Use this landing view to spot active work, then open one section at a time from the left. The goal is a calm workspace, not a wall of forms.
Open Work
Pipeline board
Unified Inbox
One view, account-aware replies
Select an email to review, draft a reply, assign it to a contact, archive it, or delete it.
Manage connected accounts
Contacts
Add a relationship
Pipeline
Track an opportunity
AI Assistant
Draft, summarize, prioritize
Ask for next actions to get a prioritized work plan.
Reminders
Keep promises visible
Reminders
Due and promised
Activity