CRM and Pipeline
Your customer data, with intelligence built in.
Contacts, companies, deals, conversations, activity, and pipeline live in one system, with Payani watching the relationships, surfacing what matters, and giving the rest of the platform the context to act.
Contacts, companies, and deals, all in one record
The system of record
The memory behind the intelligence.
Every contact, company, deal, email, meeting, visit, and interaction adds context. That shared history is what lets Ask Payani answer specifically, Insights notice meaningful changes, and the Daily Brief know what deserves attention.
Contacts
Know the whole relationship.
Contact and company, deal and lifecycle stage, email and meeting activity, website behavior, lead score, notes, and source, connected as one history. Payani sees the relationship, not a row in a table.
Pipeline
See the pipeline. Know where attention is needed.
Track every opportunity by stage, owner, value, activity, and expected close. Payani can surface deals going quiet, approaching deadlines, or showing renewed activity, so the pipeline becomes something the intelligence reasons over, not just a board you maintain.
More than a database
The record becomes context.
The same history the CRM holds is what the intelligence reasons over. That is what makes it different from storing records anywhere else.
Ask it
Ask why a deal stalled, and Payani answers from the relationship history.
Notice it
It flags when an account returns to your pricing page after going quiet.
Act on it
The follow-up is drafted from the history, ready for your approval.
The record
One record for every relationship.
Keep every contact, company, and deal in one connected record that every part of Payani can read. Each plan includes a generous contact allowance, and you are never billed per contact.
Every surface reads the record