Product
Everything a CRM should do. Plus an open door for agents.
Contacts, companies, and deals are table stakes. Fresno also runs your outbound, scores your pipeline, keeps your data clean, and exposes all of it — to your team and to any AI agent — through one capability layer.
// sales engagement
Sequences
Multi-step email, task, and LinkedIn cadences with per-contact enrollment, configurable delays, and branching based on opens, clicks, or replies. A/B test subject lines with weighted splits. Learn more →
Campaigns
Bulk email sends with audience filtering and a draft → scheduled → sent lifecycle. Track opens, clicks, and bounces per recipient.
Lead & deal scoring
Rules-based scoring across engagement (opens, clicks, replies, meetings), fit (title, company size), and deal signals (value, stage, time-in-stage) — so reps know where to spend their time. Learn more →
// automation & ai
Automation rules
If/then rules that fire the moment a contact, deal, company, or task is created or updated — no polling, no delay.
Lifecycle stages
Move contacts and deals forward automatically on score thresholds, deal events, or email engagement, with a built-in guard against accidental regression.
Built-in AI agents
Narrow, tool-scoped agents that do one job well — flag a stalled deal and create a follow-up task, notice a lead's gone quiet, prep you before a meeting. Every action is permissioned and logged.
AI data extraction
Pulls contacts, companies, and deal-stage suggestions out of emails and call transcripts. High-confidence extractions apply automatically; anything uncertain waits for your review.
Call coaching
Talk-time ratio and objection detection from call transcripts, so managers can coach from data instead of gut feel.
Ask your CRM a question
Natural-language queries over your contacts, deals, and activities, plus hybrid search that blends exact and semantic matching to actually find what you mean.
// integrations & data
Email & calendar sync
Connect Google or Microsoft (or plain IMAP) and every relevant email and meeting shows up as CRM activity automatically.
Call handling
Twilio-backed calling with automatic recording, transcription, and optional deal scoring straight from the call.
Webhooks
Signed, retried, and audited outbound events for contact, company, deal, and task changes — build on top of Fresno without polling it.
Enrichment
A waterfall of data providers fills in the fields your team didn't have to type, tracking which source supplied which field.
Deduplication
Duplicate contacts and companies get caught on write, plus a background scan finds and surfaces existing duplicates for cleanup.
Custom objects
Model whatever your business tracks — properties, campaigns, patients, anything — with custom object types and fields, not just custom fields bolted onto contacts.
// built for developers & it
Fresno's AI assistant and every external agent connect through the same MCP endpoint your team's records already live behind. On top of that: custom objects for schema flexibility, signed webhooks for outbound integration, and SSO + SCIM for enterprise provisioning. See the full developer story →