CRM + automation + BI
Golden/crm
Replaces ClickUp + RD Station + Pipedrive with a single mesh. Visual pipeline, AI-driven automation, native BI, omnichannel without third-party plugins. WhatsApp is a first-class citizen, not an add-on. Predictable costs, no bloated stack.
Features
What Golden offers
Kanban pipeline with automations by stage, tag and SLA
Native WhatsApp (not a plugin) with approved templates and segmented campaigns
Built-in BI; revenue, churn, CAC, LTV, conversion funnel
AI-driven automation: prioritization, suggested follow-ups, lead scoring
Pre-built integrations with Coraline, Midas, KPAX and external tools
Multi-team, multi-funnel, multi-tenant with fine-grained permissions
Applications
Where to use Golden
B2B/B2C sales with long cycles and multiple touchpoints
Clinical operations (scheduling, records and billing in a single mesh)
Marketing automation with cohorts and journeys
Post-sale, customer success and subscription renewals
Managing distributed sales teams
Ready to explore Golden?
Schedule a free demo and see how Golden can transform your operation.