Product
CRM + Conversations + AI + Automation + Insights.
Cadence is one platform built around the customer journey. Every part shares the same record, the same context, and the same next action.
Jessica Pearson
Refinance · $412,000 · Charlotte, NC
Lead score
82
Response time
2m 14s
Last touch
Today
Source
Paid search
Conversation
LiveTasks
Next action
Follow up with borrower today at 2:00 PM
Customer responded positively to the last SMS and has not completed their application.
AI summary
Refinance inquiry from paid search. Engaged within 2 minutes, confirmed intent, and asked about documentation. Application stalled at income verification.
Recent activity
Application started
Step 2 of 6 · incomplete
Credit consent received
Yesterday, 4:12 PM
Lead source: Paid search
Yesterday, 4:06 PM
Workflow
RunningRefinance nurture · Day 2
CRM
One customer record. The complete relationship.
Bring leads, contacts, applications, activities, ownership, pipelines, and customer context together in one operating system.
- Contacts, leads, and opportunities
- Pipelines and stage management
- Ownership and team queues
- Activity history
Customer record
Updated 3 min agoContact
Jessica Pearson
Type
Refinance
Amount
$412,000
Owner
M. Alvarez
Pipeline
Retail · Qualification
Application
Step 2 of 6
Conversations
Every conversation in context.
Bring SMS, email, voice, web chat, and AI-assisted conversations into the customer record so teams always understand the history behind the next interaction.
- Unified multi-channel timeline
- Templates and quick replies
- Consent and opt-out handling
- Team inbox and assignment
Unified timeline
- SMS9:04 AM
Jessica Pearson
What documents do you need from me?
- Email8:41 AM
Cadence automation
Your refinance checklist — 3 items remaining
- VoiceYesterday
M. Alvarez
Outbound call · 4m 12s · voicemail left
- Web chatYesterday
Jessica Pearson
Rate quote request submitted
AI
AI that understands the customer journey.
Use customer context, conversations, workflow state, and business rules to summarize activity, identify intent, recommend actions, and help teams move faster.
- Conversation and record summaries
- Intent and sentiment detection
- Next best action recommendations
- Embedded in the record, not bolted on
Record
Cadence AI · in record
Intent detected: high. Borrower confirmed interest and asked about documentation twice in 24 hours.
Automations
Turn business rules into action.
Automate routing, follow-up, assignments, reminders, escalations, lifecycle changes, and customer engagement without stitching together disconnected tools.
- Visual workflow builder
- Routing and assignment rules
- Scheduled and triggered follow-up
- Escalations and SLA timers
Workflow builder
Published- 1New LeadTrigger
- 2AI ResponseAI
- 3QualificationAction
- 4Assign AgentAction
- 5Schedule Follow-upAction
- 6Move Pipeline StageAction
Insights
Understand what is moving—and what is not.
Measure conversion, response times, customer engagement, pipeline movement, team performance, and operational bottlenecks.
- Conversion and funnel reporting
- Response time analytics
- Team and queue performance
- Stalled pipeline detection
Insights studio
Last 30 daysMedian response
2m 14s
Lead → Qualified
34.8%
Stalled deals
17
Ready to know what happens next?
See how Cadence can bring customer relationships, conversations, AI, and automation into one intelligent CRM.