Relationships with a history.
Contacts and companies, leads and stages, notes and recent activity. Give every person a record that keeps the next conversation informed.
Sepia CRM
Sepia CRM / ONE CONNECTED WORKSPACE
Every relationship. Every next move.
Follow the person from first inquiry to customer. Keep the inbox, appointments, agreements, payments and next steps connected, with redesigned pages that put the work in reach.
Start freeTHE POWER OF BOTH
The detail of a CRM.
The ease of a conversation.
You can see the work and shape it yourself. You can also ask for help moving it forward. One workspace gives you the freedom to do both.
CALLING, BUILT INTO THE CLIENT STORY
More context.
Better conversations.
Call, text and email from the dialer. Bring the client history into reach, work with call scripts, and turn recorded conversations into notes your team can use.
The dialer and the relationship, together.
Place and receive calls, find a contact and review recent activity. SMS and email have their own views in the same dialer.
Actual product views with illustrative records. Recording and call intelligence require setup and usage credits.
AUTOMATIONS. WITH A CONVERSATION OF THEIR OWN.
Describe the outcome.
Build the follow-through.
Start with a conversation. Refine on the visual canvas. Let Sepia carry your saved rules forward with conditions, timed steps and a history you can inspect.
Your words. A working plan.
Describe a new automation or ask for changes to the flow you’re viewing. Review the proposed trigger, conditions and steps before applying them.
- Describe the outcome
- Review the proposed flow
- Apply when ready
Rules with depth. Conditions, tags, stages, messages and tasks.
Timing you control. Add waits. Enable or pause the workflow.
Progress you can trace. See completed, waiting, skipped and failed runs.
THE WORKSPACE, IN PRACTICE
Follow the person. Keep the work together.
Go from a lead to a customer, manage bookings and keep the next action in view.
A record that follows the relationship.
Work with leads, customers and contacts in the same place. Follow stages and next steps, then bring the customer’s communication, appointments, files and billing together.
Explore the workspaceCAPABILITY, CONNECTED
A place for the people.
And everything to do.
Conversation and direct control draw on the same workspace. Move between them as the work calls for it.
Projects with clear ownership.
Organize work into projects. Assign the team, set priorities and deadlines, and see the tasks that need attention without asking someone for a status update.
Communication that connects.
Work with calling, messaging and email around the client. Recorded-call summaries and reviewed next steps help keep the conversation from becoming another loose note.
The work through to payment.
Connect appointments, agreements, invoices and payments to the client. Start with the recommended pages, then shape your own sidebar. Plans scale capacity and usage; core CRM modules remain available.
YOU GET BOTH
Conversation when you want it.
Control when you need it.
One set of clients, projects and plans. Ask for the next move, get into the detail, then pick up the conversation. It all belongs to the same work.
TAKE THE CONVERSATION WITH YOU
Your work is a conversation away.
Explore the conversationBEFORE YOU BEGIN
One workspace.
Room to grow.
Do I have to choose between chat and the CRM?
No. They work together in one Sepia workspace. Ask about a client, project or plan in chat; open the workspace for direct control. Return to the conversation whenever it helps.
Can my team work directly in the workspace?
Yes. Teammates can use the workspace views, with access following their roles and permissions. Projects, tasks and client records stay connected to the same business context.
What do I need to get started?
Create a workspace and bring in your contacts. Add the modules and communication connections you need. Calling, messaging and AI usage have their own usage charges; check the pricing for your workspace.
Sepia / WORK, CONNECTED
Keep the work
moving with you.
Start a conversation. Open the details.
Make the next move yours.