Product
Every tool your sales
team needs, AI-accessible
Pipeline management, contact tracking, automations, intake forms, and a full audit trail. Everything is accessible to your AI through MCP from day one.
MCP-Native
Every feature below works with your AI
PI6 exposes every feature through MCP. Your AI client connects once and discovers all the tools automatically: searching contacts, moving pipeline stages, drafting communications, running analysis.
See how to connect your AI and what's possible →Pipeline and Kanban
Every workspace can have multiple pipelines with custom stages. Drag cards between stages, assign owners, and track where each prospect or account sits. When you outgrow a single board, spin up another one for a different workflow.
Contacts, Accounts, and Prospects
Three record types that link together. Contacts are people, accounts are organizations, and prospects are potential deals. Each has its own detail page with communications history, linked records, tasks, and custom fields. Your AI can search and update any of them through MCP.
Custom Fields
Add fields to any record type without touching code. Text, number, date, dropdown, multi-select. Custom fields show up on detail pages, in pipeline cards, and are fully accessible to your AI through MCP.
Deal Intelligence
AI analysis that pulls from your pipeline data and communications to score deals, flag risks, and recommend next steps. The intelligence layer turns raw CRM data into something your team can act on.
Automations and Workflows
Set up rules that trigger when things happen: a prospect moves to a new stage, a form gets submitted, or a date passes. Automations handle the repetitive work so your team focuses on the parts that need a human.
Intake Forms
Build forms with a drag-and-drop editor and publish them with a public URL. When someone fills one out, a prospect gets created in your pipeline with all the fields mapped. Embed them on your website or share the link directly.
Shared Skills
Store prompt templates and agent configurations your whole team can use. Your AI playbook lives in PI6 alongside the data it works with, so everyone on the team has access to the same tools and workflows.
Communications
Log emails, calls, notes, and messages against any record. Communications link to contacts and accounts so you always have the full history. Your AI can draft communications and log them directly through MCP.
Calendar and Tasks
Tasks with due dates, assignees, and priority levels. A calendar view shows everything coming up. Tasks link to the records they relate to, so context is always one click away.
Audit Trail
Every change to every record is logged with before-and-after snapshots. See who changed what, when, and revert if needed. Export the full audit log to CSV for compliance.