Platform Features

Everything your team needs to execute

One platform with built-in communications, AI coaching, industry-specific pipelines, workflow automation, reporting, and accountability tools. Core features are included; optional IDX and custom integration work are called out upfront.

Platform capabilities

Six pillars that power your sales execution.

app.chosencrm.com/communications
Power dialer interface with local presence and call controls

Communications

Power dialer, SMS, email, and call recording in one place

  • Power dialer with local presence
  • SMS campaigns and templates
  • Email sequences
  • Call recording and transcription
  • Unified communication timeline
  • Voicemail drop
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app.chosencrm.com/chosenai
ChosenAI assistant providing deal recommendations and coaching

AI and Coaching

ChosenAI understands your industry and guides your next move

  • ChosenAI business assistant
  • Daily coaching briefings
  • Performance analysis
  • Follow-up recommendations
  • Smart alerts
  • Role-play training scenarios
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app.chosencrm.com/pipeline
Drag-and-drop pipeline view with deal cards

Pipeline Management

Industry-specific pipelines that match how you actually work

  • Drag-and-drop deal stages
  • Industry-native pipeline templates
  • Risk and stall detection
  • Next-best-action prompts
  • Stage-based automation
  • Deal progress tracking
Learn more →
app.chosencrm.com/documents
Document management with upload and extraction tools

Automation and Tasks

Documents, templates, and workflow automation that eliminate manual work

  • Document uploads and extraction
  • Template library
  • Task management
  • Workflow automation
  • E-signature readiness
  • Compliance document tracking
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app.chosencrm.com/coaching
Individual and team goal setting interface

Goals and Accountability

Real accountability tools that keep teams executing daily

  • Individual and team goals
  • Activity tracking and streaks
  • Manager visibility dashboard
  • Meaningful leaderboards
  • Daily task assignments
  • Performance coaching prompts
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app.chosencrm.com/reporting-accountability
Reporting dashboard with pipeline, activity, and revenue charts

Reporting

See what's working, who's producing, and where deals stall

  • Pipeline reports
  • Activity reports
  • Revenue forecasting
  • Team performance dashboards
  • Goal completion tracking
  • Custom report builder
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