Every customer,from first mail to live account
Leads, demo requests, online meetings, follow-ups, the pipeline, customers and onboarding —
one place, run by your team and by Milyonus Agent.
No card. Register with your work email.
The whole process
Seven steps, one record of every customer
Each step hands the next one what it needs — in the database, whichever way the work was done.
- 01
Outbound & lead lists
Add people by hand, import a CSV list, or let the agent add them. Every lead walks new → contacted → engaged → qualified.
- 02
Demo requests
An embeddable form on your website turns each request into a lead, a demo request and a follow-up for whoever answers it.
- 03
Online meetings
Discovery calls and demos with their link, agenda and outcome — on the company’s timeline, never in someone’s inbox.
- 04
Follow-ups
Every next step has an owner and a date. Today shows what is due; nothing slips because nobody wrote it down.
- 05
The pipeline
A board by stage with a weighted forecast. Won and lost are final, and lost always says why.
- 06
Customers
Winning a deal makes the company a customer: plan, MRR, renewal date, health and the person who looks after them.
- 07
Onboarding
The checklist opens with the customer. Ticking the last step puts them live — the moment sales hands over is recorded.
- →
All of it, on one timeline
Notes, calls, emails, meetings and stage changes land on the company’s timeline as they happen.
Milyonus Agent
Ask the CRM. Confirm what it prepares.
Ask about any account, plan the week, or hand it the busywork. The agent reads with your own permissions and prepares every change as a card — nothing happens until you confirm it.
Three open deals have been in their stage for more than ten days and have no follow-up planned. I prepared a follow-up for each — confirm the ones you want.
Proposal · Create a follow-up
Send the revised proposal and book a call- Due
- Tomorrow, 10:00
- Owner
- You
Reads as you
It sees exactly what you may see, in the workspace you are in. No shortcuts around a role.
Proposes, never assumes
Leads, deals, meetings, follow-ups, emails and notes arrive as proposals with every field shown.
Writes like you would
Short, specific emails in the language your contact reads, from your own templates when one fits.
Automations
The agent, on its own
Give Milyonus Agent standing instructions. It runs them on a schedule or the moment something happens, writes each run to a conversation of its own, and reports on your Today page.
On a schedule
Hourly, daily, on weekdays or weekly — at your local time, in your time zone.
When a demo request comes in
Read it, draft the reply with two times, add the follow-up.
When a lead is added
Research the company, score it, plan the first touch.
When a deal changes stage
For every stage, or only the ones you pick.
When a meeting is held
Log what was agreed, move the deal on, draft the recap.
When a customer opens
Welcome mail, kickoff meeting, a check-in for the CSM.
Default
Only propose
Every change it prepares waits in its conversation for you. The default.
You choose what
Act on its own
The kinds of change you tick go through without asking — follow-ups, notes, lead updates, emails. Everything else still waits.
Whatever you allow, an automation never closes a deal as won or lost, never disqualifies a lead and never changes a customer’s status. That rule lives in the database, not in a setting.
Ready to start from
For a whole team
Workspaces, seats and roles that hold
Workspaces
Türkiye Sales, EMEA, Customer Success — each its own pipeline. Workspaces never mix, down to every link between records.
Seats and roles
Admin, full and viewer seats; owner, manager, rep and viewer in each workspace. The menu never offers what the next click would refuse.
Audit log
Who changed what, and when — append-only. A trail the application cannot rewrite.
Email that respects people
Templates with their fields filled at send time, an outbox, and people who unsubscribed are never mailed — by any path.
Security
Your customers’ data, kept apart
The rules that protect your records are enforced by the database itself, so they hold for every screen, every import and the agent alike.
Isolation per company
Every table is fenced off by row-level security, forced even for its owner. A query without your organization returns nothing.
Workspaces never mix
A record cannot point at another workspace’s record — the database refuses the link.
Nothing changes unconfirmed
The agent’s proposals run once, only for the person who asked, and expire in a day.
Append-only history
Stage history, the timeline and the audit log cannot be edited or deleted.
Hosted in Frankfurt
The application and its database run in the EU (Frankfurt), close to Türkiye.
Work accounts only
Organizations open with a confirmed work address — never a personal or throwaway mailbox.
FAQ
Good to know
Anything else? Write to us and a person answers.
Who can sign up?
Anyone with a work email. You confirm the address, and your organization opens on a 14-day trial with the whole product. Personal mailboxes such as Gmail or Outlook cannot open an organization; colleagues join by invitation.
What does the agent change on its own?
In a conversation, nothing: every change is a proposal you confirm. An automation may make only the kinds of change you ticked for it — and never closes a deal, disqualifies a lead or changes a customer’s status.
How do demo requests reach the CRM?
Each workspace has a booking form you can link to or embed on your website. A request becomes a lead, a demo request and a follow-up for the person who answers it — in one step.
Can several teams work separately?
Yes. Each workspace is its own pipeline with its own members and roles, and the database keeps workspaces apart.
Can I bring my existing leads?
Import a CSV lead list. Imported people land as leads with their companies, ready for the pipeline.
Where is my data?
In the EU, in Frankfurt. Each organization’s records are isolated by row-level security enforced in the database.