Akera Funnels
Keep every relationship moving in one workspace.
Akera Funnels brings people, companies, conversations, human review, and agent activity into one shared workspace. Move from a relationship record to the message, decision, and audit trail without losing context.
Connect the sources and surfaces that power relationship work
Up and running in three steps
01
Connect your sources
Connect Fathom, LinkedIn, Skool, and X from one integrations area. Each connection feeds the workspace surfaces that use it.
02
Organize every relationship
Bring people, companies, lists, saved views, and opportunities into the CRM, then move work through the pipeline with the full relationship history nearby.
03
Review and trace the work
Route items to the Review Inbox for human judgment and use Activity to trace decisions, approvals, changes, and external receipts.
Everything your relationship work needs, in one place
Keep the record, the conversation, the source evidence, the review decision, and the activity trail connected instead of scattering context across separate tools.
CRM
Keep the relationship record together
Manage people, companies, lists, saved views, pipelines, and opportunities without separating the record from its relationship history.
Conversations
Work from one careful inbox
Search and filter conversations by queue, status, priority, and assignee. Save drafts, add internal notes, and keep the contact context beside the thread.
Fathom
Turn calls into traceable source evidence
Import attended calls, transcripts, and summaries from Fathom so agents can process evidence that traces back to the original call.
Social CRM
Bring messages into the CRM
Connect LinkedIn through the Akera extension, sync X direct messages, and bring Skool direct messages into the same relationship workspace.
Community analytics
See how your Skool community grows
Track members, visitors, sign-ups, conversion, discovery rank, and acquisition sources from the Skool community analytics dashboard.
People and agents
Give agents a narrow, auditable scope
Create agents with a role, read-only or read-and-write access, and explicit workspace grants. Rotate or revoke credentials while keeping their history.
Who Akera Funnels is for
Akera Funnels fits teams whose relationship work crosses records, conversations, connected sources, and human or agent decisions.
Relationship teams
CRM + conversations
For teams that need people, companies, pipeline stages, messages, and relationship history in one connected operating view.
Community operators
Skool + CRM
For operators who need Skool community health and acquisition analytics alongside direct messages that sync into the CRM.
Human and agent teams
Review + activity
For teams that give agents narrow workspace access, keep human judgment in the Review Inbox, and trace decisions in Activity.
Frequently asked questions
What is Akera Funnels?+
Akera Funnels is a shared workspace for relationship work. It brings CRM records, conversations, connected sources, human review, activity history, and scoped agents into one place.
Which product areas are available today?+
CRM, Conversations, Review Inbox, Knowledge, Integrations, Activity, Team, agent management, and Skool community analytics are live product areas. Content Studio, publishing, scheduling, and the asset library are not part of the current release.
Which integrations can I connect?+
The current integrations surface supports Fathom for calls and source evidence, LinkedIn and X for social CRM conversation sync, and Skool for community analytics and direct messages into the CRM.
How does the Fathom connection work?+
Connect a Fathom API key, choose how much call history to import, and choose which meeting identities count as attended. Imported calls keep their transcripts, summaries, and source evidence in the workspace.
What can I see for a Skool community?+
The community dashboard includes members, visitors, sign-ups, visitor conversion, discovery ranking, the visitor-to-sign-up funnel, acquisition sources, leaderboards, and trends. Admin-only metrics appear after the Skool account is paired and verified.
Can I bring agents into the workspace?+
Yes. Create an agent, choose its role, give it read-only or read-and-write access, and grant only the workspaces it should use. Credentials can be rotated or revoked, and revoked agents remain in history.
Where does human approval happen?+
The Review Inbox gathers work waiting on human judgment. Reviewers open a queue and make decisions one item at a time, while Activity traces decisions, approvals, changes, and external receipts.
Does Akera Funnels publish content today?+
No. Content Studio, publishing, scheduling, and the asset library are marked as coming next in the product. The current release focuses on relationship records, conversations, review, integrations, source evidence, analytics, and agents.
Ready to bring your relationship work into one place?
Book a call to see whether Akera Funnels fits the way your team works.
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