Unified customer workspace
Manage CRM pipelines, customer records, calling, SMS, WhatsApp and email from one workspace.

Run CRM, customer portals, proposals, support and AI agents in one workspace.

The overview
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Inside the toolkit
Manage CRM pipelines, customer records, calling, SMS, WhatsApp and email from one workspace.
Sheri reads a customer's history and drafts a reply for the team to review and send.
Jenna ranks deals by value, explains who to contact and prepares follow-ups for approval.
Send proposals from a deal and let customers review and sign them in a browser.
Give each customer a private portal and manage support tickets alongside sales records.
Business plan analytics show which traffic sources bring customers and where to move budget.
Where it fits
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