CRM & Customer Management
One customer. One complete record.
Contacts, companies, conversations and follow-ups live in a single customer record, so a handoff never starts from zero.
01 Customer record
Contacts and companies, linked together.
Information about one customer stops being scattered, so every handoff starts from the same record.
Related capabilities
Customer records
Keep a customer's contact details and follow-up history in one record.
Company relationships
Link customers to the companies they belong to.
02 Organise
Organise customers with tags and owners.
Group customers your own way and see at a glance who is looking after whom.
Related capabilities
Tags
Organise customers with tags.
Owner assignment
Give each customer a responsible team member.
Start from the customer information you have today.
Start with how you keep customer records and explore ways to organise that information.