Customers

Who you serve, how they reach you, and what you know about them.

• CustomersOne record for every customer.
• Activities and conversationsEvery call, note and chat in one place.
• Find and merge duplicatesOne person, one record.
• Service contracts and recurring invoicingAgree once, deliver and bill on schedule.
• Sales work queue, tasks and dealsKnow who to follow up today.
• Leads and website lead captureFrom website form to customer in one tap.
• Sales playbooks and AI funnelsSell the same way every time.Beta
  Add-on
• Reminders, rescheduling and appreciationFewer no-shows, fewer phone calls.