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Customer journeys with channel limits and a record of changes

Survey responses that trigger notifications, classification, and follow-up tasks

Cross-channel journeys with separate waiting rules and journey-wide exits

Coordinate walk-in, scheduled, virtual, and callback visits in a customer queue-management system.

Embed interactive dashboards and governed analytical answers in a software product.

Shopify loyalty, referrals and account tools with configurable rewards

Commerce operations with searchable order history and an event timeline

Store email journeys with customer filters and product recommendations

Shared customer records with stage-specific deal work

Sales enablement with buyer-owned action plans and reusable deal-room structures

Sales pipelines connected to Gmail and other customer channels

Social customer support with AI action credits and unlimited teammates

Lifecycle campaigns built from entry criteria, trigger delays, filters and actions

Enterprise social publishing and care with campaign briefs and ordered approvals

Email journeys and broadcasts built around shared customer records

Branded newsletters with conditional content and CRM-triggered messages

CRM joining opportunity forecasts with customer service and optional commercial operations

Attach field photos and customer signatures to invoices

Wholesale ordering with account prices and variant-matrix quantities

Email and SMS workflows triggered by subscriptions, purchases, and customer activity

Cross-channel lifecycle messaging with separate send caps and journey-exit behaviour

B2B field sales connected to customer orders and back-office data

Publish social posts and collect customer photos, stories and testimonials

Sales opportunities and follow-ups with an optional quoting and invoicing workflow