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Share invoices, payment choices and dispute conversations with business customers

Customer records and sales deals with project, owner and currency filters

Collect customer events and supply consistent data to analytical and business destinations.

Retail email journeys based on purchases and customer data

Connected sales, marketing, and service around a shared CRM

Email automation using layered customer profiles, decision points, and connected data

Shared customer and deal work with connected appointment and support tools

Configurable customer records and workflows with role-specific views and industry setup

Shared customer history, sales pipelines, and follow-up tasks for growing teams

Customer-profile orchestration that coordinates campaigns across connected sending systems

Customer history and sales work connected to website inquiries

Customer communities that connect product ideas, voting and release communication

Lead capture and sales follow-up connected with a broader customer lifecycle

Sales pipelines and customer history with hosted or on-premise access choices

Combines responses from several AI models into visual articles.

Configurable customer workflows across sales, marketing, and service

Connect merchant checkout and payment status with customer workflows

AI agents with memory for customer service, collections and payments

Customer records and sales follow-up with tailored calendars and permissions

Customer email flows that respond to signups and product activity

Ubisoft game management and cross-platform social features

Canadian bank accounts with mobile cheque deposits and clear review steps

Customer communities with group spaces, controlled answers and moderation appeals

Customer records, sales conversations and follow-up in one workspace