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Customer history and sales follow-up connected with quotations and invoicing

Customer advocate communities for contributions, references and shared content

Create internal or customer-facing documentation with access controls, search, and reporting.

Publish a searchable, multilingual customer help center connected to support conversations and analytics.

Customer-data-led campaigns using real-time triggers and dynamic message content

Business video hosting with forms and engagement analytics

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

Shared customer and deal work with connected appointment and support tools

Customer-profile orchestration that coordinates campaigns across connected sending systems

Insurance deal pipelines with agent-specific follow-up automation

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

AI-powered platform for email, SMS, WhatsApp, CRM, and marketing automation.

AI agents with memory for customer service, collections and payments

AI customer service platform and CRM for B2C and B2B teams

Bill software usage and compare each customer's revenue with costs

Sales, service, and customer journeys in X2Engine's CRM platform

Instrument API traffic to analyze customer behavior, troubleshoot usage, and build metered API products.

Analyze paid-channel customer acquisition with order, cohort and lifetime-value context.

Analyze themes and sentiment across connected customer-feedback sources.

Transform existing support content into governed, personalized knowledge for agents and customers.

Referral, loyalty and influencer programs with configurable customer rewards

Share invoices, payment choices and dispute conversations with business customers

Compare role seniority, graduate access and workplace arrangement

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