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

Lifecycle messaging driven by people, objects and their relationships

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

Configurable customer workflows across sales, marketing, and service

AI agents with memory for customer service, collections and payments

Customer records and lead conversion with configurable sales and delivery work

Connect bank checkout to customer authorization and verified payment status

Connect treasury cash views with reconciliation and incoming-payment allocation

AI-powered customer feedback platform for surveys, forms, and research.

Merchant subscription management with a branded, self-service order portal

Customer identity with business-organization access controls

Connect merchant checkout and payment status with customer workflows