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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

Connect merchant payments across online and in-store channels

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

Build, deploy, and run AI phone and chat agents from one workspace.

Social and search analysis with topic clusters and stakeholder reports

Customer records and lead conversion with configurable sales and delivery work

AI notetaker that records, transcribes and summarizes meetings.

AI chat and search trained on your docs and support content.

Connect merchant checkout and payment status with customer workflows

Coordinate project tasks, Kanban plans, timesheets, budgets, and customer progress in ERPNext.

Manage customer invoices and supplier bills on Windows

Retail customer journeys with scheduled starts, pauses and endings

Create and deliver trusted knowledge for customer service and IT support teams.

Customer email flows that respond to signups and product activity

Customer feedback surveys with recurring schedules and controls on repeat contact

Analyze customer conversations with project limits and controlled data exports.

Customer feedback collection connected with follow-up workflows

Customer Q&A communities with accepted answers, knowledge articles and support escalation

Connected revenue records with configurable sales workflows

Customer deal workspaces created from governed sales playbooks