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Referral, loyalty and influencer programs with configurable customer rewards

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 history and sales work connected to website inquiries

Customer communities that connect product ideas, voting and release communication

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

Email and SMS campaign software with visual scenarios and relational contact data

Store email campaigns and automations for subscriber and purchase follow-ups

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

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

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

Customer email flows that respond to signups and product activity