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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

Lifecycle messaging driven by people, objects and their relationships

Run Jira-style work management, tests, time tracking, and integrations on your own infrastructure.

Configure single-tenant servers with regional hardware, bandwidth and management options.

Music equipment with separate lessons, repairs and rentals

AI support agent that learns from your content and answers customer questions

Organize team knowledge with topic-based wiki content and search across connected tools.

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

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

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

Customer records and lead conversion with configurable sales and delivery work

Offer customers available appointment times through a booking page connected to Microsoft 365 calendars.

Commerce operations with searchable order history and an event timeline

Retail customer journeys with scheduled starts, pauses and endings

Customer email flows that respond to signups and product activity