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Share invoices, payment choices and dispute conversations with business customers

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

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

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

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

Lead capture and sales follow-up connected with a broader customer lifecycle

Warehouse-connected campaigns with separately editable live-journey drafts

Triggered email and cross-channel orchestration with draft and published versions

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

Configurable customer workflows across sales, marketing, and service

Lifecycle journeys with explicit entry timing, re-entry and exit rules

Real-estate relationship reminders that adapt as a contact moves through the pipeline

Lifecycle scenarios with controlled repeat entry, entity boundaries and purchase exits

AI agents with memory for customer service, collections and payments

AI agents that resolve support and sales conversations across your website, helpdesk, and messaging apps.

Customer records and lead conversion with configurable sales and delivery work

Connect merchant checkout and payment status with customer workflows

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