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Lead records and sales communication with usage-based calling and messaging

Set usage charges and control when a subscription starts billing

Business accounts with order-based sales and purchase workflows

AI-native voice of customer platform for modern CX teams.

Qualified leads, opportunity follow-up, and quotes in a configurable customer workspace

Customer identity with business-organization access controls

A project workspace for boards, task lists, checklists, assignees, time tracking, and reports.

A self-hosted chat bundle with direct and group messaging, calls, file sharing, bots, and moderation.

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

Offer freelance services with fees tied to each buyer relationship

AI-assisted service platform for customer support, ticketing, messaging and voice.

Visual calculator forms with custom price rules

A project workspace for to-do lists, Kanban, Gantt-style timelines, dependencies, and time costs.

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