UBS
ubs.comSwiss digital banking with bill tools and controlled document delivery
Swiss digital banking with bill tools and controlled document delivery
Brand alerts with Boolean search and a limited mention history
UK small-business HR for time off, starters, and employee records
Email campaigns with custom audience fields and plan-specific automation
Customer history and sales follow-up connected with quotations and invoicing
Client booking with connected proposals, contracts, invoices, and workflows
Lead-focused sales tracking with prospect lists and next actions
Handle sequence replies with explicit ownership and inbox-visibility limits
Diagnose paused outreach through missing fields, replies and campaign conflicts
Contact records and sales pipelines with configurable follow-up automations
Sales pipelines connected to Gmail and other customer channels
Visual B2B sales pipelines with guided selling and no-code automation
A sales CRM organized around the next customer follow-up
Creator discovery and campaign tracking with distinct profile, contact and monitoring allowances
Creator campaigns with briefs, approvals and partnership records in one workspace
Community channels, courses and access groups with event-triggered workflows
Agent contacts and deal workflows connected with a daily planner
Category-based social queues with separate posting plans for connected profiles
Brand-based social management with a recorded creation and approval workflow
Campaign automation with mailbox-provider diagnostics and separate transactional capacity
Customer history and sales opportunities connected with quotes and commercial documents
Session-specific client workflows with manual control over individual steps
Bring client projects, proposals, bookings, and business workflows into one branded workspace.
CRM joining opportunity forecasts with customer service and optional commercial operations