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Customer records, sales conversations and follow-up in one workspace

CRM-based automation for lead capture and customer follow-up

Email-led customer journeys combining shared contact data and multiple messaging channels

Customer records, sales activity, and workflows with self-hosted or managed access

Customer feedback on digital products and experiences

Self-hosted email operations with separate administrator and customer controls

Customer records and shared communication inside Microsoft Outlook

A cloud knowledge base for public and private documentation, multi-language content, and team roles.

Write, organize, and publish a searchable customer knowledge base with permissions and analytics.

Govern enterprise knowledge and make service guidance available to employees and customers.

Measure product use and connect allowances with customer billing

Brazilian online stores with marketplace connections and stock-aware product kits

Keep customer onboarding projects moving with shared tasks, milestones, and reminders.

Targeted customer microsurveys with response-based allowances

Customer and employee surveys connected to feedback analysis and follow-up

Sales visit plans with route or customer assignments and recurring schedules

Support feedback with metric questions and answer-specific follow-ups

A helpdesk with a natively integrated AI agent called Fin

Customer communication with reusable content and multistep campaign processes

Customer and employee surveys with assigned follow-up cases

Shoppable wholesale catalogs with retailer-specific assortments and order tools

Commerce operations with warehouse transfers and channel-specific stock

Shared customer records with stage-specific deal work

Platform for product teams building customer-facing AI agents