Sales
Customer Profile Software

Know every customer, not just their email.

Know every customer, not just their email.

Profiles aggregate properties, associations, and activities into a single timeline for marketing, sales, and service. Teams act with full context and handoffs are seamless.

A UI mockup showing a customer profile with a unified timeline of interactions, including sales, service, and marketing data, illustrating seamless team collaboration.
Sales
Customer Profile Software

Know every customer, not just their email.

Know every customer, not just their email.

Profiles aggregate properties, associations, and activities into a single timeline for marketing, sales, and service. Teams act with full context and handoffs are seamless.

Sales
Customer Profile Software

Know every customer, not just their email.

Know every customer, not just their email.

Profiles aggregate properties, associations, and activities into a single timeline for marketing, sales, and service. Teams act with full context and handoffs are seamless.
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All your data, connected.

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See who they are, what they did, and what comes next—without switching tools. Profiles update automatically as interactions happen across channels and teams.

Tailor every touch

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  • Segment by fit and behavior for relevance.
  • Personalize content, offers, and timing by lifecycle stage.
  • Trigger journeys from profile changes and events.
A dashboard showing a customer profile with a timeline of emails, calls, and sales activities, unifying all interactions.

Collaborate across teams

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Shared truth

Everyone works from the same record and notes for continuity.

No repeats

Customers avoid re-explaining with history visible in context.

Ownership clarity

See who’s responsible and when handoffs occur.

A shared inbox or project dashboard showing team notes, customer history, and clear ownership for seamless collaboration.

Report on the journey

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Attribute outcomes to touches across lifecycle stages. Spot gaps with cohorts and timelines, and feed insights back into campaigns, playbooks, and success motions to improve LTV.

A dashboard showing reports with cohorts and timelines, highlighting gaps and LTV improvements across customer journey stages.

Secure & governed

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  • Permissions by team and role.
  • Field-level controls for sensitive data.
  • Change history and activity logs.
A UI mockup showing an admin dashboard with role-based permissions, field-level controls, and activity logs for secure data governance.

Have a question for our sales team?

Give us a call and we'll walk you through it.

Frequently asked questions

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Grow your business better

Get started with the all-in-one platform that’s easy to use and fast to drive results.