CRM
Productivity and Collaboration

Work together Move faster

Bring conversations, tasks, and context into one place. Collaborate on records, automate routine work, and keep teams aligned from first touch to renewal.
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A clean UI showing a shared inbox, task list, and a collaborative document, visualizing teamwork and faster workflows.

One workspace for productive, collaborative teams.

Unify notes, comments, files, email, and tasks alongside customer context so everyone knows what’s happening, who owns it, and what’s next—without switching tools.

Collaborate in one place

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  • Shared records with timeline, notes, and attachments for full context.
  • Inline comments, @mentions, and subscribe-to-changes to keep stakeholders aligned.
  • Shared inbox and team email for coordinated replies from one queue.
  • Document and meeting notes linked to deals, tickets, and accounts.
  • Role-based permissions and record follow to control access and updates.
A clean UI showing a shared inbox, task list, and conversation threads in one organized workspace.

Automate the busywork so teams focus

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  • Workflow automation for task creation, routing, and SLA reminders.
  • Auto-assign owners, set due dates, and trigger approvals on status change.
  • Reusable templates, snippets, and checklists to standardize best practices.
  • Calendar and meeting scheduling to eliminate back-and-forth.
A clean UI showing a dashboard with automated task creation, reminders, and calendar integrations, streamlining workflows for focused teams.

Stay aligned across your tools

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  • Email, calendar, and chat integrations to work where your team already is.
  • Connect work management and issue tracking for seamless handoffs.
  • Bi-directional notifications to surface updates in the right channels.
  • Multi-language UI and timezone-aware tasks for global teams.
A dashboard showing integrations with email, calendar, and chat apps, plus notifications appearing for seamless workflows.

Measure and continuously improve

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  • Dashboards for task throughput, response times, and collaboration activity.
  • Audit trails on records and conversations for clarity and accountability.
  • Health indicators to spot bottlenecks and improve handoffs.
  • Custom reports to track adoption of templates, automations, and SLAs.
A dynamic dashboard displays real-time task throughput, response times, and customizable reports with audit trails and health indicators for continuous improvement.

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Frequently asked questions

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Related features

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Team Collaboration

Comments, assignments, and notifications to move work faster.
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Project Management

Streamline cross-team collaboration with AI project management. Includes segmentation, automation, and reporting.

Task Management Software

Store, track, manage, and report tasks and activities to inform relationships with customers.

Team Email

Connect team email addresses to a universal inbox for easy and efficient collaboration.

User Management

Control user permissions for CRM records, content, and tools so each user has access to the right assets.
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Organize Teams

Model your org with multi-level teams by region, business unit, or brand to streamline ownership, reporting, and permissions.
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