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Work together. Move faster.
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.
Work together. Move faster.
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.
Work together. Move faster.
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.
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
- 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.
Automate the busywork so teams focus
- 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.
Stay aligned across your tools
- 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.
Measure and continuously improve
- 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.
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