Your customer platform for growth.

Bring marketing, sales, and service data into one CRM with automation, reporting, and an ecosystem of integrations that scale with your business.

One place for customers, from first touch to renewal.

Unify contacts, companies, deals, tickets, and custom objects—then power every interaction with reliable, shared context.

Unified data model

• Standard and custom objects with flexible associations.
• Property governance and validation for clean data.
• Bi-directional sync with your tools.

Productive workspaces

Inbox and chat

Converse across channels from one queue.

Pipeline boards

Manage deals and tickets with drag-and-drop ease.

Tasks and sequences

Automate follow-ups and keep momentum.

Automation and AI

Reporting that drives decisions

Know every contact. Act with context.

Capture new records, enrich details automatically, and see every email, call, chat, page view, and note in one place so teams build relationships faster.

All your interactions in one unified timeline.

Stop stitching data from inboxes and spreadsheets. Work from a living CRM record that updates itself as people engage.

Create and enrich records

• Form, chat, and import capture.
• Automatic enrichment for company and contact properties.
• Deduplication to prevent messy data.

Work where you view

Email, call, and log

Communicate from the record and auto-log outcomes.

Tasks and follow-ups

Create tasks, reminders, and next steps without switching tools.

Documents and notes

Attach files and capture context for the team.

Segment and personalize

Adopt with ease

All customer conversations in one place.

Unify messages across channels into a collaborative inbox. Route by skill or priority, reply with context, and keep every thread tied to the right record.

Route the right way from the start.

Distribute conversations by team, round-robin, or rules like language, topic, or account tier. Working hours and presence prevent after-hours assignments.

Collaborate without collisions

• Agent presence and typing indicators.
• Internal comments and @mentions.
• Draft sharing and approved snippets.
• Real-time collision detection.

Resolve with context

View contact timelines, past tickets, and KB suggestions beside each thread. Insert articles or payment links in clicks, and create tasks or tickets when deeper work is needed.

Hit your SLAs

Scale support quality

One analytics workspace. Every channel.

Track website performance, campaign impact, and funnel health without stitching tools. Out-of-the-box dashboards and custom reporting help you move from data to decisions quickly.

Measure what matters and connect it to revenue.

Replace siloed spreadsheets with unified dashboards. See which channels drive engaged contacts, which campaigns create pipeline, and where conversion leaks slow growth.

Dashboards and reports

Out-of-the-box views

Start with curated dashboards for traffic, campaigns, ads, email, and forms.

Custom report builder

Combine objects and events to answer advanced questions without SQL.

Campaign analytics

Compare cost, influence, and outcomes across assets tied to a campaign.

Web analytics

Track sessions, sources, pages, and conversion rates with drill-downs.

Attribution and lifecycle

Use multi-touch attribution to tie touchpoints to outcomes and understand how channels assist conversions over time. Layer lifecycle and deal data to see which activities generate qualified pipeline and revenue.

Data sources and integrations

Scale, access, and governance

Work smarter with AI that knows your business.

An assistant built into your customer platform that understands your data and workflows. It helps you prep for meetings, generate content in your brand voice, summarize records, and take actions across tools so sales, marketing, and service stay productive without switching tabs.

Embedded assistance across your platform.

Access AI help wherever you work - desktop or mobile. Because it is connected to your CRM and content tools, it delivers relevant answers and suggestions in context, reducing manual effort and keeping teams aligned.

Do more in less time

• Instant meeting prep with highlights pulled from records and conversations.
• Drafts emails, pages, and posts based on your brief and company guidelines.
• Summarizes notes, tickets, and calls to speed follow-up and handoffs.

Create in your brand voice

Generate on-brand copy and adapt tone with quick edits like rewrite, shorten, expand, and clarify. Keep messaging consistent by anchoring content to approved assets and style guidance inside your workspace.

Use your CRM context everywhere

Control and safety

Track every deal with real-time visibility.

Surface risks and opportunities with predictive scoring, build custom pipelines with drag-and-drop controls, and keep data accurate with automated updates so teams can drive revenue with confidence.

Use deal insights to close more sales.

Let AI analyze customer interactions to predict deal health, recommend next steps, and spotlight where attention is needed. Engagement summaries and deal insights help you understand buyer goals and maintain momentum throughout the sales cycle.

Create new deals easily

Auto-recognize new deals from contact and company records in the CRM and keep them updated without extra data entry. Get a daily list of top priorities and next steps for your most important deals.

Customize your pipeline

• Build tailored sales pipelines that match your process.
• Set stage approvals and validation steps to keep deals on track.
• Add guided actions so reps follow a proven path to close.
• Use a drag-and-drop editor to adjust stages quickly.

Track performance at every level

Surface risks with predictive deal scoring

AI-Powered Quotes

Produce branded proposals in minutes without copy-paste. Buyers review, sign, and pay on a single page, compressing time from intent to revenue and improving consistency across teams.

Generate in minutes

Prebuilt templates and CRM context give AI the structure it needs to assemble quotes accurately. Reps fine-tune language while staying on brand.

Always on-brand and accurate

• Logos, colors, and legal copy applied automatically.
• Current prices and SKUs populate from the library.
• Terms blocks reused for speed and compliance.

Focus on closing

Automation removes repetitive drafting so reps spend more time on discovery, negotiation, and multi-threading with stakeholders.

Insight-driven follow-up

Quote-to-cash continuity

Commerce Tools

Equip teams with AI-assisted quoting, invoicing, subscription management, and payments inside the CRM. Reduce swivel-chair work while improving governance, visibility, and speed.

AI that helps you close faster

Generate accurate quotes in seconds and standardize terms without sacrificing personalization. Workflows remove manual steps that slow cycles.

Quote smarter

• Templates for consistent, on-brand proposals.
• Inline approvals to protect margin.
• Signature and payment on the same page.

Streamline billing & payments

Create invoices, manage subscriptions, and accept payments with automatic CRM updates. Finance and sales operate from the same data.

Unlock visibility

Scale with confidence

Analyze and visualize your sales data.

Deliver insights your team can act on. Choose from pre-built reports or build your own, track pipeline revenue and target attainment, and monitor activities with coaching insights — all in real time.

Meet and exceed your goals with real-time sales reports.

Sales managers need fast, confident decisions. With insights at your fingertips, create customizable, visual reports with deep analytics for live updates on pipeline, team performance, deal status, prospecting touches, conversions, and more. AI also helps generate clear report descriptions faster.

Gain total visibility into performance at the click of a button.

• Start with dozens of free pre-built reports included out of the box.
• Track deal forecasts, prospecting, and sales activities without cobbling tools together.
• See whether you’re on track to hit targets with live dashboards your team can trust.

Leverage easy-to-build custom reports.

Custom report builder

Report on any single-object and cross-object CRM data as your needs grow.

Cross-object analysis

Combine contacts, companies, deals, activities, and more for complete insight.

Visualize with AI help

Easily visualize reports and use AI-generated descriptions for funnels, target account engagement, custom objects, and other KPIs.

Demystify your sales performance.

Coach reps based on best practices.