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

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

AI Agents that turn your reputation into revenue

Reviews AI Agents automatically request, respond to, and market reviews to improve your brand’s reputation across every location and drive revenue growth.

AI for reputation excellence

The #1 reputation platform, now powered by agents that learn what works. Optimize review generation with A/B testing, reply in your brand voice with sentiment and image understanding, showcase top reviews on your site and social, and track reputation health across locations with reporting and competitive benchmarks.

Optimized review requests with A/B Testing

• Agents test subject lines, templates, channels, and timing to maximize open and completion rates.
• Generate reviews where they are needed most by identifying the right platforms per location.
• The Review Generation Agent finds happy customers, selects the best message and channel, and sends requests automatically.
• CRM-integrated campaigns trigger review asks at the perfect moment to grow volume and visibility.

On-brand AI replies in every language

Review Response Agent

Writes smart, personalized replies using your tone and workflow rules so nothing slips through the cracks.

Sentiment & image understanding

Analyzes photos and emotion in each review to craft thoughtful responses that build stronger customer connections.

Auto-translate

Automatically translates reviews and replies to and from English, enabling consistent, on-brand engagement across regions.

Put your best reviews to work

Insights and benchmarking

Resolve content questions fast.

An AI customer agent that answers with approved knowledge, captures context, performs permitted actions, and hands off to your team when needed.

Turn your content into instant help.

Connect articles, product docs, and policies so customers get precise, cited answers in seconds. The agent reduces ticket volume, increases satisfaction, and frees your team for complex work while keeping responses accurate and on brand.

Knowledge that stays accurate

Trusted sources

Use your approved knowledge base, docs, and FAQs as the single source of truth to ground every answer.

Automatic sync

New or edited content is picked up quickly so answers reflect your latest guidance, pricing, and policies.

Context awareness

Tailor guidance using plan, region, lifecycle stage, and product details stored in CRM.

Multilingual readiness

Answer in the customer’s language when localized articles are available.

From answers to actions

Workflow triggers

Kick off approved flows like returns, password resets, refunds, or appointment requests.

Structured intake

Collect required fields (account ID, device, error code) and write them to ticket properties.

Form fills and updates

Validate inputs, update CRM records, and reduce back-and-forth before any handoff.

Seamless human handoff

Measure and improve

Subscriptions

Create plans with cadence, terms, and trials, then bill automatically using saved methods. Track MRR/ARR and renewal health alongside deals for a complete revenue picture.

Recurring billing on autopilot

Invoices or charges run on schedule with clear receipts and ledger entries. Reduce manual work and missed renewals across product lines.

Accurate, on-time payments

• Automated dunning and retries raise collection rates.
• Partial, upgrade, and downgrade handling.
• Tax and currency support for global customers.

Flexible payment options

Collect via cards or ACH and store methods securely for future cycles. Support regional wallets where available.

Unified revenue management

Lifecycle controls

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