Turn WhatsApp conversations into revenue.

Build opt-in audiences, send personalized messages at scale, and run two-way conversations that convert—powered by templates, automation, and real-time analytics inside your CRM.

Reach customers where they already are.

Use WhatsApp to meet buyers in their preferred channel with timely, relevant messages. Capture consent, personalize content with CRM data, and trigger follow-ups based on behavior—all while staying compliant with WhatsApp’s policies.

Build a compliant audience fast

• Collect and store explicit opt-in from forms, chat, and landing pages.
• Manage consent states (opt-in/opt-out) with automatic suppression rules.
• Create approved message templates for promotions, alerts, and support.
• Localize templates and messages across multiple languages.
• Use short links and QR codes to grow your WhatsApp list from ads and social.

Personalize and automate at scale

Triggered journeys

Send abandoned-cart nudges, re-engagement pings, or post-purchase care based on events and segments.

Dynamic personalization

Merge CRM fields (name, product, order status) and conditional content for 1:1 relevance.

Broadcasts to segments

Schedule promotional or informational sends to targeted, compliant lists with throttling and quiet hours.

Template workflows

Auto-start conversations with approved templates and route replies to the right team.

Run two-way conversations with your team

Measure, test, and optimize outcomes

Turn texts into timely conversions

Reach customers instantly with personalized, compliant SMS. Build two-way conversations, trigger messages from real-time events, and track revenue impact in one place—no code required.

Automate, personalize, and track SMS at scale.

Replace one-off blasts with lifecycle messaging for welcomes, promotions, reminders, and recoveries. Use CRM data for targeting, AI to draft and optimize, and built-in compliance to protect deliverability and brand trust.

Build compliant programs

• Two-way SMS and MMS with keyword opt-in/out (e.g., JOIN, STOP, HELP).
• Consent capture, subscription types, and quiet hours by timezone.
• Country- and carrier-aware sending rules and rate limiting.
• Short links with click tracking and UTM support.
• Templates for alerts, promos, appointments, and order updates.

Personalize every send

Dynamic content

Swap offers, images, and CTAs based on segment, location, and lifecycle stage.

Behavioral triggers

Send on form submissions, page views, cart events, purchases, and custom events.

Audience controls

Segment with CRM fields, engagement history, and custom properties; apply frequency caps.

AI assistance

Generate concise copy, variations, and translations aligned to your brand voice.

Optimize delivery and performance

Connect SMS across the journey

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

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

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

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

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