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

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

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

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

Payment Links

Turn any interaction into a purchase moment by sharing links in emails, pages, forms, or meetings. Buyers pay in a few clicks, and your records update instantly across deals and contacts.

Collect payments anywhere

Use links or QR codes to launch prefilled checkouts that reduce friction and error. Flexible placement meets buyers where they already are.

Create links in seconds

• Choose product, amount, and cadence.
• Generate reusable or one-time links.
• Embed across channels with minimal effort.

Delightful checkout experience

Responsive design, multiple methods, and clear confirmations increase completion and trust for new and repeat customers alike.

Centralize commerce in CRM

Operate at scale

Invoices

Generate branded invoices directly from quotes or deals and collect payment on the spot. Finance, sales, and success share the same status, eliminating spreadsheet chases and email threads.

Invoicing made easy

Create digital invoices in a few clicks and deliver them through trusted channels. Buyers see clear line items, taxes, and totals that reduce disputes and delays.

Automate collections

• Send reminders at set intervals.
• Record partial payments and credits.
• Trigger tasks for overdue balances.

One platform for commerce

Keep quoting, invoicing, subscriptions, and payments together so handoffs are automatic and reporting is complete.

Revenue reporting on autopilot

Operational 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

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

Quotes

Create professional proposals from the CRM and include everything buyers need to say yes. Real-time activity helps reps follow up precisely and managers forecast more confidently.

Generate instantly

Draft from deal data, apply templates, and preview before sending. Remove copy-paste errors and keep terms consistent across teams.

Win with professional presentation

• Cover letter, pricing table, and files together.
• Clear terms and deliverables improve trust.
• Signature and payment on the same page.

Accelerate with approvals

Rules route review quickly, while inline feedback helps reps resolve issues without delays or email chains.

Visibility and reporting

Buyer-friendly experience