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

Repurpose in seconds.

Transform a single asset into blogs, social posts, emails, ad copy, and more—while keeping message and quality intact.

Do more with what you already have.

Feed in a top asset and select outputs. Create highlight posts, summaries, quotes, threads, captions, and images—then schedule across channels and learn what resonates.

From source to set

• Automatically identify key themes, stats, and quotable moments.
• Generate formats for blog, social, email, and ads with the right length and angle.
• Apply brand voice and restricted-term checks before publishing.

Templates and workflows

Use remix templates for launches, webinars, and reports. Batch-generate assets, route for approval, and maintain naming and tagging standards automatically to keep operations clean.

Publish and track

Plays nicely with your stack

Write in your voice.

Create a reusable brand voice profile and apply it to drafts across blog, web, email, ads, and social.

Consistency at any scale.

Input examples, rules, and phrases to capture your style. Writers and agents use the same voice so every asset reads on-brand, even as volume and contributors grow.

Create your voice profile

• Upload examples and specify tone, preferred language, and banned terms.
• Create multiple presets for channels like social, blog, and email.
• Use approval workflows and history to manage updates.

Apply and adapt

Generate new content in your preset voice or rewrite existing copy to match. Adjust for audience, region, formality, and intent without losing identity.

Accelerate production

Measure quality

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

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

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