Product Library

Build a single source of truth for products and services, then associate items to quotes, invoices, and subscriptions. Consistency improves margins, forecasting, and customer experience.

All products in one place

Organize families, attributes, and price books for efficient discovery. Permissions and approvals keep edits controlled without slowing iteration.

Fast, error-free quoting

• Insert approved line items with a click.
• Auto-calculate taxes, discounts, and totals.
• Prevent typos and pricing drift across teams.

Easy maintenance

Change a price once and let new quotes inherit automatically. Effective dates help you plan future increases without surprises.

Structured catalogs

Analytics and controls

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

Never miss an inbound call again

An AI phone agent greets callers, understands intent, qualifies, routes, books, and logs every conversation—freeing staff to focus on high-value work while keeping response times instant.

AI call handling built into your phone system.

Configure inbound call flows so the agent answers first, only on missed calls, or as a fallback. Adjust timeouts to avoid local voicemail capturing the call.

Natural conversations that get work done

Understands context

Converses naturally and follows intent rather than rigid menus.

Speech recognition

Transcribes and interprets speech for accurate actions and records.

Always on

Provide consistent 24/7 coverage for inquiries and lead capture.

These capabilities reduce wait times and increase conversion on first contact.

Flexible call flows

• Answer all inbound calls with AI.
• Answer only missed or after-hours calls.
• Forward to humans when needed.
• Lower inbound call timeout so calls do not hit local voicemail.

Choose the flow that matches your staffing and SLAs.

Book and route without hold music

Everything captured in CRM

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

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

Chatbot Builder

Create bots that greet visitors, qualify prospects, and resolve routine questions - then hand off to a human when needed. Because chat is connected to your CRM, every conversation enriches customer context for smarter follow-up.

Use chatbots to connect with visitors at scale.

Prospects expect real-time help. Templates and a visual editor make it easy to design natural flows and match your brand. Automate intake, routing, and meeting booking so reps focus where it matters most.

Easily create and customize

Start from a goal-based template and tailor questions, responses, and logic in minutes - no code required.

Personalized by your CRM

• Use known data to greet by name and tailor next best steps.
• Sync captured details back to records automatically.
• Keep context across channels and handoffs.

Lighten the load on support

Works across your site and inbox

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.