Good relationships.
Less remembering.
A CRM that starts with people. Keep conversations, organizations, deals and documents together, so the next step is easy to see.
Product interface shown with sample contacts.
People first.
Organizations when you need them.
A customer can be a person, an organization, or both. Independent customers have a complete record without a company field getting in the way.
A useful history, not a pile of fields
Conversations, notes, deals and related documents live with the contact.
The organization has its own story
See the people, active work and shared files attached to an organization.
Your inbox.
With the missing context.
Connect an existing mailbox with IMAP and SMTP. Read and reply beside the contact history instead of reconstructing the conversation in another tab.
AI assistance, with you in control
Summarize a thread, draft a reply and find a next step. Review the draft before sending.
Keep the relationship connected
Email and related work belong to the same record, not separate islands.
The files belong with the work.
Browse folders, attach files to contacts and deals, and write documents inside the CRM. The brief and the conversation stay a click apart.
Keep your documents and customer context together.
One relationship. The whole picture.
CRM and Product Analytics share one workspace, so product activity adds context to the people you work with.