Companies and contacts
Link contacts to companies, add custom fields, import and export lists.
CRM-lite
Know the customer behind the conversation.
Contacts belong to companies; each company's conversations, revenue and health score are on one screen. Your agent sees the customer's history while replying.
01 02 Health score
A 0-100 score weighted from several signals, so you spot at-risk customers early.
03 Timeline
Conversations, notes and key events per contact and company, in order.
What's included
Ready out of the box.
- Company and contact records
- Custom fields
- Company revenue
- Weighted health score
- Contact and company timeline
- CSV / XLSX import and export
Platform
Other areas
Your customers are writing. Are you ready?
Connect your channels, invite your team and answer your first conversation today.