Get your teams aligned around your
customers needs
Centralize your customers update and next actions to keep everyone in your company on the same page.
Collaborate with your teams
Cut down the usual back and fourth between your teams, share your knowledge and data about your customers across your company.
Be notified of anything you need to be notified of
Whether you need to be notified of a customer turning at risk, experiencing issues, or an upcoming renewal, setup your self-assistant to notify you of the most important matters.
Give your team ownership of its results
Automatically assign tasks and actions to the right team member. Track how each member of your team is performing.