CRM and universal records
One record model for leads, customers, tickets and candidates, with stages, custom fields, companies and a full activity timeline.
The problem
Customer information is split across a CRM, a help desk, a phone system and spreadsheets, so nobody sees the whole relationship and every handover loses context.
Who uses it
- Sales and support agents
- Team managers
- Operations and admin staff
Used by: Sales, Customer support, Recruitment, Operations
How it works
- Import contacts from CSV, or create records by hand or from forms and calls.
- Move records through the stages your process defines, in a list or a board.
- Add custom fields, notes and companies, and see every call, message and change on one timeline.
- Bulk-assign, bulk-move and merge duplicates as the database grows.
- Export what you need, when you need it.
What it does not do today
- Leads, deals and contacts are one record type with stages, not separate object types.
- Duplicate detection warns when a record is created; it does not block the duplicate.
Connected to
CRM and universal records works on the same records and history as these parts of the platform.
Sales pipeline and proposals
AvailableCampaigns with stages and assigned agents, weighted forecasts, broadcasts and proposals that clients accept and sign online.
Learn moreSupport desk
Available with limitsSupport tickets on the customer’s record, a queue ordered by SLA due time, internal notes and a breached-SLA count.
Learn moreInbox and outreach sequences
Available with limitsA shared SMS and email inbox on the customer record, plus multi-step sequences across calls, SMS, email and tasks.
Learn moreCalling and dialer
AvailableManual, power and predictive dialling in the browser, with recording, voicemail drop, supervisor listen/whisper/barge and post-call AI QA.
Learn moreAutomation and workflows
Available with limitsTrigger-based workflows that assign, move, notify, message and update records — with dry runs, run history and retries.
Learn moreAnalytics and reporting
Available with limitsCustom dashboards, revenue and funnel reports, agent performance, leaderboards, exports and scheduled email reports.
Learn more