CRM
Maintain company and contact records and link the conversations, documents, projects and invoices your team is permitted to view.
Companies and contacts
Open a company to find its contacts and linked records. Use custom fields, tags and notes for information your team needs.
- Company and contact fields with related records
- Portal contact access and authorized contact anonymization
- Linked conversation threads and selected mailbox-history imports
Documents and recorded activity
Store files in the document library with folders, linked records and version history. Review recorded changes and approvals in the activity views.
Features
- Companies and contacts isolated per workspace - teams only see what they should
- Shared inbox - connect Microsoft 365 and Google Workspace mail
- Document library with versioning and entity links
- Recorded activity for client work
- Customer portal ties contacts to tickets, invoices, and quotes
- Workspace membership, roles and module permissions
- Outgoing webhooks on conversation and invoice lifecycle events
- Global search across entities - companies, tickets, tasks, invoices