Unleash the power of a tight team freed from the hassle of bad communication

Centralize key information, notifications, tasks, playbooks all-in-one place to provide your team with a complete view of your customers updates and actions.

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COLLABORATIVE INBOX

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.

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DISCUSSION & CHAT FEEDS

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.

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NOTIFICATIONS

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.

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PORTFOLIO MANAGEMENT

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.

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No-Code integrations

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