Built for the full workflow.
One connected revenue product.

Product

Workflow agents

Seamless handoffs. Email, chat, and support history stay on the account so nobody works from memory.

  • Automated handoff routing
  • Account playbooks
  • Follow-up task agents
Payments dashboard

Alerts

Proactive alerts. Surface renewals, quiet accounts, and stalled deals before they slip past quarter end.

  • Renewal reminders
  • Stalled deal signals
  • Quiet account alerts

Timeline

Shared timeline. Sales, success, and support work from one account view so every handoff keeps context.

  • Full activity history
  • Team-visible notes
  • Cross-channel threads

Integrations

Connected stack. Sync email, calendar, and billing tools so customer data stays current across your workflow.

  • Gmail and Outlook sync
  • Calendar availability
  • Billing and Stripe data
Computer
16.1MB left
Cloud
Unlimited