What is a CRM?

A Customer Relationship Management (CRM) system centralizes your customer data, communications, and processes so every team can deliver better experiences. Modern CRMs go further with built‑in AI assistants that help you capture information automatically, surface insights in real time, and recommend next steps—so you spend less time on admin and more time building relationships.

Powerful Products for Modern Teams

Explore integrated solutions that help you manage customers, analyze data, automate workflows, and secure your business—now enhanced with AI to accelerate work across every team.

Customer Management

Build lasting relationships with every customer. Track every interaction, manage contacts efficiently, and gain deep insights into customer behavior.

• Key features:
• 360-degree customer view with complete interaction history
• Advanced contact segmentation and tagging
• Automated data enrichment and duplicate detection
• Custom fields and flexible data models
• Mobile-first contact management
• Integration with email, calendar, and communication tools
• AI-assisted data capture from emails, calls, and meetings

• Conversation summaries with sentiment and next-best-action suggestions

• Benefits:

• Increase customer retention by 35% with personalized engagement
• Reduce data entry time by 60% with automation
• Improve team collaboration with shared customer insights
• Make data-driven decisions with comprehensive analytics

Sales Analytics

Turn data into revenue-driving insights. Understand pipeline health, forecast with confidence, and prioritize the deals most likely to close.

• Key features:
• Predictive forecasting and trend analysis
• AI-powered lead and opportunity scoring
• Deal risk alerts and win‑loss insights
• Revenue attribution and cohort analysis

• Natural-language queries to generate reports and dashboards

• Benefits:

• Spot risks earlier and focus on high-impact deals
• Shorten sales cycles with data-backed prioritization
• Align teams with a single, trusted view of revenue

Workflow Automation

Automate repetitive tasks so your team can focus on what matters. Orchestrate processes across tools with guardrails and visibility.

• Key features:
• No-code automation builder with triggers and actions
• Approvals, SLAs, and conditional branching
• Library of prebuilt connectors for email, calendars, chat, and billing
• AI that suggests automations and generates workflows from plain-language prompts

• Error handling, retries, and audit trails

• Benefits:

• Eliminate manual handoffs and reduce errors
• Launch new processes quickly with AI-suggested templates
• Maintain control with centralized monitoring

Enterprise Security

Protect your most valuable data with security that scales.

• Key features:
• SSO/SAML, SCIM provisioning, and role-based access controls
• Field- and record-level permissions with audit logging
• Encryption in transit and at rest
• Compliance support (e.g., SOC 2, GDPR readiness) and data residency options

• AI privacy controls: policy-based redaction, data boundaries, and admin controls to govern model access

• Benefits:

• Meet enterprise security and compliance requirements
• Give teams the access they need—nothing more
• Use AI confidently with clear data protections

AI Assistant Capabilities

Give every team a copilot embedded directly in your CRM.

• Conversational help anywhere: ask questions in plain language to find records, create tasks, or generate reports
• Automatic capture and summaries: log calls, emails, and meetings with key points, action items, and sentiment
• Next-best action and recommendations: follow-ups, playbooks, and timing suggestions based on engagement patterns
• Smart compose and reply: context-aware emails, notes, and messages tailored to each relationship
• Reporting and analysis: generate charts, dashboards, and forecasts from prompts—no SQL required
• Data hygiene at scale: enrichment suggestions, duplicate resolution, and anomaly detection
• Workflow generation: turn a written process into an automated flow with approvals and alerts
• Knowledge assist: answer FAQs from your product docs, playbooks, and past interactions
• Mobile copilot: quick summaries, updates, and voice commands on the go
• Governance and control: admin policies for data retention, content filtering, and human-in-the-loop review