Shape the CRM around your business
Keep People, Organizations, custom Records, customer work, activity, and connected data in one configurable workspace.
- Configure terminology, fields, layouts, Record Types, pipelines, and saved views.
- Link customer records to Tickets, Tasks, Events, Documents, Files, and Projects without copying context between tools.
- Start with a small Free CRM trial and add shared capacity with paid seats.
A configurable data model
Keep People, Organizations, custom Records, customer work, activity, and connected data in one configurable workspace.
Customer work in context
Link customer records to Tickets, Tasks, Events, Documents, Files, and Projects without copying context between tools.
Permissions and audit history
Separate viewing, editing, schema, export, merge, and connector permissions keep access explicit.
A configurable data model
Keep People, Organizations, custom Records, customer work, activity, and connected data in one configurable workspace.
Customer work in context
Link customer records to Tickets, Tasks, Events, Documents, Files, and Projects without copying context between tools.
Permissions and audit history
Separate viewing, editing, schema, export, merge, and connector permissions keep access explicit.
Configurable CRM
From intake to outcome
Link customer records to Tickets, Tasks, Events, Documents, Files, and Projects without copying context between tools.
- Turn forms, Tickets, email, and connected sources into structured customer context.
- Track requests, commitments, outcomes, health, lifecycle, and relationship history.
- Keep product and support work linked to the customer record that explains it.
Automate without losing control
Build forms, segments, lifecycle stages, saved views, reports, and approval-aware automations around the data model your team actually uses.
- Preview imports, mappings, merges, templates, and destructive maintenance before applying them.
- Use approval-aware automations and Virtual Coworkers according to the workspace plan.
- Connect Stripe, Square, commerce, marketing, CRM providers, CSV, webhooks, or the REST API on supported plans.