Every customer, one complete record

360° customer view with hierarchy, tags and account managers.

Find look-alike records and merge them with a full audit.

Save filters as tabs and share them with your team.

Notes, @mentions, emails and milestones in one history.

Due dates, reminders, recurring tasks and a daily work view.

Find any record in under a second, in any language.

In-app and email alerts, with quiet hours and digests.

Internal and public articles with approvals and AI translation.

Round robin by longest wait, load balancing, skills or account manager first — with capacity limits, a waiting queue and a simulator.

When something happens, do something; every run is logged.

CSV/Excel import with progress and duplicate handling; scoped exports.

Single-use survey links, scores rolled up per customer.