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Better understand your customers

When your billing, marketing, and customer sucess tools are already integrated with your CRM you'll better understand your customers' journey—from lead capture to lifetime value.

  • Effortlessly maintain complete account records that include a complete history of all contact information, email communications, customer support requests, and billing activity. No integration required.

  • Easily add custom properties to customize your account records to fit your business' unique needs.

  • Track Gmail conversations on your account records so you never lose context on your most recent interactions with your users.

 
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Easily manage your sales pipeline

You've done the hard work to get your product to market; now it's time to grow. Our sales pipeline management tools will keep your customer acquisition efforts on track.

  • Drag-and-drop sales pipeline management tools make it easy to track the progress of each of your deals.

  • Fully customize our pipeline management tools to mirror the stages of your customer acquisition process.

 
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Track user engagement with your product

SaaS companies need to manage contacts and customer communications, but also need insight into what actions users are taking within their product.

  • Create and track custom events that correlate to feature usage within your product

  • Use product engagement insights to sell to your most engaged customers and proactively offer help to users who become disengaged

  • Track product engagement metrics by billing stage, by month, or by cohort

 

Ready to understand your customers and your pipeline?