CRM

Everything in one place

Effortlessly manage contacts, subscriptions, and all customer communications in one place—from lead capture to lifetime value.

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Better understand your customers

When your billing, marketing, and customer success tools are already integrated with your CRM you'll better understand each customers' unique journey.

Screenshot of the account detail screen.
  • Effortlessly maintain CRM records that include a complete history of your interactions with each customer. Everything from login activity to support tickets submitted, products purchased, and chat and email conversations get pulled into each users' activity feed.
  • Easily add custom properties to customize your CRM records to fit your business' unique needs.
  • Make changes to your customers' subscriptions directly from their CRM records—extend trials, flag accounts for upgrade, or change a user's subscription altogether.
Screenshot of the sales pipeline screen.

Manage your sales pipeline

You've done the hard work to get your product to market—now it's time to grow.

  • 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.

Track user engagement within your product

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

Screenshot of the engagement screen.
  • 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, month, or cohort.

Understand your customers and your pipeline.

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