Use powerful filters to create fine-grained lists of Accounts and Contacts.
Manage your day-to-day Customer tasks using the view that makes you the most productive.
Build bespoke Account and Contact Health Scores to fit your unique business.
Create scalable, repeatable processes with automated Playbooks.
Assemble a unified-view of each Account with data from over 100 SaaS integrations.
Add key Metrics and Segments to Dashboards to give instant access to important information.
Our Latest Issue
uSERP CEO, Jeremy Moser, shares — "6 Customer Retention Strategies that Work [+Examples]". Head of Customer Success at NetHunt CRM, Anastasia Tatsenko, provides some practical retention steps with — "Cut Churn with These 5 Smart Automated Processes (+ Templates & Triggers!)". On the Forbes blog, Founder and Chief Culture Officer of Ideal Outcomes, Jason Richmond, asks [and answers] — "The Employee And Customer Experience: What Do They Have In Common?". Managing Director at lowercase, Josh Krissansen, looks at —"Cross-selling and Upselling: What to Know Before Getting Started". Aaron Dinin of Duke University digs into the mis-use of customer surveys in — "Survey Customers at Your Own Risk". Zac Sprackett, Chief Product Officer at SugarCRM, shares his thoughts on the future of retention with — "Unlocking the Potential of AI to Increase Customer Retention".