Team and ClientRelationshipManagement.
Build stronger relationships with intelligent CRM that manages both internal contacts and external client relationships with AI-powered insights and automation.
Relationships inside and out
Manage both team dynamics and client relationships from one unified platform
Team Relationship Management
Foster stronger internal relationships with tools that track team dynamics, collaboration patterns, and help identify opportunities for team building.
- Team interaction analytics
- Collaboration scoring
- Skills and expertise mapping
- Recognition and feedback tools
- Team health monitoring
Team Insights:
Client Relationship Management
Deliver exceptional client experiences with comprehensive contact management, deal tracking, and AI-powered insights that drive revenue growth.
- 360° client profiles
- Sales pipeline management
- Automated follow-up sequences
- Revenue forecasting
- Customer health scoring
Sales Performance:
Complete relationship lifecycle management
From first contact to long-term partnership
Lead Management
Capture, qualify, and nurture leads with intelligent scoring and automated workflows that maximize conversion rates.
- Multi-channel lead capture
- AI-powered lead scoring
- Automated qualification
- Nurture campaigns
Deal Tracking
Visual pipeline management with predictive analytics and automated reminders to keep deals moving forward.
- Visual pipeline stages
- Revenue forecasting
- Win/loss analysis
- Deal health scoring
Analytics & Insights
Deep insights into relationship patterns, sales performance, and opportunities for improvement across teams and clients.
- Performance dashboards
- Relationship mapping
- Predictive analytics
- Custom reporting
Integrated communication hub
All your relationship communications in one place - emails, calls, meetings, and notes automatically linked to contacts and opportunities.
Email Integration
Sync emails automatically with contact records, track opens and clicks, and use AI templates for personalized outreach.
Call Management
Built-in calling with automatic call logging, recording, and AI-powered conversation summaries and action items.
Meeting Coordination
Schedule meetings across time zones, send automated reminders, and capture meeting notes that sync with contact records.
Relationship Health
Strengthen every relationship that matters
Join teams building stronger internal culture and external client relationships