Collaboration
Chat feed
Retrieve all account and contact chat conversations directly in your Unified Inbox.
Email feed
Retrieve all account and contact email conversations directly into your Unified Inbox.
Escalation Workflow
Build automated management alerts when a contact or an account is at risk.
Portfolio Management
Automatically assign your signups and customers to your team so they can receive the right notifications, be assigned to the right tasks and actions.
Pulse feed
Follow your team’s sentiment regarding the risk or satisfaction of their portfolio directly into your Unified Inbox.
Renewal pipeline
A pipeline specifically designed for Customer Renewals with drag & drops, powerful forecasting health conditions, and notifications.
Satisfaction feed
Retrieve all account and contact NPS scores directly into your Unified Inbox.
Tasks
Create tasks reminders and alerts about your portfolio directly in your Unified Inbox.
Tickets feed
Surface all contact and account support tickets directly in your Unified Inbox
Unified Inbox
Centralize all customers activities and exchanges in one place, with emails, chats, tickets etc.
User Gate
Share your actions and outcome with your customers to improve your collaboration.
