Contacts and accounts
Complete customer profiles with history, notes and documents.
Products · CRM
Customer Hub CRM
Bring customer records, sales activity and service requests together so every team sees the full relationship and knows the next step.
Every customer conversation, in context.
Sales, service and marketing share one record for each account, so follow-ups don't slip and customers don't have to repeat themselves.
Sales pipeline
Track leads and opportunities through customizable stages.
Engagement
Email templates, campaigns and automated reminders.
Dashboards
Forecasts, win rates and activity reports in real time.
How it helps
Clearer hand-offs between teams
A shared customer view removes gaps between the first conversation, the signed deal and ongoing support.
Capture
Log calls, emails and meetings automatically.
Coordinate
Assign tasks and keep ownership visible.
Improve
Use reports to spot trends and refine your approach.
With AI
Smarter selling and service
Lead scoring
Prioritize prospects most likely to convert.
Meeting summaries
Turn call notes into action items automatically.
Next best action
Suggested follow-ups based on account activity.
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