A board or a table
Companies in eleven statuses, including Enquiry, Customer, Parked with a return date, Not a fit and Do not call.
One customer record for the whole team.
Manage companies and contacts with statuses, owners and local times. Use email domains and duplicate checks to keep related conversations together.
Available capabilityIncluded capabilities
People
Contacts with a primary person and a per-person do-not-call flag, edited in place.
Addresses split for you
Paste an address and it's split into fields for you to confirm.
Owners
Who found the client and who looks after them now.
Customer and supplier classification
Mark a company as a client or a supplier.
The industry at a glance
Give a company one or more categories: port handling, mining, construction or industrial. Filter by any of them; the primary category sets the default agent and templates.
Country-specific phone validation
Every phone number is read against its country's numbering plan. An old format with one right answer, like Côte d'Ivoire's 8 digits or a 0 after the country code, is brought up to date and the old number kept. A number that looks wrong is marked with why, and the agent does not dial it.
The guided demo illustrates a selected workflow. Availability depends on the enabled configuration; beta items are labelled above.