Customer 360°
Conversations, identities, tasks and deals connect around one record; uncertain matches are never silently merged.
The same customer model speaks of guests in hotels, clients in health tourism and patients in clinics. Fields, pipelines and visibility adapt to the work.
Book a conversation ↗Conversations, identities, tasks and deals connect around one record; uncertain matches are never silently merged.
Headquarters and properties can have multiple pipelines. Per-pipeline role and user access is planned.
Stages, ownership, history and follow-up tasks make the next step after a conversation visible.