CRM
Before you call, open the record: latest emails, transcribed calls, past appointments, quotes in progress, open tasks. The 360° view tells the whole story of the relationship.
No credit card required
How it works
Every hub feeds the 360° view: a campaign sent, a call made, an appointment booked, a ticket opened, a quote accepted. Nobody "updates the CRM" — the CRM updates itself because the work happens inside it.
The record displays when the phone rings, is checked before an appointment, is shared between colleagues. Custom fields and linked business objects complete the picture: cases in progress, rented equipment, active contracts.
Go further
Your business applications, with no development: properties, case files, contracts, with segments and automations.
DiscoverLiving lists that follow your data in real time.
DiscoverOnline PDF editor and AI enrichment: OCR, summary, filing.
DiscoverUse cases
Detailed scenarios with figures, where this hub plays a central role: the starting situation, what gets put in place, what it shifts.
19 municipalities, one front door for residents.
Discover Housing12,000 homes, and a complaint that no longer vanishes between caretaker and contractor.
Discover Local authority38,000 subscribers, works every week, and a switchboard that no longer saturates.
Discover Local authorityOne adviser per 400 businesses, events, training, and follow-up that holds.
Discover HealthcareNine practitioners, and 14% of slots lost every month.
Discover Services22 consultants, 45 proposals a month, and nobody whose job is to chase.
Discover Services4,200 policies, 11 staff, and 9% of cancellations nobody saw coming.
Discover Retail14 countries, 2 people in support, and 38% of messages in a language nobody reads.
Discover Retail18,000 subscribers, 4,200 questions a month, and one question asked fifteen ways.
Discover ManufacturingSeven support technicians, 1,400 requests a month, and one customer in five chasing.
Discover Manufacturing40 staff, 180 quotes a month, and 62 days to get paid.
DiscoverFAQ
Yes: company records aggregate their branches, their associated contacts and every linked interaction. Cross-navigation between contact and company is instant.
Yes, through roles and permissions: every user accesses the records and hubs allowed for their role, and workspaces separate teams when needed.
Calls with their transcript and summary, emails, campaigns received, appointments, quotes and invoices, tickets and chat conversations, plus linked objects — cases, properties, contracts.
Yes: the company record aggregates its contacts' activity, its opportunities and its documents. That is what stops a salesperson calling a firm without knowing a colleague spoke to them yesterday.
As long as you decide: retention is set per data type, to meet both your sector's obligations and the GDPR.
Another question? Write to us — a human will answer.
Create your free account in two minutes: CRM, telephony, marketing, appointments and customer service — all in one place, with AI built in.
No credit card required
