Use cases
Start with the work you want to improve.
Choose your team’s work. See the conversations, decisions, and next steps in one place.
Marketing
Connect campaigns to conversations. Plan the next message with context. See howSales
Keep the enquiry, quote, and next follow-up together. See howSupply chain planning
Plan stock and capacity around what customers ask for. See howCustomer support
Answer from the customer record. Hand over with the full context. See howCustomer success
Make the next visit or order part of the relationship. See howTrusted by teams across industries
Meet our customersOne customer, end to end
One customer. A connected team.
Follow a conversation across the business.
One customer. One conversation history.
An ad starts a conversation.
The source stays attached to the customer.
The conversation
Conversation source
Sandstone collection
- Source
- Instagram ad
- Interest
- Sandstone vase
Source saved to the customer
The question becomes an order.
The product and delivery details move with the conversation.
The conversation
Draft order
Sandstone vase
- Quantity
- 1 vase
- Delivery
- Riyadh
Payment link ready
A request adds to the demand picture.
The team can review what customers ask for alongside stock and sales.
The conversation
Demand signal
Sandstone vase
- Stock
- Sold out
- Requested
- 2 more vases
Request available for the stock review
An answer from the actual order.
Support sees the purchase, the promise, and the latest update.
The conversation
Order tracking
Sandstone vase
- Latest update
- At the local hub
- Destination
- Riyadh
Tracking shared in the conversation
The next visit starts with context.
Past purchases give the next conversation a useful starting point.
The conversation
Customer history
Sandstone collection
- Previous purchase
- Sandstone vase
- New interest
- Matching small vase
Continuing the same relationship