Every customer, every interaction.
Unified profiles with full history.
Everything you need to
understand customers.
Lisa Chen
lisa@techstart.io
Custom fields
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Conversation history
Live chat started
Can't access dashboard · 2h ago
Email received
Billing question · 1d ago
Discord message
API rate limit question · 3d ago
Email sent
Feature request: dark mode · 1w ago
Conversation history
Every chat, email, and ticket
organized in one place.
Recent activity
Email opened
Pricing proposal · 2h ago
Call completed
15 min · with Mark D. · 1d ago
Note added
Budget approved for Q2 · 3d ago
Meeting booked
Demo call · Mar 5 · 1w ago
Activity timeline
See every touchpoint and
interaction at a glance.
Built for context.
Designed for personalization.
sarah@acme.comSarah Johnson · VP Sales
s.johnson@acme.comS. Johnson · VP Sales
sarah@acme.comSarah Johnson · VP Sales · Merged
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Sarah JohnsonJohn Doe
Emily DavisBulk actions
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Tag, assign, or export in bulk.
Michael added a note2h agoCustomer requested a demo of the enterprise plan. Follow up next week to discuss pricing options. They're currently on the Pro plan with 12 seats and looking to expand to 30+.
@Sarah can you prepare the proposal? Make sure to include the volume discount we discussed.
Notes & comments
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Sarah Johnson
sarah@acme.com
Contact profiles
See everything about a customer in one place.
History, fields, and notes organized for quick access.
Built for how you
know customers.
Sarah MillerAlex JohnsonMike Kim
Emily TorresPermissions & roles
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role-based access per contact.
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date, and more in seconds.
Excel
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