Everything you need to
understand customers.
John Doe
john@company.com
Rich profiles
Custom fields to build
complete customer profiles.
Re: Order #1042
2h ago
Live chat session
Yesterday
Welcome email
3 days ago
Support request
1 week ago
Conversation history
Every chat, email, and ticket
organized in one place.
Viewed pricing page
Just now
Opened email
5m ago
Clicked 'Get Started'
12m ago
Visited features page
1h ago
Activity tracking
Track emails, page visits,
and actions in real-time.
Built for context.
Designed for personalization.
Sarah Johnson
sarah@acme.com
S. Johnson
sarah.j@acme.com
Merge duplicates
Automatically detect duplicate contacts.
Merge profiles with one click
Emily Davis
emily@globalfin.com
Tags & labels
Organize contacts with custom tags.
Filter and find anyone instantly
Customer requested a demo of the enterprise plan. Follow up next week to discuss pricing options.
@Sarah can you prepare the proposal?
Notes & comments
Add internal notes to any contact.
Share context with your team
Sarah Johnson
sarah@acme.com
Contact profiles
See everything about a customer in one place.
History, fields, and notes organized for quick access.