A complete customer record
CRM & contacts
Bring contacts, companies, notes, tasks, activity, appointments, and custom fields into one dependable workspace.
Give your team the context to make the next conversation useful—not another search through tabs.
- A single, searchable customer record
- Flexible fields, tags, filters, and lists
- Fast imports without losing source context
Capability 01
Contacts and companies
Organize people and the businesses around them, with every touchpoint connected to the right record.
Capability 02
Custom data
Model the information your business actually needs using custom fields, tags, filters, and reusable views.
Capability 03
Activity in context
See messages, tasks, notes, appointments, and opportunities without rebuilding the story by hand.
How it works
A clearer way to use crm & contacts.
1
Capture
Create or update the customer record.
2
Enrich
Add source, tags, answers, and ownership.
3
Act
Move directly into the next task or conversation.
Put crm & contacts to work in AgentFlow.
Start with one workspace, connect the tools you already use, and build the process that fits your team.
No card required to start.