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CRM + marketing + customer intelligence

Know your customers.
Make the next move.

Every inquiry, conversation and opportunity has a next step. Bring your contacts, follow-up, campaigns and customer activity together in a CRM that adapts to the way you work.

See it in actionBook a walkthrough

Ready to explore? Start a Growth trial. 14 days, no credit card required.

Sample account · Sample data

Submissions

Submissions

5 forms people filled in on your website. Newsletter signups are not listed: nobody is waiting on a reply to one.

All (5)Estimate request (2)Service call (2)Example Service (1)new
Sample Lead6m ago
Example Service
/contact
Asking about availability for an example service.
Sample contact 11h ago
Estimate request
/estimates
Example inquiry text.
Sample contact 23h ago
Service call
/contact
Example inquiry text.
Sample contact 3Yesterday
Estimate request
/estimates
Example inquiry text.
Sample contact 42d ago
Service call
/contact
Example inquiry text.

Open an inquiry and see what the customer sent.

Watch the full walkthrough

One platform, more of your day

From the first inquiry to the next opportunity.

Find the person, understand the history and act on it. Start with the tools your team needs, then add capabilities as your work grows.

Know who you are working with

Keep contacts, notes, sources and activity together. Search your records and use tags and custom fields to organize the details that matter.

Contact and lead management

Give every inquiry a next step

Capture website inquiries, assign ownership and track follow-up tasks. Let the team know when a new opportunity needs attention.

Owner SMS alerts on Growth; configured workflows on Pro

Reach the right group of people

Build saved audiences from customer filters, prepare an email campaign and preview the message before it goes out.

Campaigns and saved audiences on Pro and above

Move opportunities toward a decision

Track progress through pipeline stages. Send branded estimates and give customers a clear link to review and accept them.

Estimates on Growth; saved templates on Pro

Understand the activity behind a name

Bring recorded engagement into focus with customer profiles, AI-generated summaries and audience insights.

Customer Intelligence through managed onboarding

Make room for how your business works

Organize records with your fields and stages, then add the workflows and specialized connections your operation needs.

Options vary by plan; specialized setup is assisted

Your process belongs here

Shape the CRM around the work.

Customers, readers, members, donors or prospects: relationships are the common thread. Organize the people you serve and give your team a practical way to keep them moving.

Keep what makes your business yours.

Use custom fields, tags, pipeline stages and saved audiences to organize your records. Configure follow-up workflows on Pro, and work with Long Drive on specialized setup and data connections.

We help map your process to the platform and identify any additional configuration or development it needs.

Talk through your workflow

Customer intelligence

Go into the next conversation with context.

Bring recorded engagement into a customer profile, with an AI-generated synopsis and inferred topics to help your team prepare. Available through managed onboarding.

Sample account · Sample data

Scene 1 of 6

Contact

Sample contact

Account
Sample account
Email
Not available
Phone
Not available
Onboarding
Managed

No name, address or number is shown. This is a sample record.

Open a sample contact record.

Available through managed onboarding

What this film shows

Opens a sample contact, shows the synopsis, the recorded-activity tier, inferred topics and stances, then poll history and activity. Profiles are generated from recorded engagement history. Topics are not searchable from here.

  1. Open record. Open a sample contact record. (Available through managed onboarding)
  2. Synopsis. The synopsis is written onto the contact from the recorded history. (Profiles are generated from recorded engagement history.)
  3. Signal count. Twelve recorded signals, refreshed on a fixed sample date, model named. (Available through managed onboarding)
  4. Recorded-activity tier. Recorded activity tier and score. The rows beside it are inputs, not a sum. (Opens in the score are provider-reported.)
  5. Topics and stances. Topic and stance rows the model inferred. (AI-inferred from recorded behavior. A hypothesis to check, not a survey.)
  6. Polls and activity. Poll history and the recorded activity beside it. (Profiles are generated from recorded engagement history.)

This walkthrough uses a sample account and sample data. Profiles summarize recorded activity; inferred interests are suggestions to review, not statements from the customer.

Explore customer intelligenceExplore all seven demos

See the details behind the features.

Explore the workflows, watch sample demonstrations and see what each capability includes.

Start where you are

Explore it yourself. Or build the right setup with us.

Self-serve

Get your day organized.

Try contact records, pipeline management, owner SMS alerts and estimates with 14 days of Growth. No credit card required.

Growth $49/month after trial

Start a Growth trial

Plans start at $19/month. Campaigns and configured automation start on Pro at $99/month. Compare plans and limits.

Assisted setup

Make it fit your operation.

Bring your process, your data and the tools you already use. We will walk through the fit, migration needs and configuration together.

Customer Intelligence and specialized connections use managed onboarding. We agree on the scope before setup.

Book a walkthrough