Pick your role
Marketing
Capture inbound leads with forms, enrich them, and route qualified ones into pipelines.
Sales
Run pipelines, sequences, and multi-channel outreach across email, SMS, and voice.
Implementation
Onboard new customers with tasks, workflows, and shared pages.
Success
Track account health and renewals, and resolve issues from one shared inbox.
Product
Capture feedback, link it to features and accounts, and close the loop with users.
Shared foundations
Every role builds on the same core surfaces. Learn these once and they apply everywhere.Objects & records
Model contacts, companies, deals, tickets (anything) with custom properties and relations.
Shared inbox
Every email, SMS, call, and chat threaded into one assignable conversation queue.
Automation
Workflows fire on changes, sequences run over days or weeks, and jobs run on a schedule.
Reporting
Live, drillable charts and dashboards over your records and conversations.
AI
An assistant, scoped chat agents, and per-property auto-fill agents across your workspace.
Surfaces
Turn any object or page into views, dashboards, and collaborative documents.
Related
- Quickstart: set up your workspace and create your first record.
- Recipes: end-to-end walkthroughs like an outbound sequence and a sales pipeline.
- Pricing: plans plus the usage-based credit balance.