Contacts, companies, and pipeline in one place.
Contacts, companies, and a deal pipeline for sales, with tasks and activity on the same people Support already knows.
What’s included
People & companies
- Contacts shared with Support
- Companies with owners and domains
- Tags, lifecycle stages, and custom fields
- Multiple emails and phone numbers per contact
- Notes on contacts, companies, and deals
- Tasks with due dates
- Activity across Support, CRM, and Revenue
- Saved contact views
Pipeline & intake
- Deal pipeline with multiple boards
- Stages, amounts, owners, and close dates
- Custom fields and linked contacts on deals
- Public forms that create or update contacts
Connected to Support
- Ticket requesters become contacts automatically
- CRM and revenue context on the ticket sidebar
Try CRM with the full suite.
One login and one bill for Support, CRM, and Revenue.