Goodbye, relationship management. Hello, relationship intelligence.
We Do the Boring Stuff Better
Automatically capture communications data pulled from email systems, smartphone calls, calendars, and social networks.
- Clean contacts are merged across address books, creating a source of reliable contact info
- Complete data is captured automatically as your team works, eliminating gaps in your records
- Automatic assistance (like follow-ups and email tracking) so you never drop the ball
Teamwork Becomes Less Taxing
Assign follow-ups, tag your colleagues in comments, and share interactions with your team in three real-time tabs.
- Automated stream of emails, calls, meetings, and more
- Custom spreadsheet that lets you edit relationship data
- Dynamic reporting with drill-down and sorting capabilities
Five Minutes to Metrics
Your team will be up and running in a flash with our intuitive interface.
- Easy customization of your process to match your workflow
- Conversion rates and other key metrics calculated with one click
- Real-time reporting based on accurate data
Safe & Secure Above All
Industry best practices and customizable sharing settings maximize privacy and security enterprise-wide.
- Encryption standards (AES 256) in transit and at rest
- Multiple backups and strict internal access controls
- Strong protection against DDoS and MITM attacks