Customer Management
Access Control
Multi-level, multi-permission customer management with role-based assignment and protection rules
Dynamic Customer Journey
Connect traditional CRM with marketing data so customer profiles grow dynamically based on marketing behavior, giving you the fullest view of every change
Multi-Dimensional Advanced Search
Advanced search based on both static and dynamic customer tags
Public Lead Pool
Set custom protection rules so idle customers automatically move to the public pool, maximizing use of company resources
Lead Management
Omnichannel Lead Capture
Bring in sales leads from every channel and manage them all from a single interface
Automatic Lead Assignment
Assign leads manually or automatically by channel and geographic location
Advanced Lead Search
Filter leads by channel, lead quality and other attributes
Data Reports
Marketing Data Report
Data reports across every traffic channel, built on your marketing data
Usage Report
See activity and customer status across every account
Enterprise Data Assets
View the data assets your business has accumulated
