A record for every relationship
Customers, trials, prospects, partners, and former customers in one place.
Customers
Know the people you are building for.
A light record for each customer, trial, prospect, or partner, with everything the team has learned from them.
Why it helps
What you get
Interactions over time
Log meetings, calls, emails, demos, and visits so anyone can see the history.
Evidence linked automatically
Research sessions and feedback connect to the customer, and feedback matches by email.
Capabilities
What is included
Customer types
Separate customers from trials, prospects, and partners.
Interaction log
Meetings, calls, emails, demos, visits, and more.
Testimonials
Track quotes together with their permission status.
Notes
Keep context that does not belong on a card.
Linked research and feedback
See what a customer has said across the workspace.
Customer-specific portals
Lock a feedback portal to one organization to collect their input.
Works with
Connected to the rest of the workspace
Keep the customer in the room when you decide.
Start a workspace and add your first customer.
Create workspace