Optimize your Sales Process with Intelligent Automation.
Have a 360° view of your customer to personalize your pitch. Stay up to date with every touchpoint and have all your customer data in one place.
Orchestrate an entire deal desk, including creating quotes and managing approvals, all via chat. Get a complete view of your accounts including support tickets, personnel changes, and other relevant activity.
Automate the payment process end-to-end from billing to a smooth handoff to Customer Success for training, support plans and SLAs. When an opportunity is won, automatically send invoices, track payment, and start fulfillment.
Use our Salesforce connector to sync customer data across your systems, escalate issues from sales to customer support, route new tickets to other apps, and see ticket status without switching between apps.
With our NetSuite connector, you can generate return requests in NetSuite from inside your customer support app, approve returns (or send reminders), and immediately update inventory data.
Use our Gong connector to add insights on competitors, budget, and use cases to your CRM, qualify leads, and generate reports without switching between apps
Our Slack connector lets you open, escalate, and close support tickets, route tickets, check ticket status, and receive updates on high priority tickets, all without leaving the chat.