Sales Automation

Optimize your Sales Process with Intelligent Automation.

Connect the entire Customer Journey for end-to-end insights

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.

Quickly integrate all your favorite apps

Salesforce

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.

NetSuite

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.

GONG

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

Slack

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.

Getting started with IT Automation

Discovery & Research

Collaborative building session

Testing & business unit training

Go live

Let’s start automating