Win new business with Sales XRM. Support customers across nine channels with Support XRM. Keep leads, deals, conversations and customer history connected — without cluttering either team’s workspace.
Two focused workspaces. One sign-in. A connected view of your customer relationships.
Turn prospects into customers with a clear view of every opportunity, every owner and every next step.
Keep customer conversations together, give agents the context they need and stay on top of service commitments.
Voice, WhatsApp, email, live chat, web forms, Telegram, Messenger, Instagram and video. Channel availability depends on your provider setup and plan.
Inbound & outbound calls, IVR, ACD
Business messaging at scale
Threaded conversations, auto-tickets
Embeddable widget, AI-assisted
Lead capture into one inbox
Native bot & inbox integration
Facebook page conversations
DMs and story replies unified
Face-to-face consultations
Sales and service tools that keep ownership clear, reduce repetitive work and give managers a view of both revenue and customer experience.
Move deals from Lead In to Won or Lost with a drag-and-drop board.
Track source, status, score and owner; convert a lead to a deal and customer.
Compare pipeline value, weighted forecasts, won revenue and win rate.
Handle customer conversations across voice, messaging, email, web and video.
Track ownership, priorities and SLA timers alongside customer history.
Review third-party usage, manual top-ups and spending separately from your platform subscription.
Deal stages, owners and expected close dates make pipeline reviews more focused.
Convert leads to deals and customers without re-entering the same details.
Review Sales and Support statistics for the selected company, then open the workspace you need.
Customer records bring deals, tickets and conversations into a connected view.
Role-based permissions separate company data and limit access to the work each user needs.
Track provider usage and spending limits; evaluate savings using your actual volumes and provider rates.
Capture and qualify a lead in Sales XRM, assign a representative and convert the prospect into a deal and customer record.
Move opportunities through the pipeline, review expected close dates and use weighted forecasts to understand upcoming revenue.
Handle customer conversations in Support XRM, track tickets and SLAs, and review customer records with deals and service history together.
See how leads become deals in Sales XRM and conversations become resolutions in Support XRM. Request a walkthrough tailored to your team.
