Customer relationships
Connected CRM
Connect sales, service and customer data around a shared relationship record, from the first enquiry to the next purchase.
Request a Trial →Inside the workspace
1
Contacts, companies, deals and accountable follow-ups
2
Customer 360 identity rules and source history
3
Service cases, live conversations and customer portals
4
Shared customer context for Marketing and SupaGent AI
Working with Connected CRM
Access follows your BU roles and record permissions. Connect every workflow to the same customer identity.