The Difference
Accounts Made Simpler
Keep companies, contacts, and deals in one place to build stronger relationships.
Company Pages
See company details, contacts and history together.
Relationship Health View
Spot at-risk accounts early and act before they go.
Account Activity Feed
Follow all calls, emails, and meetings with each account.
Shared Account Team
Assign owners and share notes, so no account gets missed.
FAQs
Everything You Need to Know
Find answers to common questions about our CRM platform and features.
What is Accounts in CRM?
How do I add an account?
Can I link contacts to an account?
Can I assign accounts to my team?
Can I see deals and activity per account?
Clientiq
Clientiq brings customer data, sales activity, and workflows together in one smarter CRM dashboard built for modern teams.