Access  all the customer data in the way you want and manage them easily with Modern Views

Empower your teams with complete customer context

 

  • View tasks, notes, and multiple contact field values in one place
  • Glance through the Summary view to get a full picture of your contact
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Boost your productivity with a modern UI

 

  • Use bulk actions to send bulk emails, update a field in multiple contacts and more
  • Get more done with instant access to  import, automation, and integration capabilities
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Get a spreadsheet-like experience to quickly analyze critical customer data

 

  • Perform quick column actions like search, sort, remove, collapse, and edit
  • Drill down into your contacts using filters to view the data you want
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Organize contacts to improve data tracking with Kanban cards

 

  • Visualize where each contact stands and spot roadblocks
  • Drag-and-drop cards and group fields to stay track of contacts’ progress
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Bring your team together and collaborate effectively

 

  • Share views, meetings, and tasks
  • View recent conversations and activities in just a few clicks to stay in the loop
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Stay on top of your contacts.

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