One view of every customer
One record for each customer, built from every system you run
The data playbookConnect your sources
Two-way syncs with warehouses, ERPs and billing. Map fields once.
Match and merge
Duplicates found and merged with approval. One company, one contact, one history.
Model what matters
Custom objects for products, sites or policies. Relationships every team understands.
Control who sees what
Field-level permissions by role and team. A log of every change.
What changes
What one record changes
What your data team notices
Reports stop disagreeing, because they read the same data. Agents give better answers, because they read complete records.
IT spends less time on one-off exports and more time on the systems that matter.
TRUSTED BY TEAMS IN BANKING, RETAIL, MANUFACTURING AND SOFTWARE
Illustrative customers for this demo.
Customer stories
One view of every customer, without starting over
They kept the systems that run their stores, products and branches, and synced them into one customer record.
Illustrative stories for this demo.
“Each of our brands used to plan on its own. Now store visits, online orders and loyalty sit on one profile, the brand teams plan from the same calendar, and every email knows what the customer did last week.”
Jordan Ellis
VP of Brand Marketing, MVC Group
23%
more return visits from email
3
brands planned from one calendar
“Product usage sits right next to every trial in the CRM. The Data Agent flags the accounts that are ready to talk, and our reps reach them while they are still in the product.”
Noor Siddiqui
VP of Growth, Arduino
29%
more trials converted to paid
2x
faster lead routing
“Our branch and contact center teams used to switch between four systems to answer one question. Now the Customer Agent drafts the reply from the customer’s record, and our staff approve it before it goes out.”
Priya Raman
VP of Customer Experience, Mercantile Bank
38%
faster replies to customer questions
2x
more customers enrolled in online banking
