Element 11·Relationships·CRM
Your customers, not five copies of them.
Contacts with custom person types, segments with twelve restriction types, conversations across channels (email, SMS, chat). Bulletins for one-to-many announcements. The same record buys, books, and signs — no joining required.
No credit card·Your workspace in three minutes
01/What's inside
Three things CRM + communications actually does.
Contacts, segments, conversations, bulletins — knit to commerce.
- 01
Segments tied to actual behavior
Filter by purchase history, ticket size, recency, lifecycle stage, contract status, last-bookings, or any custom person-type field. Saved segments power campaigns and one-to-one outreach.
- 02
Inbox per channel, not per tool
Email, SMS, web-chat, and inbound webhook all land in one inbox per tenant. Reply with the right channel; the conversation thread unifies them. Labels and assignments built in.
- 03
Bulletins that aren't blasts
Scheduled, segmented, and tracked. Stop by segment, by date, or by recipient interaction. Templates with variables that auto-fill from the customer record.
02/Bonds
What CRM + communications already knows.
Every element writes to the same database. CRM + communications shares its records with Commerce, Point of sale, Invoicing, CMS, Reporting, Integrations + API, Events & bookings, Scheduling, Messaging, Telephony, Contracts, Support desk and Projects, so reports, flows and Sebastien see across all of them — no syncs, no exports, no duplicates.
- Cm01CommerceCatalog, orders, carts, payments.Revenue
- Ps03Point of saleRegisters in the room, same catalog.Revenue
- In04InvoicingQuotes, invoices, terms.Revenue
- Cs05CMSSites and pages, drafted with you.Presence
- Rp06ReportingJoined queries, dashboards, exports.Foundation
- Ig08Integrations + APIQuickBooks, Stripe, Shopify, API.Foundation
- Ev09Events & bookingsTickets, capacity, check-in.Revenue
- Sc10SchedulingResources, classes, rooms, bookings.Operations
- Ms12MessagingEmail, SMS, WhatsApp, Slack, Teams.Relationships
- Tl13TelephonyCloud calling, inside the CRM.Relationships
- Ct14ContractsTemplates, e-signature, audit trails.Relationships
- Sd15Support deskQueues, SLAs, CSAT.Relationships
- Pj21ProjectsBoards, tasks, reviews.Work & people
In your workspace·/messages
See it in your workspaceCRM + communications·Free for fourteen days
Cr.
Fourteen days free. No card. Your workspace in three minutes — switch on CRM + communications the moment you're in, and the other 22 elements stay out of the way until you need them.