Standard objects
- CONTACT
- Your customers or members, with tags and an owner
- CONVERSATION
- Every chat, linked to the contact
- CASE
- Complaints and failed transactions as owned work
- ACTIVITY
- Calls, emails, meetings, notes and status changes
One customer record that everything writes to
Contacts, conversations and your own objects (points, vouchers, bookings, orders) on one configurable page that updates the moment something happens.
Live demo
Watch a member record fill in and update live
In the product
Records and custom objects in the console
Member 360, then the Points Claims custom object.
Building blocks
What you get
Custom objects
Model your own business data. In this demo:
Field types
Page layouts
- KPI tiles, related lists and details on one page
- Child records shown on the parent record
- AI summary and activity timeline on every record
- Find any record from the search bar
More features