People
Store individual customer and contact records with the details and operational context needed by the team.
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Early Access capability
Customer records
Keep people and organizations in one shared context
Model the customer relationship with dedicated people and organization records rather than forcing every relationship into one flat contact structure.
What this area covers
CUSTOMERSOrganizations
Represent companies and organizations separately so B2B relationships stay structured and understandable.
Groups & shared context
Organize contacts into groups and keep related notes, tags, followers, activities, and timelines available around them.
Custom fields
Extend customer records with process-specific fields without turning the core schema into a one-off implementation.
How it fits together
Customer context becomes the reference point for the work around it
People and organizations can provide the context used by leads, activities, notes, tags, products, documents, projects, communication, and reporting instead of keeping each workflow in an isolated system.
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Try these workflows with your own process
Join Early Access to evaluate the current product, or talk to the team about how this product area maps to your operation.