Introducing Company Management

Introducing Company Management

Company Management Sidebar

Supporting customers often means supporting entire organizations, not just individuals. With company management, your team gets the full picture of every account so you can deliver faster, more thoughtful support.

See the whole account: View every contact and conversation tied to a company in one place.

Get context at a glance: Add company details to Views and report filters for quick insights.

Stay aligned as a team: Know which contacts have reached out and what’s already been discussed.

👉 Explore Company Management

Now available on Plus and Pro plans.

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