Insights & Analytics

2025 Fall Seasonal Release

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Insights & Analytics

Improvements that help you do more with your data.

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Join us Sept 22 at 2pm ET to see everything the Fall Seasonal Release unlocks for your team. Register below!

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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.

Filter Reports by company

Reports just got smarter 🧠 You can now filter reports by company to get a clear view of what’s happening across an entire account. Understand how specific companies are engaging with your team, from conversation trends to key metrics. It’s a simple way to better measure and manage your account-level relationships.

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