Today
Start a business workflow
Customers & conversations
Open linked messages, opportunities and work from the contact directory. Review unfamiliar senders before matching them.
Sales & follow-up
Use website intake or Form builder, check the customer match and accept the inquiry into Pipeline.
Delivery & commitments
Prepare access requests, kickoff steps and assigned work from a won opportunity.
Billing & collections
Choose the customer and line items, preview the invoice and design its customer page before publication.
Marketing & publishing
Use Site Studio to prepare AI page suggestions, compare changes and preview a draft before publishing a revision.
Custom Apps & AI
Read records, prepare exact changes and use supported jobs and bounded internal permissions. Review consequential actions where required.