Records & Customization
Context follows the work.
Link records to each other, contact to company, deal to account, invoice to project, so opening one shows you everything attached to it. No more hunting across tabs.
Included in every plan · free for viewers & customers.
What relationships gives you.
Link any two records
Connect a contact to a company, a deal to an account, an asset to a customer. Any record can point at another.
Context, both directions
Open a company and see its contacts, deals, and tickets. Open a contact and see its company. The link reads both ways.
One record, many links
A single contact can belong to a company, own three deals, and sit on five tickets at once, all visible from one place.
One connected system
Relationships are what make it a system.
Links are what turn separate modules into one business. Follow a company to its invoices, a deal to its tickets, a contact to its history, without leaving the record.
Jump from an account to every open deal on it.
See a customer's tickets and invoices on one profile.
Follow a project to the contact who signed off on it.
More in Records & Customization.
Every feature comes with every plan, on the same connected data.