Work stays attached to the record.
Conversations, tasks, and approvals live on the customers, projects, and cases they're about -- so nothing important is buried in a chat scrollback or a personal inbox.
ONE INBOX FOR THE WORK
Everything that needs you, in one place.
Notices, approval requests, inbound emails, and messages converge in the Inbox. Triage, act, and get back to work -- without checking four tools.
ACTIVITIES
Tasks, calls, meetings, and emails -- linked to the record.
Every activity type connects to the record it serves. See open activities across the company or just yours; workflows and Jules can create them; one click marks them complete.
- Polymorphic activity list across all types
- Created by people, workflows, or AI suggestions
- Calendar-aware due dates
CONVERSATION IN CONTEXT
Discuss the deal on the deal.
Record chat keeps the discussion attached to the work. Mentions notify through the Inbox; the history stays with the record for whoever picks it up next.
Coordination, built in
Sidebar activities.
Open items and suggested next actions, pinned to every record.
Shared calendars.
Team and record calendars from the same data.
Assignments.
Clear ownership on every record and task.
Notices.
Updates, alerts, and approvals delivered in context.
Less inbox archaeology.
See how a team runs a week of work -- handoffs, approvals, and follow-ups -- without leaving the records.