Know every customer and contact behind your work

Customer & Stakeholder Management

Keep a record of every customer organization and contact, link them to the feedback and documents that matter,
and give them just enough access to stay in the loop.

One record for every customer organization

Track each customer as its own record, with every contact's name, role, and the best way to reach them, email, phone, or otherwise.

Stop hunting through old emails to remember who at a customer owns a decision.

Connect customers to the work they care about

Link a customer to the documents and feedback that mention them, so a quick search surfaces everything relevant instead of a pile of unrelated files.

See a customer's full history in one place the next time a renewal or a complaint comes up.

Give customers a limited, read-only seat when it helps

Grant a customer or external stakeholder a restricted role so they can see status on what affects them, without exposing the rest of your workspace.

Keep external visibility on your terms, scoped to exactly the project or product they should see.

Stay organized

Every customer and contact in one searchable record.

Keep context close

Feedback and documents linked to the customer they came from.

Share safely

Read-only access for customers, scoped to what they need.

See how it fits together: Customer feedback management.

Give your customer relationships a real home.

Add your first customer in minutes. No credit card required.