Architecture
- CRM services
- Workflow
- Notifications
- Portals
Platform module
CRM
Customer and organisation relationships in one governed operational view.
Business problems
- Customer data scattered across tools
- Weak partner and member context
- Inconsistent service experiences
Capabilities
- Customer profiles
- Organisation relationships
- Interaction history
- Task and follow-up workflows
- Partner context
- Service notes
Integrations
- Policy
- Claims
- Billing
- Communications
Security
- Role-based access
- Data minimisation controls
- Audit logging
Product experience
CRM workspace preview
Enterprise operators work in a governed digital workspace — with workflows, audit trails, and AI assistance embedded in the module experience.
Overview
Work queue
Insights
FAQs
Is CRM part of the core platform?
Yes. CRM is a platform module designed to share context with policy, claims, and billing.
Book a demo
See CRM in context of your operating model, integrations, and compliance requirements.