Question: Is there a system that can unify all my customer interactions, including emails, calls, and meetings, and provide a single view of my customer pipeline?

Kustomer is an all-in-one CRM platform that offers omnichannel messaging, a single customer view and AI-powered automations. It comes with features like proactive support, business process automation and more than 60 app integrations. The platform is designed to increase agent productivity and customer satisfaction while lowering operational costs.

Tenfold offers a cloud-based system that combines CRM data, call and chat controls and key customer information into a real-time, single pane of glass view for sales and service reps. It automates workflows and supports multiple CRM and communication systems, helping to increase opportunity conversion and employee productivity.

For a broader approach, Nextiva offers a unified business communication platform that spans voice, video, chat, social media and email conversations. It includes AI-powered tools for knowledge management and transcription, customizable analytics and intelligent routing, making it a good option for businesses that want to provide a unified customer experience across multiple channels.