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Bidirectional Relationships & Notes - Service Clients In Real Time

By sfPlugins

Manage two-way relationships, client notes, custom menus, actions, and more

No Ratings
$50   USD/user/month
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Industries
Financial Services
Healthcare & Life Sciences
Professional Services
Business Need
Productivity
Agent Productivity
Data Visualization
Requires
None
Compatible With
Sales Cloud
Service Cloud
Health Cloud

Manage relationships and service clients by tree or list. Roll-up object data for use in real-time client communication. Customize action menus per object. Start workflows, open accounts, etc. Create enhanced, searchable, private notes, and so much more.

  • Universal Bidirectional Relationships - Tree and List Views