Know the context
See the page, offer, event, or campaign that brought the customer in.
Customers
Keep every customer touchpoint in one clear record.
Use Faster to connect inquiries, forms, bookings, purchases, invoices, newsletters, Audience notes, messages, and follow-up so your team can see what happened and what should happen next.
New inquiryWebsite form and source page
NewBooking and invoiceAppointment, payment status, receipt
OpenFollow-up readyAudience note and next message
ReviewCustomer 360
The customer record should explain the work around the customer.
Faster brings together the public site, booking activity, payments, marketing, notes, and follow-up so the team is not guessing from disconnected tools.
IdentityPeople, companies, contacts, forms, and source pages.
ActivityBookings, purchases, invoices, messages, and meetings.
AudienceGroups, tags, lists, preferences, and campaign context.
Next stepTasks, reminders, drafted follow-up, and reviewable updates.
Connected work
When a customer acts, the rest of the workspace should know.
A form fill can become a booking prompt. A booking can become an invoice. A purchase can become a newsletter Audience note. A missed follow-up can become a prepared message for review.
Customer hub
Audience
Bookings
Payments
Follow-up
Reduce handoffs
Keep bookings, invoices, notes, and messages close to the same record.
Follow up clearly
Prepare the next message from real activity, then review before sending.
Setup guides
Start with the customer guides behind this workflow.
Use these guides to configure the record, connect inbox context, and let AI help with the first CRM setup.
Customer 360
Understand Customer 360
See how customer history, activity, notes, money, and follow-up come together.
CRM setupSet up CRM with AI
Ask Faster to help shape fields, views, and workflows before your team reviews them.
InboxConnect inbox to records
Keep customer email context visible beside the work your team is already doing.
Make the customer record the center of the workspace.
Show us what happens before, during, and after a customer books, buys, asks, or returns.