CRM

Base deliverables

• Customer profiles and activity history
• Dashboard and mobile app

Options

CRM Shared inbox

These deliverables are added when this option is selected.

• Unified inbox and staff handoff

CRM Reservation management

These deliverables are added when this option is selected.

• Reservations and availability

CRM Forms

These deliverables are added when this option is selected.

• Forms and submission records

CRM Commerce records

These deliverables are added when this option is selected.

• Product and option management
• Purchase terms and payment status records

CRM Workflows

These deliverables are added when this option is selected.

• Workflow configuration and execution

CRM Template messaging

These deliverables are added when this option is selected.

• Template message delivery
• Advertising consent management

Before use

Check your actual purchase, selected option, activated accounts, and organization access. Follow the applicable preparation in each included deliverable’s guide.