Timeline

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Customer Success - powered by being in the know.

Next level visibility on customer activity spanning your organisation's people, processes and systems.

Easily see the whole picture and act on what matters most.

View a timeline of all customer activity right in your Outlook inbox.

Activity could include emails, calls, tasks, notes and data flowing in from any of your existing systems: your sales, marketing, customer support systems and more.

It's never been easier to see everything you may need on a customer to make the right decisions and act on as needed.

Use MailChimp?

If you use MailChimp you can automatically feed MailChimp data onto the timeline to see what campaigns a contact has been sent, what emails they have viewed and what links they have clicked on.

Use Microsoft Flow or Zapier?

Extend the timeline even further by automatically feeding in data from thousands of third party apps onto the timeline using Microsoft Flow or Zapier.