Professional services products
Give client enquiries, relationships and ongoing conversations a clear owner.
Built around your team’s workflow
Organize prospective clients, assign relationship owners and coordinate replies across the business. Define access for confidential client information during discovery.
Visyn
Visyn brings CRM, lead capture, forms, webchat, shared conversations and workflow coordination into a business workspace. It is currently in a restricted owner pilot; availability and connected channels are agreed for each workspace.
Explore Visyn ↗Plan your implementation
We start with your process, team roles and existing systems. Feature availability, connected services, training and support are confirmed for the agreed scope before rollout.