Dynamic software for small business

Business innovation
in action.

Connect a static website to the business behind it. Move from Salesforce into your own CRM. Explore those transformations and the capabilities taking shape across the products we build and operate.

From static site to business surface

Connected website

Connect your website to the business behind it.

Keep the public site and domain customers know—or replace it over time—while connecting content, forms, accounts, services, and agents to the same substrate.

The opportunity

A brochure-style WordPress or Squarespace site can remain your front door without remaining an island. Customer actions can reach real records and workflows, and the site can evolve into a working part of the business.

The new capability

A website that can do business

  1. 1

    Bring the public experience forward

    Preserve the useful content, domain, and customer paths you already have.

  2. 2

    Connect real business records

    Link forms, accounts, offerings, and service activity to shared business context.

  3. 3

    Put the website to work

    Add workflows and agents that can act across the customer experience within your rules.

From Salesforce to your customer system

Your own CRM

Move off Salesforce into a CRM shaped around your business.

Bring customer records, relationships, permissions, and workflows into a managed application built around how your team sells and serves.

The opportunity

Replace a general-purpose CRM with a customer system your business can evolve. Your customer data and relationships stay yours while the substrate connects them to the rest of your operations.

The new capability

Your customer relationships, in your own CRM

  1. 1

    Model the relationship

    Represent the customers, offerings, stages, rules, and responsibilities that matter to your business.

  2. 2

    Migrate and verify the history

    Bring forward the records you need with provenance, review, and a clear transition.

  3. 3

    Connect the work

    Carry inquiry, sales, service, and follow-up across people and agents on one foundation.

Personalized learning

Wizzist

Turn learning goals into daily practice.

Bring goals, practice, and visible progress into one learning system for students, families, and classrooms.

The opportunity

Help each learner know what to work on next, while keeping progress visible to the people supporting them.

The new capability

A learning experience built around the learner

  1. 1

    Understand the goal

    Connect learning goals and the learner’s context.

  2. 2

    Put it into practice

    Bring study and daily practice into the same experience.

  3. 3

    Make progress visible

    Keep learners and the people helping them connected to their progress.

Customer relationships

Merrily

Carry the customer relationship forward.

Connect messaging, customer history, journeys, and support so each interaction can build on what the business already knows.

The opportunity

Coordinate communication and service around the same customer, with context that stays with the relationship when work changes hands.

The new capability

One connected customer relationship

  1. 1

    Know the customer

    Bring customer context, messages, and prior commitments together.

  2. 2

    Coordinate the response

    Give people and agents shared context for communication and support.

  3. 3

    Follow through

    Connect the next conversation, journey, or follow-up to the same history.

Agentic operations

Jeddy

Give work to an agent. Keep the decisions.

Tell your Jeddy what you want handled, connect what it needs, and set its boundaries. It carries work forward and brings back decisions and results.

The opportunity

Give a person or team a way to delegate bounded work, review what needs a decision, and keep the result and its history together.

The new capability

Work carried forward within your boundaries

  1. 1

    Set the responsibility

    Give the job a purpose, the context it needs, and clear limits.

  2. 2

    Review the decisions

    Bring sensitive actions back to the person responsible for approval.

  3. 3

    Inspect the result

    Keep the completed work, summary, and evidence available for review.

Content and membership

Membership business

Turn a content library into a member experience.

An established membership business, moving recipes, renewals, payments, and content into an application shaped around how it runs.

The opportunity

Build on years of content and operating knowledge to give members a connected experience and the business a clearer way to serve them.

The new capability

A business built around its members

  1. 1

    Connect the knowledge

    Organize the recipe library and the business knowledge behind it.

  2. 2

    Support membership

    Bring membership, renewal, and payment workflows into the application.

  3. 3

    Extend the experience

    Use that foundation to introduce new content and member services.

Your next capability

What could your business do next?

Start with an opportunity, the software you already use, or a new way you want to work.

Find your starting point Explore the foundation