Account tasks: Track and manage customer-related tasks linked to specific accounts β keeping teams aligned on next steps. Learn more β
Account notes: Capture and organize customer notes tied to accounts β accessible to everyone working with that customer. Learn more β
Account activity: View a real-time activity feed for every customer β conversations, ticket updates, task completions, and more. Learn more β
Custom account fields: Add your own fields to track customer-specific metadata β from industry to renewal dates to custom tags. Learn more β
The new Thena is currently in beta, with access limited to select customers. If youβre an existing customer interested in exploring the new platform, please request beta access. General availability release is coming soon.