For Canadian teams managing marketing enquiries and customer follow-up across more than one tool.
Take a fishing lodge: the guest form gathers travel dates, party size and what they hope to catch, opens a staff task and sends a thank-you note your team wrote. Someone at the lodge checks cabins and guides before any booking goes out.
A parts distributor fielding sample requests gets one customer file holding the specification, where the quote stands and when to call next. Haben drafts sharper questions and follow-up notes with AI, while the workflow only sends facts and dates your staff have cleared, and logs CASL consent with each contact.