CRM
See which accounts asked, and weight the roadmap by customer value when CRM data is connected.
What you can do
- Browse accounts and contacts in Feedback1 CRM
- Open an account dossier to see that customer's feedback and features
- Submit or attach feedback on behalf of an account
- Connect Zoho CRM so accounts, contacts, deals, and notes stay in sync
How to
- Open CRM (Accounts or Contacts) in the product or workspace navigation.
- Search for an account you already know. Open it to see linked feedback and features.
- When you log feedback, attach the account or contact that asked.
- To keep CRM records current from Zoho, connect Zoho CRM under Settings → Integrations.
- When you prioritize a feature, use account value and deal context the CRM view provides.
- If you have no CRM connection yet, you can still create or attach contacts by hand as the product allows.
Limits
- Zoho CRM is the live CRM connector. HubSpot and Salesforce are Coming soon.
- CRM context supports prioritization. It does not replace triage in Feedback.
- MCP can search accounts and contacts when that connection is authorized.
