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    Enterprise Customer Relationship Management Platform
    iShield Connect logo

    iShield Connect

    Every Customer Relationship. One Connected Enterprise.

    Customer relationships do not begin with an opportunity or end with a closed deal.

    They develop across marketing interactions, sales conversations, service experiences, commercial commitments, partner engagement and ongoing customer success.

    iShield Connect brings these dimensions together in a connected enterprise CRM platform—helping organizations manage the customer lifecycle with greater continuity, intelligence and accountability.

    One customer-centric platform. Seven integrated Suites.

    Explore the Seven Suites
    7 Suites · 37 Capabilities

    Seven integrated Suites. One customer lifecycle.

    Each Suite owns one part of the customer relationship. Select a capability to read how it works inside its Suite.

    1. 018 Capabilities

      Sales Suite

      Turn opportunities into lasting customer relationships.

      Manage the progression from lead acquisition and qualification to account relationships, opportunities, quotations, contracts and sales execution.

      Connect commercial activity with pipeline visibility, forecasting, territory management and sales engagement.

      Explore the Sales Suite
    2. 026 Capabilities

      Service Suite

      Make every service interaction count.

      Bring customer cases, service commitments, knowledge, self-service, contact-center interactions and field-service activities into a coordinated service experience.

      Help teams respond with context, manage commitments and strengthen customer relationships beyond the sale.

      Explore the Service Suite
    3. 036 Capabilities

      Marketing Suite

      Connect demand generation with commercial outcomes.

      Plan campaigns, manage audiences, orchestrate customer journeys and connect engagement with sales follow-up.

      Support marketing teams with campaign management, forms, segmentation, planning and performance analytics.

      Explore the Marketing Suite
    4. 045 Capabilities

      Revenue & Customer Success Suite

      Grow the value of every customer relationship.

      Connect subscription and licensing activities, commercial billing processes, usage information, customer success, feedback and renewal management.

      Support a more continuous relationship between commercial commitments, customer adoption and long-term account development.

      Explore the Revenue & Customer Success Suite
    5. 053 Capabilities

      Partner Suite

      Extend customer engagement through your ecosystem.

      Support partner relationships, channel opportunities, deal registration and partner enablement through coordinated processes and shared commercial visibility.

      Explore the Partner Suite
    6. 064 Capabilities

      Intelligence Suite

      Turn customer information into actionable insight.

      Bring reporting, dashboards, revenue intelligence and AI-assisted analysis closer to the teams responsible for customer engagement and commercial performance.

      Explore the Intelligence Suite
    7. 075 Capabilities

      Trust & Governance Suite

      Make trust part of the customer operating model.

      Connect identity, access, auditability, privacy, consent, data-residency controls and AI governance to the management of customer relationships.

      Governance is not an afterthought. It is a foundational dimension of enterprise CRM.

      Explore the Trust & Governance Suite
    Signature view · The Relationship Thread

    From first engagement to long-term value

    This representative customer lifecycle illustrates how Connect's capabilities can support continuity between customer-facing teams.

    Rather than presenting CRM as isolated sales, marketing and service applications, Connect positions the customer relationship as a connected enterprise responsibility.

    Swipe through the seven stages.

    1. 01Attract

      Leads: Marketing · supports: Partner

      Campaigns, forms and audiences create the first engagement with consent recorded.

    2. 02Qualify

      Leads: Sales · supports: Marketing

      Leads are scored, routed and qualified before sales effort is committed.

    3. 03Engage

      Leads: Sales · supports: Marketing, Partner

      Accounts, contacts and sales engagement build the relationship behind the opportunity.

    4. 04Sell

      Leads: Sales · supports: Partner

      Quotes, approvals, orders and contracts turn an opportunity into a commitment. Authoritative invoicing continues in iShield One.

    5. 05Serve

      Leads: Service

      Cases, entitlements, knowledge, self-service and field visits keep the promise made at the sale.

    6. 06Grow

      Leads: Revenue & CS · supports: Sales, Service

      Subscriptions, usage, health and feedback show where the relationship is growing or at risk.

    7. 07Renew

      Leads: Revenue & CS · supports: Sales

      Renewal decisions draw on adoption, feedback and contract history; renewal contracts are versioned in Orders & Contracts.

    8. Across every stage

      Intelligence Suite

      Reports, dashboards and AI-assisted analysis at every stage — suggestions a person accepts or rejects.

    9. Across every stage

      Trust & Governance Suite

      Identity, access, audit, privacy, consent, data-residency controls and AI governance around every stage.

    Representative lifecycle — an illustration of how the Suites share responsibility, not a product screen.
    Platform foundation

    One shared platform foundation

    The seven Suites are supported by common platform capabilities for administration, configuration, workflow automation, integration, data management, globalization and mobile experiences.

    This foundation enables organizations to develop connected processes while maintaining clear governance and operational responsibilities.

    • Administration
    • Configuration
    • Workflow automation
    • Integration
    • Data management
    • Globalization
    • Mobile experiences
    • Shared by all seven Suites
    For every customer-facing team

    Designed for multiple teams. Built around one customer.

    • Sales leaders

      Improve commercial visibility and coordinate the activities that move opportunities forward.

    • Marketing leaders

      Connect campaign planning, audience engagement and lead development with downstream commercial processes.

    • Service leaders

      Provide more consistent service experiences with better customer context and clearer accountability.

    • Revenue and customer-success leaders

      Coordinate customer commitments, account health, renewals and growth opportunities.

    • IT and governance leaders

      Support enterprise CRM requirements through shared platform controls, integration capabilities and governance.

    Responsibility model

    Connected to your enterprise

    Connect supports customer-facing processes while maintaining clear boundaries with other enterprise platforms.

    iShield One remains the appropriate ERP context for authoritative financial and operational accounting processes where integrated.

    iShield Link provides broader enterprise integration capabilities where implemented and configured.

    Billing & Payments in iShield Connect covers the customer-facing side of billing — inquiries, status and disputes. Authoritative invoicing, tax, payments, accounting and reconciliation stay in iShield One.

    Deployment & Tenancy

    iShield Connect runs the way your business requires

    SaaS by default

    Managed multi-tenant SaaS with continuous updates and zero infrastructure to operate.

    Hybrid when needed

    Control plane in iShield cloud, data plane in customer cloud (AWS, Azure, GCP, OCI).

    One architecture, every model

    SaaS, single-tenant cloud, hybrid and on-prem share the same code, APIs and upgrade path. No deployment lock-in.

    Deployment Architecture

    Control plane vs data plane — Connect

    The same product, deployed three ways.

    Control Plane
    iShield-managed · Connect services
    iShield Cloud
    • Orchestration & APIsTenant router, policy engine, AI gateway
    • Identity & RBACSSO, SCIM, JIT provisioning
    • Admin consoleTenant admin, audit, observability
    Data Plane
    iShield-managed
    • Tenant database
    • BYOK encryptionCustomer-managed KMS key wrap
    Control plane owner
    iShield
    Data plane owner
    iShield
    Network egress
    Managed inbound/outbound
    Upgrades
    Continuous, zero-downtime
    Best for
    Fastest time-to-value, global teams

    Same codebase, same APIs, same upgrade path across all three models — no deployment lock-in.

    Capability Catalog

    Existing Capabilities

    Existing capability references and their business-solution links, grouped by the Suite that now carries them. 25 legacy capabilities indexed.

    Sales Suite

    Open the Suite

    Service Suite

    Open the Suite

    Marketing Suite

    Open the Suite

    Revenue & Customer Success Suite

    Open the Suite

    Partner Suite

    Open the Suite

    Trust & Governance Suite

    Open the Suite

    Also listed historically

    Historical references kept with their solution links; they have no assigned Suite in the current structure.

    Cross-platform

    Used in these business solutions

    Connect modules are composed into these outcome-led iShield solutions — each one combines capabilities across Nexus, Connect, One, Link and GRC.

    Security, Risk & Compliance

    Customer Identity & Access (CIAM)

    Passwordless, MFA, consent and progressive profiling for B2C and B2B2C journeys.

    Explore solution
    Customer Experience (CRM)

    Sales & Revenue Acceleration

    Pipeline, CPQ, forecasting and revenue ops on one customer record with AI copilots.

    Explore solution
    Customer Experience (CRM)

    Omnichannel Customer Service

    Voice, chat, email, social and field service on one agent workspace with embedded knowledge.

    Explore solution
    Customer Experience (CRM)

    Marketing, Loyalty & Customer Success

    Journey orchestration, attribution, success plans and renewals on the same customer record.

    Explore solution
    Customer Experience (CRM)

    Partner & Digital Commerce

    PRM, deal registration and headless commerce backed by ERP pricing, OMS and ATP.

    Explore solution
    Employee Experience

    Unified Employee Service Center

    One portal for HR, IT, facilities and finance requests with virtual agent triage.

    Explore solution
    Employee Experience

    Talent Lifecycle & Workforce

    Recruiting, onboarding, learning, performance, compensation and benefits on one record.

    Explore solution
    Employee Experience

    Workplace & Facilities Experience

    Desks, rooms, visitors and maintenance on one platform with the asset and contract ledger.

    Explore solution
    Built for every industry

    Trusted Across Regulated Sectors

    iShield Connect supports customer-facing teams operating under strict consent and conduct rules.

    Financial Services

    Client onboarding, relationship and complaint records with consent tracking.

    Healthcare

    Patient engagement and referral journeys respecting health-data obligations.

    Technology & SaaS

    Pipeline, subscription and customer-success workflows for SaaS growth.

    Energy & Utilities

    Account, connection and customer-service management for utility customers.

    Manufacturing

    Dealer, distributor and B2B account management across channels.

    Retail & E-commerce

    Omnichannel customer profiles, loyalty and campaigns with GDPR-aware consent.

    Government

    Citizen engagement and case handling with data-sovereign deployment options.

    Education

    Student recruitment, admissions and alumni relationships in one place.

    Telecommunications

    Subscriber sales, service and retention across cross-border markets.

    The iShield platform family

    Explore the iShield platforms family

    iShield Connect works standalone or alongside the other platforms, connected through iShield Link.

    Customer relationships deserve more than disconnected tools.

    Explore the seven Suites and discover how iShield Connect brings customer engagement, commercial execution, intelligence and governance into one enterprise CRM experience.

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