Personal CRM
Every client, every next step, on one page.
Keep accounts, contacts, live opportunities and the relationships you simply want to stay warm with. Paste an email or your call notes and get a summary, a next step and a date.
Sign in to your ledger- Opportunities
- Stage, next step, next action date and team tasks with due dates.
- Touchpoints
- Cadence reminders for the clients you only need to stay in touch with.
- Daily triage
- Overdue work first, then this week's meetings that still need prep.