Log emails, calls, meetings, notes, and tasks against any contact. Filter by type or owner. Team mode shares the timeline across the workspace.
Log calls, emails, meetings, notes and tasks against any contact. Filter by type or owner. Team mode syncs the feed across the workspace.
Sent one-pager + case study.
Discovery call — mapped buying process, 3 stakeholders.
→ Next: Send proposal draft Friday.
Lightweight CRM contact book with tags, statuses, owners, sources, and notes. Search, filter, merge duplicates, CSV import/export. Team-shared.
Kanban sales pipeline across Prospecting → Qualified → Proposal → Negotiation → Closed. Drag to move stage, totals per column. Team-shared.
Named email templates with merge variables. Categories for cold outreach, follow-up, meeting, proposal, closing. Preview and copy. Team-shared.
Log emails, calls, meetings, notes, and tasks against any contact. Filter by type or owner. Team mode shares the timeline across the workspace.
Log calls, emails, meetings, notes and tasks against any contact. Filter by type or owner. Team mode syncs the feed across the workspace.
Sent one-pager + case study.
Discovery call — mapped buying process, 3 stakeholders.
→ Next: Send proposal draft Friday.
Lightweight CRM contact book with tags, statuses, owners, sources, and notes. Search, filter, merge duplicates, CSV import/export. Team-shared.
Kanban sales pipeline across Prospecting → Qualified → Proposal → Negotiation → Closed. Drag to move stage, totals per column. Team-shared.
Named email templates with merge variables. Categories for cold outreach, follow-up, meeting, proposal, closing. Preview and copy. Team-shared.