Contacts and companies
Every customer, one timeline
Contacts, companies and everything you've ever done with them, in one place. Notes, calls, emails and tasks sit on a single timeline, so anyone can pick up a conversation without asking around.
A timeline, not a pile of tabs
Emails, calls, meetings, notes and tasks appear in order, with who did what and when.
Lists that update themselves
Build a live list from any filter, such as 'opportunities not contacted in 30 days', and it stays current.
Duplicates, handled
Find likely duplicates by email or company domain, compare them side by side and merge without losing history.
Bring your data with you
Import a CSV, map the columns, choose how to treat duplicates and undo the import if it isn't right.
Companies tie it together
See every person at an account, the deals in flight and the last time anyone spoke to them. Spot the colleague you have never met.
- Contacts, companies and associations
- Live and static lists
- Duplicate detection and merge
- CSV import with undo
Questions
Can I import from my current CRM?
Export a CSV from your current tool and import it with the column mapper. We can help with larger moves on the Enterprise plan.
Can I add my own fields?
Yes. Add custom properties to contacts, companies and deals, grouped however suits your team.
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