More than a spreadsheet,
less than a CRM.
You've maxed out your spreadsheet, but every CRM you've tried is stuffed with features you'll never use.
Everything you wish your spreadsheet could do
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1
Set tasks
and get reminders
Schedule follow-ups linked to your contacts and leads. Get an email every morning with a list of who you need to touch base with.
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2
Timestamp notes and sync emails
Create a clear timeline of interactions for each contact with automatically timestamped notes, and synced emails.
3
Integrate with your calendar
Sync up with your Google or Outlook calendar (or both!) so every meeting gets automatically saved in your contacts' profiles.
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4
Share notes with your team
Add your team to share notes and collaborate on leads across departments. Restrict or grant access however you'd like.
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