The lead is on a napkin. The notes are in three phones.
A business card in a jacket pocket. A quote in a text thread on the tech's phone. A spreadsheet nobody has opened since March. When that customer calls back, whoever answers starts from zero.
One record per person, written by every channel. Call, text, chat, email, form or booking, it all lands on the same contact automatically.
- Contacts and companies with tags, lists, stages and saved searches
- Every conversation, booking and form submission on one timeline
- Import a spreadsheet with one-click undo, or scan a business card with your phone
- Search and saved searches across people and companies
- Merge duplicates, track SMS consent and unsubscribes per contact
- Priced per business, not per seat, so the whole team is in it