Everything you need to
know your customers.
Sarah Johnson
VP of Sales, Acme Corp
Michael Chen
CTO, TechStart Inc
Emily Davis
CEO, GlobalFin
Rich contact profiles
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and history in one place
Smart filtering
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powerful search and filters.
Email opened
2h ago
Call completed
1d ago
Deal created
3d ago
Meeting scheduled
1w ago
Complete activity history
See every touchpoint and
interaction at a glance.
All the context you need,
at a glance.
In Progress
3Acme Corp
$45,000
Dec 15, 2024
TechStart
$28,000
Dec 15, 2024
Won
2GlobalFin
$92,000
Dec 15, 2024
MegaCo
$65,000
Dec 15, 2024
Proposal
2StartupX
$34,000
Dec 15, 2024
DataFlow
$52,000
Dec 15, 2024
Linked deals
See every deal associated with a contact
and track progress across your pipeline.
Deal requirements
Team updates:
- @Sarah added pricing details
- @Mike updated technical requirements
Everyone on the team can add context, tag teammates, and keep deal notes up to date in real-time.
Contact notes
Keep detailed notes on every contact
and share context with your team.
Follow-up tasks
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never miss an important follow-up.
Onboarding process
10:08
Call history
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contact and review key conversations.
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Sarah Johnson
sarah@acme.com
S. Johnson
sarah.j@acme.com
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