Full CRM

What it is

One place for every person your business deals with, and the whole relationship on one screen: every email, text, call, meeting, note, purchase, signed document, ticket, campaign, tag and stage change, newest first.

• Search by name, email, phone, tag, company, or an id from another system
• Email, text, log a call, add a task or send a document to sign, from the person's own card
• Companies, deal pipelines on a board, tasks by day, saved segments and email campaigns
• Import a spreadsheet: it guesses the columns and adds to what is there rather than replacing it
• Private notes and fields are encrypted, and every reading of one is written down
• An agent can be limited to the people they own, and then even the totals they see are their own
• Rename anything: Contacts can be Clients, and the stages are yours to name
• Delete has a seatbelt: a holding tank you can restore from

1. A person is keyed by their own id and known by email, phone or another product's id
2. Merging never rewrites rows: the loser points at the winner, so it can be undone
3. Every other product writes onto the same timeline through one door