A directory for active relationships
Maintain client names, full names, profile pictures, email, and phone separately from the larger enquiry list. Edit contact details where your team needs them.
Track work in a company context
Create cases with a prospect, start and end dates, and purchases. Comments and a timestamped activity feed preserve context as a deal or project progresses.
Organize without duplicating
Use personal folders and labels to group leads by campaign or working process. A lead can belong to several folders, and removing a folder does not remove the lead.
How it comes together.
- 1Organize the prospect
- 2Track the active case
- 3Maintain the client relationship
Setup & availability
Feature access and limits depend on your workspace configuration and subscription.
Detailed setup instructions