CRM
Contacts that remember everything
Full lifecycle view of every client relationship. Custom fields, tags, timeline, and organization linking — all in one place.
Everything about your contacts
Six capabilities that turn a contact list into a relationship engine.
Custom fields
Add any data point to contacts and organizations. Text, date, dropdown, multi-select — your schema, your rules.
Track "Preferred language" or "Contract renewal date" without leaving the CRM.
Tags & segments
Organize contacts with tags and filter them into dynamic segments for targeted actions.
Tag VIP clients and create a segment of contacts who haven't been invoiced in 30 days.
Activity timeline
Every email, message, invoice, form submission, and note — on a single timeline per contact.
See that a client submitted a form, received a quote, and paid an invoice — all in chronological order.
Organization linking
Link contacts to organizations. See all people at a company, their combined activity, and shared invoices.
View every contact at "Acme Corp" and their total billing history in one click.
Appointments
Schedule meetings and calls directly on a contact's timeline. Synced reminders keep you on track.
Book a follow-up call and get reminded 15 minutes before — without leaving the contact page.
Import & export
Bring contacts in from CSV or export them anytime. Column mapping ensures clean data on import.
Migrate 5,000 contacts from a spreadsheet in under a minute with automatic field matching.
How CRM connects
Your contacts are the center of gravity. Every other module feeds data back to the contact timeline.