Keep your contacts, conversations, documents, actions, and invoices connected to each deal. Track each opportunity from the first conversation through payment.
Save contact details and keep the conversations, notes, and files associated with each relationship.
See the people and next actions connected to each deal, with due dates and follow-ups in context.
Create invoices connected to your deals and track their payment status.
tap any one to crack it open ↓
Keep contact details and conversations connected to the opportunities and deals they belong to.