MAKE SURE THINGS GET DONE
Create tasks and share with co-workers. Don’t miss the proposal deadline or customer call. If you have routine tasks, set them to repeat monthly or create a track to match your business processes.
A COMPLETE HISTORY IN ONE PLACE FOR YOU AND YOUR TEAM
Capture emails and attach notes, conversations, docs and files into a contact’s history so it’s easily available. Share a single view of a contact within your team.