Bring companies, contacts, conversations and opportunities into one shared client record. Give your team the context to pick up where the last conversation left off.
Keep notes, meetings and opportunities with the same client.
03
Hand over with context
The next person can see the history before they reply.
One shared company record✓
Example workflow, configured around your business.
LESS FRICTION IN THE DAILY WORK
What crm does for your team.
A client should not have to repeat their story because a different person answers. When the history lives in separate inboxes and spreadsheets, even a simple follow-up takes work.
01
Company and contact records
Keep the people, notes and activity behind each account together.
02
Relationship history
See conversations and commercial activity alongside the client they belong to.
03
Clear ownership
Know who looks after the relationship and what needs to happen next.
HOW IT CONNECTS
A new enquiry becomes an ongoing client relationship.
The relationship stays with the business, even when the person handling it changes.
One shared company record