One company, all its contacts
Keep the people you work with connected to their company. Find contact details without separating the person from the relationship.
Client & contact management
Know the relationship.
Before the next conversation.
When client information lives in separate notes and spreadsheets, the next conversation starts with catching up. Give your team one place to find the people, history and work behind each account.
Inside the workflow
Useful details. Connected work.
A history your team can use
Record notes, calls and meetings in the company profile. Teammates can pick up with the context already available.
Connected to the work ahead
See linked deals and tasks alongside the client record. Turn a conversation into an opportunity or a clear follow-up.
A practical example
A teammate takes over an account
Open the company profile, review its contacts and activity, then check the linked deals and tasks. The next conversation starts from a shared record.
Questions about client & contact management
Can I bring in existing contacts?
Import contacts from a CSV into existing companies. Map your columns and review the preview before importing. Current limits are 200 rows and 100 KB per file.
Can I organize the directory for my team?
Use filters for ownership, status, tags and follow-up activity. Save useful views privately or share them with your workspace.
Does this automatically log every conversation?
Notes, call logs and meetings can be recorded in the CRM. Mailbox connections and their availability depend on integration setup; this page does not promise automatic capture from every channel.