A personal assistant for your business.
Everything we know about any of your contacts is always just a tap away, ensuring it's available exactly when you need it.
If they're a customer you'll see their current/last order details, their activity history, including all your checkins, connects, if you sent them a greeting card, notes you've added and more. If they're a prospect you'll see your complete history of reachouts and follow ups, the notes you add and their interests.
And if there's a detail not in their profile you want to add, easy, just put it under "Additional details".
If they're a customer you'll see their current/last order details, their activity history, including all your checkins, connects, if you sent them a greeting card, notes you've added and more. If they're a prospect you'll see your complete history of reachouts and follow ups, the notes you add and their interests.
And if there's a detail not in their profile you want to add, easy, just put it under "Additional details".
