Companies, contacts, deals and every conversation in one place - with a health score, recurring visit scheduling and a full sales pipeline for ongoing client contracts.
Portfolio health, pipeline and workload at a glance.
Every company account, grouped by how due their next visit is.
Every person across every company account.
| Name | Title | Company | Phone |
|---|
Every open opportunity, from first contact through to won or lost.
Calls, emails, meetings, notes and visits - a single timeline across every company.
Follow-ups and reminders, linked back to a company, contact or deal.
Pipeline, health and activity trends across the whole portfolio.
CSV files should match the column headings produced by the export buttons above. Matching records (by name) are updated; new ones are added.
Permanently delete every company, contact, deal, activity and task record from this device.