Every relationship, in one command center
Keep every business, conversation and next step in one place. Notes, tags, tasks, follow-up reminders and a full activity timeline - so you follow through on every lead, every time.
Notes, tasks & reminders - organized around every business.
Bella Napoli Pizzeria
4.7 · Italian Restaurant · LA
Activity timeline
Note added
“Spoke with the manager - keen on Q3.â€
Follow-up reminder set
Friday · 10:00 AM
Task assigned
Send the Q3 promo proposal
Email logged
Intro email · opened
Follow-up tomorrow
10:00 AM · Bella Napoli
Task assigned
Send Q3 proposal · you
0
leads lost to the cracks
Every business, note and task in one place.
3x
faster follow-up
Reminders and tasks keep you on schedule.
100%
history, always kept
A full timeline for every relationship.
Meet your relationship hub
Everything you know about a business - captured automatically and kept in one tidy profile.
Communication history
Everything tracked automatically
No more scattered spreadsheets or sticky notes. The CRM keeps a complete record of every relationship for you.
“When you're juggling hundreds of businesses, follow-ups fall through the cracks. Having every note, task and reminder tied to the contact means nothing gets forgotten anymore.”
Sam Okoro · Sales Lead, Uplift
Just ask. Find any contact.
Search across every business, note and task in plain language - and surface exactly who needs your attention next.
Skip the digging
No more scrolling through lists. Ask for “clients tagged hot with an open task” or “leads gone quiet” and jump straight to the businesses that matter.
Every follow-up. Never missed.
Reminders, tasks and a living timeline keep every relationship moving forward.
Follow-up reminders
Never miss a callback - reminders surface exactly when it's time.
Task management
Assign, track and complete the next steps for every business.
Activity timeline
A complete, time-stamped history of every interaction.
Notes, tags and comments - in context
Capture what matters and keep your whole team on the same page, right on the business.
Business notes & custom tags
Rich notes and flexible tags to organize every business your way.
Internal comments
Discuss a business with your team without leaving the CRM.
Alex
Called - they want a demo Thursday.
Maria
Nice! I'll prep the deck ðŸ‘
Built on one clean data model
Lists, businesses, notes and tasks connect cleanly - lightweight by design, storing references, not duplicated data.
leadListsThe lists that group your businesses.
leadListItemsEach business saved into a list.
notesNotes & comments tied to a business.
tasksFollow-ups, reminders and to-dos.
A complete CRM for how you sell
Everything you need to manage relationships and follow through - in one place.
Contact management
Every business as a rich profile.
Activity timeline
A full history of every touch.
Follow-up reminders
Never miss a callback again.
Task management
Track next steps to done.
Communication history
Calls, emails and messages, logged.
Business notes
Context that stays with the contact.
Custom tags
Organize businesses your way.
Internal comments
Collaborate with your team.
Time is money. Follow through on every lead.
Bring every business, note and task into one command center. No credit card required.