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Features · Stay organized

Every customer's history in one record.

Unlimited contacts with full history, tags, custom fields and smart lists for segmenting your database.

What it does

Every conversation and detail in one record.

  • Unlimited contacts with no extra charge
  • Every call, text, email, form and appointment on one timeline
  • Tags, custom fields and notes
  • Smart lists to segment your database for campaigns

How clients use it

Where it pays off.

  • Teams

    Anyone who picks up the phone can see the full history before saying hello.

  • Marketing

    A smart list of everyone who bought in spring but not since is one filter away.

  • Switching CRMs

    Import your contacts during onboarding and keep their history.

Questions

About contact management.

Is there a contact limit?

No. Contacts are unlimited on every account.

Onboarding included

We set it up with you.

Every account starts with a 1-hour onboarding call where we turn on what matters most for your business first. After that, 24/7 live chat and weekly office hours. $97/month, onboarding normally $500 and waived.

Start answering every lead this month.

$97/month with a 1-hour onboarding call and a team on call after. Prefer to talk it through first? Book a demo.

Month to month. 30-day money-back guarantee.