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.