Contact management
Integrated contact management to streamline communication and enhance relationship management.
- Your contacts list: includes personalized tags, star ratings, social media links, and more
- Communication tracking: logs for all interactions with contacts, including emails, phone calls, and meetings
- Linked projects: view and create projects related to a contact
- Calendar: schedule appointments and set reminders
- Tasks: create to do lists such as follow-up calls or meeting preparations
- Tags: use your own tags to categorize and filter contacts
- Import/Export: import contacts (via support) and export them to excel
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Web clipper extension
Optimize your time by clipping and saving product specs and images from websites directly to your projects or favorites board.
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