Customer Interaction Notes

All communication history, files, tasks on the same page

Who did What and When

Add Notes about your interactions with a customer - a short summary of a call, meeting, or task to be completed. Next time you need to know what was the last conversation about, it's all right there, just a few clicks away.

Upload Files

Attach proposals, agreements and other files to your customer record, in a single place. Find what you need in seconds, not minutes.

Add Product Tags

Need to email proposal to all customers who were interested in a specific product? Use custom Product Tags to select highly targeted lists.