Contact Management
Everything you need to know about a client or contact all in one place.
Next: Business Card Scanning App
Get Started
See quickly current and past client activity in one central place.
Upload or Import
Upload data from spreadsheet or import from other business systems.
Target Companies
Pull in companies from the radar, begin targeting them immediately
Access Social Profiles
Access social profiles for you contacts directly from the dashboard
Client Dashboard
Keep track of everything you need to know about a client or contact through the client dashboard. Access quickly key contact information, past deals and current opportunities.
Next: Business Card Scanning App