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Customer Relationship Management made easy!
No credit card required!
The easier way to manage customer relationships.
ACCOUNT & LEAD MANAGEMENT
Track activity, appointments, reminders, important documents and contacts.
Share account or lead data between users for visibility and activity tracking.
Integrate into Google or Office 365 and have calendar events appear automatically.
Keep in contact with your accounts effortlessly by creating and scheduling automated emails.
Log your business miles and export your data for tax purposes.
Keep up with your business activities while on the road.
Safely store documents for accounts, leads and your general library.
Monitor sales and growth monthly, quarterly and annually.