Contact Status
It's easy to update a contact's status at any time. Changing a contact's status will affect various aspects of the CRM, such as reports, dashboards, and more.
- Track your leads
- Easily organize clients
- Work your prospect list
Log Notes, Emails, and Calls
Everything you need to keep track of important client and prospect notes, emails and calls.
- Easy and fast to enter
- View in a convenient timeline
- Ultimate organization
Client Portal
Quickly create client portals giving your client access to important documentation like contracts, proposals, and more.
- Portal creation in a snap
- Easily share all kinds of documents
Associated Contacts
Easily connect and manage multiple contacts, businesses, and leads in a single location, while maintaining information for each.
- Unlimited contacts
- Auto import contacts to contracts
- Easy organization of contacts
