Lite
Relationship tracking for a small team, in your own Microsoft 365. Everything you keep today in Outlook, a spreadsheet and your head.
- Companies, contacts, deals and activities, each a list in your own SharePoint
- A pipeline board: deals as cards in stage columns with the stage total, dragged between stages
- A next step and a due date on every deal; the home view is what is due and overdue
- Lead intake from mail: a flow in your own tenant turns mail to your intake address into a contact, a company and a deal
- An activity timeline on every contact, company and deal, with who logged it
- BCC your intake address on an outgoing mail and it is logged against that contact, with no lead created and no automatic reply
- Search across names, emails and companies
- Outlook contact import, one way and on demand; it never writes back to Outlook
- CSV import and export, so a spreadsheet comes in on day one and your data can leave
- Won hands off to the Agreement Tracker: a link on the deal, never a shared record
- Editor and Viewer roles; every record stays in your own SharePoint
