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One history per entity
Every customer, deal and project has its own complete timeline.
One history for customer, deal and project: notes, activities, communications, documents, state changes. The most used feature, every day.
Every customer, deal and project has its own complete timeline.
No destructive deletion: history is complete and browsable.
Domain email hooks onto the matching customer’s timeline.
Start on your own with the trial, or let us walk you through it.
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