Features / Platform

Everything that happened, in order.

One history for customer, deal and project: notes, activities, communications, documents, state changes. The most used feature, every day.

Everything that happened in the workspace today Everything that happened in the workspace today
01

One history per entity

Every customer, deal and project has its own complete timeline.

02

Nothing gets lost

No destructive deletion: history is complete and browsable.

03

Email attached

Domain email hooks onto the matching customer’s timeline.

Built to stay.

Start on your own with the trial, or let us walk you through it.

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