CRM that works
Customers, contacts, and conversations, all in one place.
Track every customer interaction without the spreadsheet sprawl. VIP flags, tax-exempt status, multiple contacts per business, and a full activity timeline for every account.
- Multiple contacts per customer (name, title, email, phone)
- Per-customer activity log (calls, emails, meetings, notes)
- VIP and tax-exempt flags with custom reasons
- Built-in billable-time tracker (start, stop, pause)
- Multi-DBA support: run multiple business identities from one login