Features
Every call, email, and note — logged where it belongs
A complete activity history attached to the lead, deal, or contact, not scattered across separate tools.
Every interaction with a lead, deal, or contact — a call, an email, a note — logs directly against that record, giving anyone who opens it the complete history without digging through a separate inbox or call log. Call and email logs are tracked as first-class records, not just free-text notes.
- Notes attached to any CRM record
- Call logs
- Email logs
- Complete activity history per record
- 1Notes on any record
- 2Call and email logs
Notes on any record
Add a note to a lead, deal, or contact, typed by activity — a follow-up, a meeting summary, an internal flag — so context builds up on the record itself rather than being lost in someone's personal notes.
Call and email logs
Calls and emails connected to a lead, deal, or contact are logged as their own tracked records, giving a genuine communication history — who was contacted, when, and how — alongside the manual notes.