Product

Built as a business workspace, not another record system.

One interface for customers, contacts, opportunities, projects, reminders, communication, and performance context.

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01

Capture

New contacts, customers, leads, requests, and opportunities begin with owner, priority, status, source, and context.

02

Records become opportunities, jobs, engagements, cases, or projects with value, stage, documents, and history.

03

Follow-ups, meetings, calls, emails, and tasks push work through a visible, low-friction flow.

04

Every note, conversation summary, quote, document, and activity remains attached to the customer or opportunity.

Customer and Opportunity Workflow

Customer

Oak Ridge HVAC · Commercial service

Company

Oak Ridge Mechanical

Contacts

Jordan Hale · Operations Manager

Fields

Website, phone, email, tags, project value

Owner

Maya Lin

Priority

High · 2 day follow-up window

Notes, reminders, and call history are accessible on the same row as timeline events.

8 active

5 active

4 active

3 active

2 won · 1 pending