A CRM that stays simple

Accounts, contacts, opportunities and one activity feed. It is the part of a big CRM that small teams actually use.

What is in it

• Accounts and contacts, with a push button from outreach for the people you found.
• Opportunities, so you can see what is open.
• One activity feed: log a call or a note, and mention a teammate with @.
• RingCentral call transcripts, saved on the record they belong to.

Built to sit next to outreach

People you find with the outreach tool can be pushed here, so a reply and the history that led to it sit in one place.

Related

• Outreach tool, to find the people and email them
• Website builder, for somewhere worth sending them
• Lead Loader, to bring in a list of leads
• Salesforce ID converter, if you also work in Salesforce

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