Organization is control

See all your contacts, track customer activity, and follow the money.

Keeping it together shouldn’t be a struggle

Methods some small business owners use to record and store customer information:

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85%

File folders

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69%

Shelves & drawers

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68%

Calendars

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64%

Storage containers

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61%

Sticky notes

83% of small business owners believe organization is a vital part to their business.

Organize your customer information in one place

Detailed contact records give you all the information you need about your customers in one place.

...love the wealth of features all in one place. It's great to not have to use multiple platforms." Joe A. via G2 Crowd

Never drop the ball

Stay on top of all your key meetings, deadlines, and dates in real-time.


Easily organize your contacts into lists

Specific lists for specific customers

Organize all your contacts for more effective messaging.

...I am able to track interactions and data on my contacts, send emails to customers and leads... segment my leads and customers, set up automation... [to] make sure none of my leads fall through the cracks." Johnathan S.

Take the friction out of winning work and getting paid

Send quotes that clients approve with one click. Fire off invoices and collect payments in the app. And automatically send reminders to follow up until they act.


Make a bill, send a bill

Easily create branded, professional-grade invoices while keeping an electronic trail of which customers have paid and who still owe.

Seamlessly integrates with Infusionsoft and the money automatically shows up in my account the next day! I've had zero issues with it." Doug Sinning - My Music Expert

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