Know every customer before you pick up the phone.

Colored tags make a busy contact list easy to read at a glance. You can group tags into categories, such as service type or lead source, so a plumber can spot every emergency callout in red. This feature is in early access.

People are linked to the company they work for, and the company record is created for you from their email address. A consultant working with 3 people at one firm sees all of them, and every conversation, under that firm's name.

Custom records track the things you look after, not only the people you serve. A vet can keep a record for each pet, a garage for each vehicle, and an insurance broker for each policy, each linked to its owner.

Saved lists work for companies and custom records too, not just people. A garage can list every vehicle with an inspection due next month and plan its reminder calls from there.

Lead scoring adds points when someone opens an email, books a call, or visits your pricing page. Your team then calls the people most likely to buy first, instead of working down the list in the order leads arrived.

You can add or update contacts in bulk by uploading a spreadsheet. A salon that kept its client list in a spreadsheet can bring every name, number, and note in at once, and update them later the same way.

The CRM finds contacts that appear twice and merges them into one record. That way a customer who filled in 2 forms with the same email gets one reminder, not two, and their history stays in one place.

You choose which fields and panels each view shows, so each role sees what it needs. The front desk at a clinic might see appointments and contact details first, while the practice manager sees payments and notes.

Email checks confirm an address is real before you send to it. Fewer bounced emails keeps your sending reputation healthy, so your messages keep landing in inboxes. Each check is paid from your wallet.

Phone number checks confirm a number works and can look up the caller's name. A plumber can clean up a list of old leads before a call day and skip the dead numbers. Each lookup is paid from your wallet.

Take a photo of a business card and AI creates the contact for you. A consultant at a trade show can scan a stack of cards on the way home instead of typing them in the next morning.

Prospect finder searches for local businesses, runs marketing checks on them, and adds the ones you choose as leads. It suits owners who sell to other businesses, such as a bookkeeper looking for new clients in their town.

A heatmap shows where your business appears in local search across a grid on the map. A dentist can see whether they show up for patients on the other side of town, or only near the practice.

Send proposals, quotes, and contracts that customers can sign online, with several signers when a deal needs them. A builder can send a job agreement to both homeowners and see when each one has signed.

Store your logos, photos, and files in one library and use them in emails, pages, and messages. A salon keeps its price list and before and after photos there, ready for any campaign.

Linked records connect family members, companies, deals, and jobs to each other. A family dental practice can link parents and children, so one call covers everyone's appointments.

Batch sends message or update thousands of contacts in timed groups rather than all at once. A clinic can send a holiday hours notice to its whole list in stages and check the log afterwards to see every run.