The universal record
Every contact opens to one timeline that interleaves everything that has happened — emails (with open/click status), calls, notes, documents (sent/viewed), tasks, and lifecycle stage-changes — next to the editable details and related records.
People and organizations
A contact has a primary company, and can also be affiliated with other companies — each with a role (Advisor, Board Member, Investor, and so on) in the Companies panel. Its Deals tab shows every deal the contact is involved in: the ones it owns as primary contact, and the ones where it sits on the buying committee, each labeled with its role.
Recommended next steps
Each contact shows a short list of suggested next steps, built only from its real data — a document it opened, how long since the last activity, or a strong lead score with no open deal. When there is nothing pressing it simply says "on track". You can also draft a follow-up email with AI: it uses the contact’s own context (role, company, recent activity) and you review and edit before anything sends.
Lifecycle stage & lead score
Each contact carries a lifecycle stage (lead, prospect, client, and so on) and a 0–100 lead score computed from real engagement — activity, document views, and profile completeness. Both evolve on the same record; there is no separate "leads" table to migrate from.
The company (account) record
A company is the command center for the whole account. Alongside its contacts, deals, projects, and invoices, it rolls up the numbers that matter and tells you what to do next — all from the account’s own data, never made-up figures.
- Account intelligence — a health band (healthy, developing, at-risk, or dormant) that always shows why it landed there, plus recommended next steps: an expansion opening on a customer with no open deal, a single-threaded relationship to widen, or an account that has gone quiet.
- Financial rollups — open pipeline (and weighted), won revenue, cash collected, and outstanding balance, summed across every deal and invoice on the account.
- Account activity — one timeline of everything across the account: activities, emails, and documents on the company itself and on any of its contacts or deals, plus lifecycle stage changes. Each line says who it was with and who logged, sent or created it.
- Hierarchy — set a parent company to build parent/subsidiary account trees; each subsidiary shows its own open pipeline.
- Contacts by role — see who is who on the account (Decision Maker, Champion, and so on), with the primary contact starred.