Store and manage all your business contacts in one place. All relationships, not just customers.
Attach agreements, quotes, proposals and any other files you need.
Create tasks and share with co-workers. Don’t miss that proposal deadline or customer call.
Track bids, deals, proposals and other opportunities. See where your future income is coming from. Create reports and gain insight on your sales pipeline.
Forward emails to an email address unique to your account - a convenient way to store email messages.
Record the information you need about each contact. Custom fields allow you to store almost anything important to you and your business.
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