Nothing promised gets forgotten.
Every follow-up with an owner, a date, and the record it is for, on the web and both phone apps.
Included on every plan · No card required
Every follow-up owned, dated, and tied to the person it is for.
Owned and dated
A promise made on a call has somewhere to live.
- A priority, a due date, and an owner on every task
- Link the contact, company, and deal right in the task, on the web and the phones
- A Tasks tab on every record card
- One-tap done or reopen
Tasks that arrive on their own
The system writes the to-do so nobody has to.
- A meeting recap's action items become tasks for whoever owns them
- Automations create tasks from any trigger
- Convoy's weekly review turns a red number into an owned task
- A task coming due can fire an automation of its own
The list
The same table engine as your contacts.
- Saved views, sentence filters, and Match all or Match any
- Infinite scroll on the web, cards on a phone
- CSV export of what you are looking at, or everything that matches
Every module, one relationship.
ARC
The CRM: contacts, companies, deals, lists
Mailbox
Your email, on the right people
Threads
The whole team's activity, in order
Ping
Texting + calling
Meridian
Scheduling, branded
Meetings
The AI notetaker
Events
Zoom meetings + webinars
Megaphone
AI email, no technical skills
Socialize
Social posts, approvals, and ads
Forms
Capture that closes
Ink
E-signature in your brand
Collect
Quotes, invoices, payments
Automations
35 triggers, 19 actions
Convoy
Projects + EOS scorecards
Signal
Dashboards that compose themselves
Verified
Blue + gold identity checks
Investors
Investor relations and the Radar
Ambassador
Referrals as a system
Caliper
Deal underwriting, live
TenthYards
Capital raises, end to end