Right before a call
See which company they’re with and what you discussed last time.
Use it at the three moments when follow-ups slip.
Right after a call or meeting
Log the conversation and set who follows up, and by when.
After you send a quote
Revisions stay under one quote number, and the customer’s acceptance or rejection is recorded with how they replied.
Open it now. No sign-up needed.
The demo comes with 5 contacts and 3 companies, so you can follow a customer all the way to a quote.