All features
Before you call back, you know where things stand
One record per client or lead, linked to their projects, quotes and calls.
Save my beta spotClient record
Contact details, people and notes, with every project, quote and call.
Lead pipeline
Each inquiry moves from first contact to won quote [à confirmer : étapes].
Follow-ups
See which quote has waited nine days for an answer [à confirmer : rappels de relance].
In practice
A foundation calls back a year later about its annual film. Its record shows last year’s accepted quote and brief.
Try Contacts in the beta
Your records stay private: your client only sees the shared project.
In the beta, you can
- Create a record for each client or lead
- Track your leads in the pipeline
- Find their projects, quotes and calls