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Timeline

Instant 360-degree visibility of ALL your business data.

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Whenever you need to talk to a contact, make sure you start from the timeline. Here you can see all sales, quotes, notes, updates and other information that will help you make the most from the call.

Once you're done you can schedule the next meeting, create or edit a quote or go all the way through to allocate payment.

No other CRM system offers this total visibility across everything that you do in your business:

  • CRM and contact management
  • Sales, Quotes, Opportunities and Invoices
  • Notes, calls and messages
  • Contact status changes
  • Full email integration

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