Contact notes and tasks
Attach notes and follow-up tasks right to the contact.
CRM & Contacts • 02
Every customer and lead in one record instead of scattered across a notebook, a phone, and someone's memory.
Important details about a job or a customer live in someone's head.
Attach notes and follow-up tasks right to the contact.
Nothing depends on one person remembering.
How this fits your business
Nobody uses everything on this list. What gets turned on for you depends on what your business actually needs, and it is covered by a single monthly plan instead of being billed line by line.
This is one piece of the CRM & Contacts suite. If it would fix a real problem in your business, ask and we will talk about turning it on. Everything here connects to the same system, so it works alongside the other tools you already use, not in a separate silo.
Related services in the same suite
Want this turned on for your business?
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