- Contacts, companies and how they linkAdd people and companies, understand what each record shows, and keep your network clean with merging and bulk actions.
- Deals and pipelines for mattersTrack each mandate as a deal, move it through your stages, record the conflict check and set up pipelines to match how your firm works.
- Tasks, notes and follow-upsCreate tasks, capture notes, set follow-up dates on contacts, and let task rules create the routine ones for you.
- Lists and tagsGroup contacts into lists for campaigns, events and working sets, and label them with tags you can filter on.