Who it’s for
For people whose work is other people
Not sales teams with quotas. People who look after a network of clients, customers and collaborators, usually on their own.
Freelancers and consultants
A handful of clients, and the ones you’d love back
Half a dozen current clients, twenty past ones worth staying close to, a trickle of new enquiries, and the few people who send you most of your work.
It remembers what each client asked for and what you quoted, notices when a brief starts to grow, and nudges you about the past clients and referrers you said you wanted to keep warm.
Coaches and tutors
Every person, picked up where you left off
Before each session, see what you talked about last time and what you each agreed to try.
It only knows what you tell it, so you decide what is worth keeping.
Small businesses
Suppliers, customers, partners
The builder who quoted for the extension, the supplier who promised a new price list, the customer waiting on a reply.
Tell it as things happen, and each morning it shows you the promises still open and who is waiting to hear back.
It also suits
Anywhere keeping in touch matters
- 01Looking for work: keep track of who you met, what they said and when to follow up
- 02Running a club, a society or a fundraiser: volunteers, sponsors, members
- 03Organising an event: venues, speakers, suppliers and what each one promised
- 04Building a network in a new city or a new field
- 05Keeping up with the people who matter in a long project
- 06Remembering the details that make you good at what you do
And who it is not for
If you need sales stages, quotas, forecasts and a manager’s dashboard, a sales CRM will suit you better. This one is for looking after people, not moving them through a funnel.
Sound like you?
Try it with the people you’re working with now
Thirty days free. Start with one person and one conversation.
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