Track important interactions and share them with the team.
Track upcoming calls and meetings, view them in your calendar to see your schedule. Upload important documents and files as notes against accounts, leads, contacts, and opportunities.
Log historical information such as notes, calls, meetings, and tasks. Easily view a summary of history for a particular account, contact, lead, or opportunity.
Sync contacts and meetings with Exchange Server, Outlook and Google.
Organize your customer data intelligently and build more meaningful relationships.
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