Keep every customer interaction in one glass timeline
CRM.me automatically logs calls, emails, meetings, and tasks so revenue teams stay focused on selling, not data entry.
Auto logging everywhere
Interactive Preview: Auto logging everywhere
Emails, calendar events, and meetings sync automatically so reps never need to log activity manually again.
Integrated call logging
Interactive Preview: Integrated call logging
Click-to-call with automatic capture of duration, notes, and outcomes keeps voice conversations attached to every record.
Structured meeting notes
Interactive Preview: Structured meeting notes
Reusable note templates, tagging, and instant task creation turn every meeting into action items for the team.
Activity intelligence
Interactive Preview: Activity intelligence
Visualize calls, emails, meetings, and follow-ups by rep, team, territory, or product line in real time.
Task orchestration
Interactive Preview: Task orchestration
Convert activities into tasks with reminders, owners, and SLAs so nothing slips through the cracks.
Gamified goals
Interactive Preview: Gamified goals
Set daily and weekly activity targets, track streaks, and reward your team with integrated gamification.
Launch your activity command center
We will help connect email, calendar, telephony, and messaging so every touchpoint feeds a single, living timeline.
Includes guided onboarding • SOC 2 controls • No credit card