Give your data the order you need.
This is officially the end of spreadsheets and sticky notes.
All your clients are in a uniform and clear database.
Categorize them by relationship type, geography, potential, or your own custom fields.
As well as everything else.
No need to ask for information.
The whole database, client’s history, customer status, and your custom fields can be accessed by anyone who needs them for their job.
Even offline.
Thanks to an advanced permission system, your clients’ data is completely safe.