Keep every client in one place
Contact details, notes and history — not scattered across inboxes and sticky notes
Overview
A client isn't just an email address. Keep each one's contact details, how you know them, and what's happened so far in one real record, so you're never starting from zero before a call.
Key benefits
One place for every client, not three apps
Ready before the call, not scrambling during it
Nothing lost when you switch devices
Shared with whoever else works with that client
How to get started
Add a client as a contact
Note how you know them and what matters
Log what happens as it happens
Pull it up before every call
App information
Related use cases
Commit publicly to your goals
Publish the goals you choose and let friends cheer you on
Estimate your work realistically
Stop over-promising: plan from what your weeks really hold
Never miss a renewal again
Track subscriptions and cancellation deadlines before they cost you