Keep track of every exchange.
Write internal notes on every contact. Add a due date and an owner whenever there is a follow-up to do. The conversation you had six months ago is right there, dated and tied to its author, ready to pick up where you left off.
Client available afternoons only. Prefers to be reached by text for the rest of the process.
Follow up on the proof of insurance before the meeting. She confirmed she would send it this week.
Folder transferred from the Laval office. Check the older documents before following up with the client.
Client context, written in the right place.
Dated and signed notes
Every note is timestamped and tied to its author. You see who wrote what, and when, in chronological order.
Optional due date
Does a note call for a follow-up? Give it a due date. The ones coming up or already past stand out clearly.
Assignee
Hand the follow-up to a member of the team. The note says plainly who is on it, with nothing to repeat by email.
Follow up with the client on the proof of insurance before the meeting.
Client available afternoons only. Prefers text.
Handing over becomes a non-event.
You are away and a colleague opens the contact record: they see the notes from the last three calls, the one with a due date coming up, the one assigned to them. They have all the context to answer in your place, without calling your cell.
- Notes visible only to your team, never to the contact
- Due date and assignee editable at any time
- The full note history kept on the record
- Nothing to retype from one tool to another, it all sits on the contact
Your notes live next to everything else.
Contact management
Your notes are attached to the contact record, not to a Notion page on the side.
ImportBulk import
Bring your whole existing contact list over in minutes, from a CSV or Excel file.
RequestsDocument requests
A follow-up note often turns into a request for the document the client still owes you.