📌 Contacts database

Contacts database

Organise your business, set boundaries and honour your leisure time.

📌 Projects

Projects

📌 Other info

Interaction history

• record of all points of contact, correspondence, meetings, transactions

Needs and requirements

• information about customer needs, product specifications

Interaction plan

• a schedule of planned events, meetings, issues for discussion

Marketing materials

• all sent proposals, presentations, newsletters

Analytics

• key metrics of interaction, conversion, customer profitability

Feedback

• a record of customer reviews, recommendations, complaints