A full contact and company database — people and organisations, the relationships between them, and a complete, automatically captured history of every interaction.
Store every contact and company as a rich record, then link them the way the real world works — people belong to companies, companies have parent and subsidiary relationships, and contacts connect to the deals, tasks, and documents they touch. Open any record and you immediately see who they work with and what is in flight, instead of hunting across spreadsheets and inboxes.
Every email logged, call noted, task completed, stage change, and field edit lands on a single chronological timeline for the contact or company. Reps pick up a relationship mid-conversation without asking "where did we leave this?", and managers can audit the full history of an account at a glance.
Sent emails and inbound leads flow straight into the contact's communications log through the platform's comms bridge, so the record stays current without manual data entry. Attach proposals, contracts, and supporting files directly to the record, and they travel with the relationship — and surface in the client portal where you choose to share them.