Relationships
Who knows whom, every touch, and what was agreed.
11 steps · 9 questions · 4 screens on this shelf
The screens on this shelf
Records
Relationship Management
Who is connected to whom — parents, employers, referrers, decision makers — and how strongly.
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Records
Interaction History
One timeline whatever the channel — calls, emails, meetings, events, payments and portal sign-ins.
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Records
Tasks & Follow-ups
What is owed to whom and by when. A task past its due date says so rather than waiting to be noticed.
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Records
Activities
Calls, e-mails, meetings and notes logged against a customer, a contact or an opportunity, and what is still to do.
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Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.