Networking CRM. Manage Your Contacts. Plan Every Follow Up.
Save each contact and what you discussed. Set a date for your next step, so you know who to contact and what to talk about.
Manage Your ContactsSave your progress in one account.
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A helper organizes contact cards, checks a note and brings the next action forward. You send every message yourself.
Step By Step
How To Use Networking CRM.
Save a contact, your conversation notes and a date to follow up.
- 01
Add A Person
Enter the contact details you want to keep. There is no automatic address-book import.
- 02
Keep The Useful Context
Save a brief conversation note and decide what you want to do next.
- 03
Plan Your Follow Up
Choose a date. Return to your planned actions and mark the ones you complete.
Remember The Conversation.
See how a contact, conversation note and follow-up date stay together.
Networking CRM
See Everyone By Stage
Move each person through Outreach, Connected and your meetings on one Pipeline, with their employer on the card.
Learn More About See Everyone By Stage In Networking CRMGive Each Person A Next Step
Set a step and a date for each person. A card with no step says so, so no one is left waiting.
Learn More About Give Each Person A Next Step In Networking CRMSend Messages Yourself
Keep your notes from each conversation, then write and send every message yourself.
Learn More About Send Messages Yourself In Networking CRM
What Your Account Saves
Your Saved Work,
Ready When You Return.
Names, companies, roles, optional email addresses, conversation notes and follow-up records you enter.
How Your Information Is KeptWill It Send A Message Or Reminder?
No. A follow-up date is a planning record. You send your own messages and mark your own completed actions.
What Should I Put In Notes?
Keep useful context you have a right to retain. Contacts are entered manually; calls are not recorded.