One List The Whole Team Works From.
Calls to make, follow-ups, and things to watch
Every task and follow-up against a contact lands in one shared queue - grouped by what's overdue, due today and coming up. Assign work to a teammate, keep a long-lived 'watch' for something to keep an eye out for, and click straight through to the contact to make the call.
Key Benefits
How It Works
Add a task or a watch
On any contact, add a follow-up with a due date and priority, assign it to whoever's on it, or set a no-date 'watch'.
Work the queue
Everyone opens one list - My tasks or the whole team's - grouped so the urgent things are up top.
Make the call
Click the contact on any task to jump straight to their details and dial in a click.
Use Cases
Nothing gets forgotten
The call-back you promised is on the board, not in a notebook or someone's head.
Share the load
You and your colleagues work from the same queue, assigning and picking things up as you go.
Keep an eye out
A customer asked you to watch for something? Set a watch and it resurfaces the moment it matters - years later if need be.
The relationship, remembered
Notes, history and follow-ups stay next to the number, so every contact is one you actually know.
Stop maintaining your address book.
One shared directory your team searches, calls and keeps current - kept right by the people in it. Free to start, no card needed.