Record management

Thousands of records.One calm screen.

Filter by owner, type and date, change many records at once, and open any record in an inspector beside the list.

What it does

In build Being built now. Not generally available yet.

Owner, record type, wiring preset, created date and close or renewal date.

Reassign, update a field, apply a preset, change sharing or move to another workspace. Every change goes through the same checks as a single edit.

Overview, connections, views, sharing, contacts and approvals, without leaving the list.

Built to scroll through ten thousand rows without the page jumping.

The CRM an agency would build for you, generated from the business you already have.