Notes, outreach logs and reminders

Notes

Notes attach to a CRM record and are visible to your team only. Use them for meeting summaries, objections raised, and commitments made.

Outreach events

An outreach event records that something happened — an email, a call, an intro, a deck send — with a timestamp and an optional short description. The event history is what tells you whether a relationship is warming or stalling.

Reminders

Set a due date and a short label. A scheduled job checks for reminders coming due and notifies you according to your notification preferences. Reminders are personal, not shared.

Exporting

You can export your own CRM records at any time. Exports contain only data belonging to your entity.