The first client handoff
Add a client, give the next action an owner, and let a teammate pick it up.
WHERE WE’RE HEADING
One useful thing
at a time.
This is our current direction, not a list of promises. We’ll keep it small and change it when we learn something.
Building/ 2
A home for the journey
A public website, roadmap, and honest updates from the beginning.
Planned/ 3
Bring your existing contacts
CSV mapping, a preview before import, and clear duplicate handling.
Deals and dependable reminders
A focused pipeline and reminders that survive retries and restarts.
The first paying teams
Full export, billing, backups, and five independent pilot teams.
Exploring/ 2
Capture the conversation
Find out whether pilot teams need automatic email capture before deciding what to integrate.
What comes after CRM?
Quotes and projects are possibilities. Retained customers will help decide.