From first conversation to fulfillment
Clients & warm handoffs.
One shared record. A clear next step. A client who feels understood.
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Team updates
Updates are shared here with management and the assigned rep. Refreshes every 30 seconds. Email/SMS notifications are not connected.
Bring existing tracker notes into this workspace
Choose a JSON backup from the original Conversation and Wins Tracker, or load this browser’s saved entries. Import individual prospects below. Original entries are kept; repeated imports open the existing shared record. Imported “Paid” labels do not verify payment.
Choose a client or add a prospect to get started.