Every conversation stays with the client
Daily prospecting.
Log once. Your conversation appears here and in the client’s history for you, Kenneth and Summer.
Record a conversation
Conversation history
Corrections are saved as another dated revision in the client’s permanent history.
End-of-day reflection
Save your reflection to the shared workspace by 5:00 p.m. Central. Kenneth and Summer can review it here. You can also prepare a summary email.
Saved reflections
Bring older browser-saved tracker entries across
Export a JSON backup from your original tracker, then choose it here. Each entry attaches to an existing client you select or creates a new prospect. Review names to avoid duplicate businesses.