CRM + Calendar
Time management that understands your relationships.
- Nothing to wire up
- Included on every plan
- Works from day one
Stop switching between your calendar and your CRM. Schedule meetings and set deadlines that natively update client pipelines and communication timelines in real time.
What happens, in order.
Nobody sets this up. It works this way because both sides are the same system reading the same records.
- 1
Schedule an event with a client directly from their CRM timeline.
- 2
The event automatically syncs to your calendar and sends out beautiful, customized invitations.
- 3
When the meeting is over, record notes on the event, which instantly link back to the client’s CRM profile.
What it removes from the week.
Prevents dropped meetings and communication gaps.
Eliminates duplicate data entry across calendars and CRMs.
Maintains a complete audit trail of all customer interactions.
Where this one earns its keep.
Client Onboarding
Sync initial meetings with setup task deadlines.
Sales Demos
Log demo bookings onto sales pipelines automatically.
Quarterly Reviews
Stay on top of regular client touchpoints.
You do not switch this on. It is already on.
Every workflow here comes with every plan, because the rooms it connects were never sold separately in the first place.