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Quickstart CRM

Track companies, people, and interactions across your team.
JH
Justin Hales
Get started by copying this doc ↗️ and sharing it with your team. Then, fill in your own data below.
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Add Company
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Companies
Logo
Company Name
Status
Contacts
Activity
1
Blocks, Inc.
Active
Chris A
Mora B
Follow-up
Phone call
Email note
2
Code Company
Prospect
Lucy X
Onsite meeting
There are no rows in this table
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Add Contact
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People
Name
Company
Title
Email
Interactions
1
Chris A
Blocks, Inc.
Manager
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abc@a.com
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Email note
2
Mora B
Blocks, Inc.
Engineer
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abc@a.com
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Follow-up
Phone call
3
Lucy X
Code Company
CFO
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abc@a.com
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Onsite meeting
There are no rows in this table
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Add Interaction
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Interactions
Date
Subject
Person
Notes
1
4/1/2020
Follow-up
Mora B
Had a great conversation! I'll follow up in 2 weeks.
2
4/4/2020
Onsite meeting
Lucy X
Held a general Q&A. Several people commented that they loved the new feature.
3
4/7/2020
Email note
Chris A
Sent a quick note to Chris with Q4 numbers
4
4/16/2020
Phone call
Mora B
Had a phone call with Mora
She's sending the pitch deck to her team
There are no rows in this table
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