Sections
Pick the screen you need help with.
Clients
Create a record, prepare your work with that person and keep track of their process. Distinguish viewing a record from selecting the client you will work with.
Pipeline
Create and edit deals, link a client if applicable and organise cards with stages and custom fields.
Forms
Prepare questions, share the form and review responses under the correct client record.
Signatures
Prepare your signature, create documents and review recipients and status. Includes signing a PDF and the recipient’s steps.
Protocols
Start a protocol for a client, share its link and review progress and feedback. Also follow the steps the person completing it will see.
Client space
Create and share a person’s space, configure access and check what they will see. Manage other people’s links separately.
Client Log
Check conversations, post messages, files and voice notes, message several clients at once and review replies. Includes the client’s steps from their space.
Client Workspace
Organise working notes, tasks, events and links per client in the browser you are using.
Client Timeline
Record events by date, review their categories and keep a copy of the journey.
Editable Client Grid
Review and edit a local working sheet with clients, custom columns and CSV export.