Contact & Company Intelligence
Every relationship in your book, mapped and searchable
Track companies, contacts, and the relationships between them in one place — so nothing depends on one person's memory of who's related to whom.
What You Can Do
Companies & People
Full CRUD for companies and contacts, with contacts linked to the companies they work for and policies they hold.
Relationship Mapping
Track spouse, parent, employee, and referral relationships between people, with the inverse label derived automatically.
Assignment & Tagging
Assign contacts to team members and tag them for segmentation and follow-up campaigns.
Duplicate Detection
Built-in duplicate finder helps keep your book clean as data comes in from imports, forms, and manual entry.
Full Audit Trail
Every change to a person or company record is logged — who changed what, and when.
CSV Import & Export
Bring in existing books of business or export your data for reporting and migrations.