- Custom Views : Search, group, filter, and sort data in any configuration and save results as custom views.
- Timeline : Share and track the timeline of notes, events, emails, files, etc with your entire team.
- Send Contacts : Send contacts to your phone directly from the pipeline.
- Import & Export : Easily import and export all files using Google Sheets integration or upload CSV files.
- Workflow Customization : Add, rearrange, personalize, color, and remove pipeline strategies to match evolving workflows.
- Log Calls : Automatically log calls directly from your mobile device to reference later and take notes.
- Caitlyn M.Food Labeling and Regulatory Specialist
- Matthew FoxTechnical Recruiter
I use this product as an informal applicant tracking system as well as a contact list. It is helpful in many different ways and has a lot to offer as far as solutions [go].
The UI could be a little better but it's great as of their latest update. Improved tracking analytics would also be awesome. More insight into product details or a forum for questions would be great.