United States · Walnut Creek, CA, USA
Software · Health
1 - 10 employees
We help busy professionals in sales and post-sales have a more efficient way to manage all the moving pieces. Today, sales and post-sales teams spend 80%+ of their time in meetings. No one is actually using their CRM...most folks have a secret hacky notebook where they try to manage all the chaos across their customers. It's hard to stay on top of what's happening. We forget things, new teammates struggle to onboard, relationship handoffs fall through the cracks, best practices never get adopted, and relationships get forgotten. We're solving that with the simplest workflow solution for busy professionals who manage B2B relationships.Something looks off?