Key Features at a Glance
Key Contacts: Know Who Matters
- Flag your most important contacts at each company for quick access.
- When you work with large teams but only speak with a few, mark those individuals as key contacts.
- Define each relationship so everyone knows why these contacts are critical.
Health Status: Measure Relationship Strength
- Group customers by their perceived ‘health’—think likelihood to renew, expand, or refer.
- Track health changes over time to spot trends and potential risks.
- Instantly see how much of your customer base is in good shape.
Revenue Types: See Where Your Money Comes From
- Categorize deals by revenue type—such as new, expansion, project, or recurring.
- Get a quick snapshot of how each customer contributes to your bottom line.
- Understand whether revenue is coming from initial deals or new opportunities.
Milestones: Keep Projects on Track
- Organize key checkpoints in your customer’s journey as Milestones.
- Highlight important dates like Pitch Presentations, Renewals, or Go-Lives.
- Invite team members as Milestone Collaborators to manage tasks and events.
- Pin milestone dates to the Company Details section or set reminders to avoid missing any deadlines.
Quick Takeaways
- Use Key Contacts to focus on your most valuable relationships.
- Health Status helps you prioritize outreach and support.
- Revenue Types and Milestones keep you informed and on schedule.