Feature
Log Calls & Meetings
A relationship-first CRM should always be able to answer one question: when did we last talk to them, and how did it go? Log every call and meeting as a first-class activity, right on the contact timeline, in chronological order, next to the emails, payments, and deals.
Every log captures…
- Type — call or meeting
- Direction — inbound or outbound
- Outcome — left voicemail, booked demo, not interested…
- When it happened — back-date a call you made this morning
- A free-text note of what was discussed
One-click follow-up task
The natural next step after a call is the next step. Tick "create a follow-up task" while you log, and it lands on the Tasks tab and your daily reminder digest, with no context switch. Logged activities also get their own filter on the timeline, so you can see just the calls and meetings. Included free on every plan.