How it works
The complete profile combines public information, completed analyses, notes, tasks, and recorded interactions.
All contact information in one profile
Review information, analyses, history, and tasks for a prospect in one profile.
People working with potential customers
Analysing the profile
85%
Marta’s profile
Information, history, and follow-up without splitting the context.
Review information
Check history
Update follow-up
What you can do
Anyone with access can understand what has happened and continue the work without losing context.
- Review information
- Check history
- Update follow-up
Frequently asked questions
Does the profile keep its history?
Yes. Analyses, notes, tasks, and changes remain attached to the prospect.
Can my team use this feature?
Yes. The information is available to people with access to the workspace.
Try it with your own work.
Choose a plan and use every feature for 15 days.