Assign work without losing history
Changing the owner does not require repeating research. Evaluation, notes, and interactions remain attached to the contact.
The team knows who is following up with each contact.
Bring together evaluation, stage, owner, and history so work continues without lost information.
Sales teams
Analysing the profile
✓
Shared information
Each person sees what has been done and what remains.
Evaluate
Assign
Follow up
Keep the process visible
Stages and priorities show where each prospect stands and help the team resume work.
Automate repeated tasks
Automations can update information, create reminders, and route work when something changes.
- Assign owners
- Create reminders
- Update stages
Frequently asked questions
How many people can work in the same account?
The number depends on the plan. ULTRA lets you add up to two people to the account.
Can a prospect be assigned to one person?
Yes. The team can assign owners and review the history attached to the contact.
Are automations available on every plan?
Plans have different limits for active automations and steps per flow. The pricing comparison shows current values.
Try it with your own work.
Choose a plan and use every feature for 15 days.