Manage relationships

One directory for every person and company you work with.

People and companies in one contact system, not a separate customer app and address book. Reuse carrier, TPA, vendor, and legal records, and see the history behind each one.

What you can do

Built for real relationships

Professional phone records

Multiple numbers with labels, international structure, and extensions, so office, mobile, and fax all fit.

Duplicate-aware creation

Search existing people and companies first and review likely duplicates, without blocking a legitimate second record.

Company history that's operational

Open a carrier or vendor and see every project you've run with them, not just an address.

More in Manage relationships

Better than every tool you're paying for.

Everything your CRM, camera roll, measuring app, e-sign, and spreadsheets do, on one record, done better. Give us one real job to prove it, free, and become one of our 30 founding firms.

Early access is open to a first cohort. Free onboarding, and your whole team is included.

Want the details first? See the founding-member deal →