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Quickstart CRM

Track companies, people, and interactions across your team.
Get started by copying this doc ↗️ and sharing it with your team. Then, fill in your own data below.

Add Company
Companies
Logo
Company Name
Status
Contacts
Activity
Blocks, Inc.
Chris A
Mora B
Follow-up
Phone call
Email note
Code Company
Lucy X
Onsite meeting
There are no rows in this table

Add Contact
People
Name
Company
Title
Email
Interactions
Chris A
Manager
Email note
Mora B
Engineer
Follow-up
Phone call
Lucy X
CFO
Onsite meeting
There are no rows in this table

Add Interaction
Interactions
Date
Subject
Person
Notes
4/1/2020
Follow-up
Had a great conversation! I'll follow up in 2 weeks.
4/4/2020
Onsite meeting
Held a general Q&A. Several people commented that they loved the new feature.
4/7/2020
Email note
Sent a quick note to Chris with Q4 numbers
4/16/2020
Phone call
Had a phone call with Mora
She's sending the pitch deck to her team
There are no rows in this table

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