Known Quantity

Know every client before you walk in.

• After a meeting, talk for a minute — your notes are written up and filed under that client.
• Before the next one, see everything you know about them at a glance.
• Mention a follow-up and it’s pulled out for you — pick the day and add it to your Google Calendar in one tap.

Sign in with Google. We use your calendar only to create the reminders you ask for and to match notes to your meetings.