One-click logging
Logging should be cheaper than forgetting. Pick the activity type, jot what happened, and it's on the record — with direction for calls and emails, and duration for calls, when you want that detail.
- Notes, calls, emails, and meetings
- Inbound/outbound direction and call duration
- Log from the contact, the deal, or both
A single chronological story
Activities, from first touch to closed deal, read top-to-bottom in one timeline. No more piecing together what happened from a spreadsheet column, a notes app, and someone's memory.
- Unified timeline on contacts and deals
- Timestamped and attributed to the teammate who logged it
- History survives even when linked records change
Shared by the whole team
Because the timeline lives on the organization's records — not in personal notebooks — a colleague can cover your accounts without a handoff meeting. Who said what, and when, is right there.
- Every teammate sees the same history
- Cover for each other without a briefing
- New hires read the relationship, not a summary of it
Activity timeline — questions
- What activity types can I log?
- Notes, calls, emails, and meetings. Calls and emails record direction (inbound or outbound), and calls can record a duration.
- Can I see activity for a deal separately from the contact?
- Yes — activities can attach to a contact, a deal, or both, and each record shows its own timeline.
- Is activity logging limited on the free plan?
- No. Unlimited activity logging is part of the free product — which is the only product.