Prospect and qualify leads faster than ever. Focus your energy on what’s important: building and developing productive relationships with your leads.
View all your leads in one view
Create fully customizable sheets based on your unique Salesforce usage. See all your data in one place. No more tabbing through dozens of Salesforce screens or opening up records one at a time.
Manage private notes from calls and meetings
Create private notes that do not sync back to Salesforce, so you can link all relevant information back to the correct records without needing to use external applications like Evernote or Google Sheets.
Have more questions? Please contact our People.ai Support here.