Arrange a Demo


Interactions allows notes, documents and emails can added to a record. Interactions can be viewed in the list view next to the records they have been added too. All interactions will also appear in the Interactions subsystem.  


Meeting notes and documents can be linked to any record, making it easy to track your communications.  

All communications

Meeting Drill down to see groups of Interactions. See all of the interactions linked to a group of records.

Document Preview

Documents attached to a record can be previewed within the record. Documents are automatically index for fast retrieval.