Team members trawl through emails, Word docs, PDFs and Excel files to find past review notes. Or - a worse-case scenario - you have to rely on your memory!

You know you should send out personalized agendas but there’s no easy way to collaborate. That’s why agendas often languish in a team member’s draft email folder. Or you resort to generic agendas - not a good look to clients.

Taking notes on a yellow pad or into Evernote means crucial information often doesn’t make it into your CRM.

Hand-offs are difficult - especially if you have a remote team. Clients may not receive their follow up for days - that’s if they even get them at all!

No more having to comb through endless docs and emails. You can search instantly within all your client meeting notes and find that needle in a haystack - in seconds.

Centralized agenda drafting means your entire team can add topics for discussion. No crucial information gets lost in the process and clients get personalized agendas in a couple of clicks.

The built-in digital notepad links directly to your client and appointment. At last, all your meeting notes accessible via just one app.

Instant hand-offs are the new normal. When you press “delegate” on your digital notepad your team is instantly notified. Using built-in capability, you can generate follow-ups in minutes.