Activity & Notes
Consulting CRM moduleRecord every customer touch as an activity — visit, call, email, meeting — and keep context with structured notes. The chronological feed shows the whole history.
Product preview
Activity log
Chronological feed
Meeting — proposal pitchToday
Call — info requestYesterday
Visit — site review3 days
Activity type
Call40%
Meeting35%
Visit25%
Example scenario
Example scenario
History in one feed
A new consultant read the entire contact history of a handed-over company from the chronological feed and grasped the context in minutes.
- 5 min
- handover time
- 100%
- contact recorded
- 0
- lost context
FAQ
Questions about this feature
Activity & Notes
Can I log activity for an unregistered company?
Yes; you can keep activity records for a company without a customer card yet.
Are notes free text?
Notes are kept structured, with title and content fields, so they stay searchable.
Do activities show in reports?
Yes; activity type and volume feed consultant performance in reports.
Other features
Pipeline
Drag-and-drop stage management: first touch → outcome.
Customers
Company card, sector, consultant assignment, estimated grant/fee.
Tasks & Agenda
Customer-linked tasks and an appointment calendar.
Reports
Conversion, pipeline distribution, consultant performance.
Cost quotes
Consulting fee proposal documents.
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