RE CRM

Sign in with a passkey, using your phone, face, fingerprint, or device PIN. No passwords.

Contacts

What kind of work do you do?

Pick everything that applies. The first one you pick is where the app opens; you can switch anytime from the left side.

Show these dates in your own calendar

Connect your Google account once and your contract deadlines and next steps appear in the Google Calendar app you already use, in their own "deals" calendar. They update on their own; your personal events are never touched.

Using Apple, Outlook, or another calendar app?

Copy this private link and add it in your calendar app as a subscription.

iPhone: Settings, Calendar, Accounts, "Add subscribed calendar". Outlook: Add calendar, "Subscribe from web". Keep the link private; anyone with it can see these dates.

Connect your contacts

Bring your contacts in from anywhere. Everything lands in one list, and any duplicates are flagged for you to review.

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