It's very typical to connect it with just minor additions to the fields in the New Lead/New Contact screens. Though, sometimes the customers have specific sales process related needs, which we implement with custom workflows in the app. 

For instance, when logging a call, we would include several steps that the user have to complete (attach call to opportunity/assign task to colleague/ imagination runs wild). 

Apart from call-logging, the app is highly customizable for you to collect the data that you need in the easiest way.

Some of the customization we've implemented for our clients: 

  • Customize the home screen

  • Customize the contact card

  • Customize the workflows

  • Add fields to the business card scanner 

Is there any specific customization you want for your sales team? Reach out to us at and we'll bring it to life. 

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