Who

Network

Clients, prospects, consultants, and collaborators in one place before you reach out.

Keep clients, prospects, consultants, and collaborators in one place. Import connections where supported, organize by relationship, and review context before the next touch. Updates stay reviewable so principals can see what was enriched versus what a teammate confirmed.

Book a demo

01Capabilities

Who matters, in one workspace

Built for review and follow-through, not a passive database.

01.1

Build the relationship record

Start by getting firms, people, categories, and relationship notes out of scattered files and into a workspace your next touch can use.

Track organizations and people together so a client, prospect, consultant, or referral source is not split across tools
Import contacts from CSV or supported LinkedIn-style exports without forcing a CRM migration first
Categorize relationships by how they matter to business development, not by a generic sales taxonomy

01.2

Keep context close to the work

Use relationship context beside pursuits, tasks, and follow-up so every conversation starts with what already happened.

See notes, relationship type, and relevant workspace activity before reaching out
Connect contacts to projects, pursuits, and next steps instead of leaving them as static records
Use Chrome extension touchpoints while browsing LinkedIn or email where supported

01.3

Enrich without losing trust

Refresh people and organizations from imports and enrichment, then review what changed before anyone treats it as fact.

See what was automated versus what a teammate confirmed
Avoid silent overwrites that break trust in the relationship record
Spot stale records before an opportunity goes cold, then prepare outreach with reviewed context