People & Companies.
Every person and company in one unified CRM — clients, contacts, prospects, and networking connections from CardDesk. Brand context, goals, services, and the full history of every conversation and project.
What you get
Unified view of clients, contacts, and prospects
Full conversation and project history per contact
Brand context and goals per client
CardDesk networking connections integrated
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Drops you straight into the relevant screen with sample data.
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Included in every Earnest plan. No feature gates.
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