Making Salesforce Easy for Account Executives

Quickly Capture Notes • Spend Less Time Updating Data  
One Minute Setup • Free Forever

Simplify your Workflow

The CRM was designed to be a database, not where Account Executives live for day to day work. We've fixed that.

Setup in one minute
Take Better Notes

Keep a Clean Pipeline

Capture and Execute Tasks

SAVE TIME

2+ hours saved every day

Stop watching loading screens on Salesforce, and start spending more time with your clients. Convenient features like automatically creating notes from your Google or Outlook calendar make everything fast and intuitive.

INTUITIVE DESIGN

Salesforce how you've always wanted it to work

We all know Salesforce is a pain, and many things don't work how we want it to. We've spent a lot of time solving Salesforce's shortcomings, with features such as saving notes to multiple Salesforce records, bulk editing records, and more.

BEST PRACTICES

Designed by sales experts

Our team of sales experts spent a lot of time with our product team to build an interface that encourages best sales practices, without sacrificing on flexibility or intuitiveness. Improve your CRM hygiene and sales process without any additional work.

Pricing

You'll Love Our Free and Premium Plans

Starter
FREE
Free for life, no credit card required

1-Way Salesforce Sync
Unlimited Notes
Note Templates
Pipelines & Bulk Edit
‍Free 14-day trial of Pro
Realtime Collaboration

Professional
$25
per month (billed monthly)

Edit Records in Notes
Unlimited Pipelines
Unlimited Team Pipelines
Unlimited Note Templates
Unlimited Team Templates
All Integrations

Most popular
Business
$35
per user / month (billed monthly)

2-Way Salesforce Sync
Administrative Controls
Control User Privileges
Custom Reports
Dedicated Support

Starter
FREE
Free for life, no credit card required

1-Way Salesforce Sync
Unlimited Notes
Note Templates
Pipelines & Bulk Edit
‍Free 14-day trial of Pro
Realtime Collaboration

Professional
$20
per month (billed yearly)

Edit Records in Notes
Unlimited Pipelines
Unlimited Team Pipelines
Unlimited Note Templates
Unlimited Team Templates
All Integrations

Most popular
Business
$30
per user per month (billed annually)

2-Way Salesforce Sync
Administrative Controls
Control User Privileges
Custom Reports
Dedicated Support

Integrations

Integrated Sales Workflow

Our Salesforce and calendar integrations save on average 2+ hours per day in data entry.

Forever Free

No credit card, no obligations. You'll love it.

Well sure, I may not be your run-of-the mill sales rep. In fact, I may not even be a sales rep at all. Don't judge me, just go buy Corzo.

Jane Sanders

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John Webs

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Clara Soft