Search everything
Search across contacts and organizations by name, company, notes, or history. Understands natural language (e.g. "overdue customers in Ohio") when an OpenAI key is configured in Settings, otherwise runs a plain keyword match.
Total Contacts
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Needs Follow-Up
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Past their contact-alert threshold
Events This Week
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Meetings, calls, follow-ups & more
Active Plans
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Not yet complete
My Tasks
Plan tasks assigned to you that aren't done yet.
| Task | Plan | Due |
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Upcoming Events
The next things on the calendar.
| When | Type | Title | Linked To |
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Needs Follow-Up
Contacts past their "time since last contact" alert threshold.
| Name | Type | Last Contacted | Days |
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