The account, its people, and the deal — one record.
Companies hold the account. People hold the humans inside it. Leads point at both. Because outreach and client updates resolve their recipient through the person record, an email address is only ever entered once.
- record per account
- 1record per account
- contacts per company
- ∞contacts per company
- re-typed emails
- 0re-typed emails
Harborview Logistics
Portland, OR
People
Dana Ruiz
Operations DirectorOwen Pratt
Dispatch LeadNina Alvarez
FinanceLeads on this company
Fleet routing rollout
Closed/WonSecond depot expansion
QualifiedThe path a record actually takes.
- 01
Create the company
Name, location, and the details your team actually refers to — nothing more.
- 02
Add the people
Each contact carries their role and email. One is the primary contact for the account.
- 03
Leads attach to both
A company can carry several leads over time — a first deal, an expansion, a renewal — and each keeps its own history.
- 04
Everything downstream resolves here
Sequence sends and client update emails look up their recipient through the person record, so there is one source for an address.
One company, several deals over time.
A first project, an expansion, a renewal — each keeps its own status and history while pointing at the same company and the same people.
Pipeline by status
128 leads
Needs follow-up today
3 waitingSunrise Dental · history
Source: ReferralCall — Asked to check back after their board meeting
4d agoNote — Referred by Harborview — warm intro over email
9d agoEmail — Sent capability overview and pricing bands
12d ago
What you get.
Company records
The account view, with its people, its leads, and its projects in one place.
People records
Role, email, and which company they belong to.
Primary contact
The person client updates and outreach default to.
Multiple leads per company
Expansion deals sit alongside the original without overwriting it.
One address, everywhere
Change it once and every future send uses the new one.
Referral relationships
See which accounts introduced which other accounts.
Never rebuild the same project twice.
We set up your workspace and your first admin. Your team joins by invite, and the next deal you close arrives as a project that is already moving.
- We set up your workspace
- Your team joins by invite
- Bring the pipeline you have
Prefer to talk first?
- 01
Deal marked Closed/Won
One status change
- 02
Project, milestones, 5 tasks
Drafted from the conversation
- 03
#harborview-onboarding
Channel opened, kickoff posted
- 04
Owner notified
In-app and browser push
Every step above runs from one status change.