Feature Requests

Being able to populate Hubspot or other CRM automatically with intelligence from Rolodex

Give a summary of how the team connection knows the person. Prevents the user to pin teammate to understand relationship.

Be able to attach files to a company or contact (custom field or note

Being able to create a follow up task directly from notes. When a note is created the user can create a task set for 1 week, 2 weeks, 1 month, 3 months directly in the "Add note" modal.