For consultants & freelancers

Client CRM

Run your client work out of notes instead of a heavy CRM. One note per client plus a log per meeting, and the Engine keeps a living page per client: decisions, open items, and recent changes, so you are up to speed in three minutes.

What you start with

• Client: [name] - overview & goals
• Meeting: [client] - [date]
• Meeting: [client] - [date]
• Action items: [client]
• Ideas & opportunities: [client]

That is five notes - enough for the Knowledge Engine to start connecting them.