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Unified CRM history

Search customer history across inquiry, booking, application & event channels in one CRM screen. Unified timeline automa

From $2,850

Overview

Merge customer activity from all your forms into one timeline. Search by name or email to see inquiries, bookings, and event entries at a glance.

Key features

Who it’s for

Live demo

See how it works in the demos below.

CRM demo

FAQ

Q. Standalone purchase?

A. Yes—but works best with at least one intake channel feeding data.

Q. Sync to HubSpot/Salesforce?

A. Not included; API integration quoted separately.

Q. Excel export?

A. Available as a custom add-on.