Features
Internal team notes
Private notes scoped to your company, hidden from clients and everyone else on the deal.
What you get
The short version
Visible only to active staff at your company who are also members of that workspace, and the banner at the top says so.
Sits on a tab in the same workspace as the client-facing conversation, not in a separate tool.
Paste screenshots straight into the composer to attach them.
Privacy is enforced at the database layer, not just hidden in the interface.
More features
The rest of the platform
Ready to see it in action?
Tell us who you are and we'll point you at the right starting place. Or watch a 2-minute walkthrough.