CRM timeline

What it is

Every contact, team and organisation has one page that answers "what has actually happened with these people?". The meeting you wrote up last month, the call you had this morning, the follow-up you still owe them, and the real email threads that go with all of it, in one list, newest first.

Notes are typed by you. Emails are read live from the mailbox you connected, so replies that arrive later show up on the timeline without anyone forwarding anything. Nothing is copied into a second system: the conversation lives where it always did, it is just visible next to the record it is about.

Using it

Log a contact point. Open a contact (or a team, from your organisation) and type in the box at the top of the timeline. That is the whole requirement. The rest of the row (note / meeting / call / follow-up, and the date) appears once you start writing, and a plain note filed as of now needs neither. ⌘/Ctrl + Enter saves.

Chase something later. Choose "Follow-up", set a due date, and it stays on the timeline marked open until you tick it off. Overdue ones are flagged.

Keep the important thing at the top. Pin any note (⋯ → Pin) and it stays above the chronological list. The "always read this before you call them" note.

See the emails. With a mailbox connected, threads with this person render in the timeline: expand one to read it, reply straight from the page, or open it in Gmail for attachments and forwarding. "New email" starts a fresh conversation that attaches itself, so the replies come back here.

Pull in a conversation that started in your inbox. Press "Find earlier emails with …" and attach any thread we find. Detaching later removes it from the page and leaves the mail itself untouched.

Write it in markdown. Entries render formatted. A pasted meeting write-up keeps its headings, bold and lists instead of showing raw asterisks. Turn it off per person under Display → "Render markdown" if you would rather read the source.

Dating an entry is one click. The composer has one date button: for a note it is when it happened (backdating a write-up is the common case), for a follow-up it is when it is due. Its popover carries Now / Today / Tomorrow / Next week, so you only open the calendar for an actual odd date. Leave it alone and the entry is filed as of now. An entry already on the timeline can be moved with ⋯ → "Move to now".

Narrow a long history. Search the timeline, and use Filter to keep one kind (notes, calls, meetings, follow-ups, emails), only open follow-ups, or. On /admin, only staff-only entries. Display sets the order, density, whether the author and kind badge show, and whether entries group under day headings. Those preferences are yours and follow you to every record; the filters are per visit.

Send someone straight to one entry. ⋯ → "Copy link" gives a URL that reopens the record on the timeline with that entry highlighted and scrolled to.

See everyone you still owe something. "Follow-ups" in the toolbar on your leads page opens a panel listing every open follow-up across all your records at once, grouped by the person or record it belongs to, so an action plan you agreed in a meeting does not sit buried on one contact's timeline. Filter to overdue or the next seven days, or to the ones you wrote yourself, and tick items off from the panel.

Book the next call from the record. "Schedule meeting" in the panel header writes the event to one of your own connected calendars (Google or Outlook), lets the provider mint the Meet or Teams link and mail the invite, and drops a meeting entry with the join link on the timeline. The record's address is pre-selected as the guest; untick it, or pick a different calendar, length or agenda, before booking. With no calendar connected the dialog links you to Account → Availability instead.

No mailbox connected yet? You still get one click to the conversation: "Search Gmail for …" (or Outlook, Yahoo, Proton) opens your own mailbox with the person's address already searched.