Chuck Peters · Strategic Advisory
Move engagements across a pipeline you control, keep every client and follow-up in one place, and pull in email, meetings and files from Google Workspace automatically.
Drag deals between stages. Rename, reorder, add or retire columns whenever your process changes.
One record per person, with their company, deals, tasks and full history attached.
Gmail threads land on the matching contact so you always see the last conversation.
Calendar events and Drive files show up right where the deal lives.