Win work

Network

See organizations and people in context so you know who to nurture and who to pursue next.

Keep clients, prospects, consultants, and collaborators in one place. Import connections, organize by relationship, and see who needs attention before opportunities go cold.

Open workspace

01Capabilities

Everything you need

Built for review and follow-through—not a passive database.

01.1

Build the relationship record

Start by getting firms, people, categories, and relationship notes out of scattered files and into a workspace your next touch can use.

Track organizations and people together so a client, prospect, consultant, or referral source is not split across tools
Import contacts from CSV or supported LinkedIn-style exports without forcing a CRM migration first
Categorize relationships by how they matter to business development, not by a generic sales taxonomy

01.2

Keep context close to the work

Use relationship context beside pursuits, tasks, and follow-up so every conversation starts with what already happened.

See notes, relationship type, and relevant workspace activity before reaching out
Connect contacts to projects, pursuits, and next steps instead of leaving them as static records
Use Chrome extension touchpoints while browsing LinkedIn or email where supported

01.3

Know who needs attention

Turn the network into a lightweight operating rhythm for staying top of mind with the people who can send work.

Spot relationships that need a next touch before they go cold
Prepare outreach with reviewed context rather than starting from a blank profile
Keep suggestions human-reviewed so the product supports judgment instead of pretending to replace it

Next steps