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Craig
Owner / Sales
C
Notifications Mark all read

New Task / Reminder

Quick Add - get data in fast

Pick how you want to add a deal, contact, or note. ExactPay turns each one into structured CRM records for you.

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Meeting recording
Drop a Zoom/phone recording. The agent writes the notes & tasks.
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Data scrape
Paste a website or list. The agent enriches & de-dupes.
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Text the agent
Out in the field? Text the details - it files them for you.
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Upload list / Excel
Bulk-import a partner referral list. The agent parses, de-dupes & merges.
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Your agent's text line
Text a note like “Met a prospect today, wants payroll + 401k, follow up Tuesday”
(NNN) NNN‑XXXX
- or -

Bulk import - partner referral list

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CRM Workspace
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Email is your sign-in ID and can't be changed here.
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Add Company

Send for signature

No PDF chosen
PDF only, up to 5.5 MB. The signer receives an email with a secure signing link; the signed PDF returns here automatically.

Add Contact

Tag a referred company

Pick a company this partner referred. Commission is tracked on the companies tagged here.

Edit Relationships

The centers of influence and advisors around this company. A name entered here links to its center-of-influence record when one exists.

Email preview

Load a lead list

Paste Craig's lead rows as CSV (or use the sample). They land in the Loaded column, de-duped on email. TODO(import): production reads Craig's uploaded .xlsx directly — this demo parses pasted CSV.