People and stories
How Em files what you tell her and keeps each client’s story.
Tell Em what happened (type or talk)Jot or say what happened after a call or showing. Em files the details for you.How Em keeps each client's storyThe few lines at the top of every person's page, kept up to date as you add notes.When Em asks for your OKEm fills in small details herself and asks before changing anything that matters.Log a call, text, or meetingRecord how a call went in a few taps, so Today and the client's story stay current.Scan cards, sign-in sheets, and handwritten notesSnap a photo of a business card, a sign-in sheet, or a scribbled note, and Em adds the people on it.Merge duplicate contactsEm spots people who are in twice and merges them without losing any history.