Customer context next to the work you bill
Accounts, contacts, deals and follow-ups - sharing clients, people and projects with the rest of Timeora.
The areas
- Accounts, contacts and deals with the people responsible.
- Follow-ups that stay open until somebody completes them.
- A pipeline summary and sales activity for the period.
Last activity, not just status
- The last-activity column records when an account was last touched.
- A logged call, email or note counts; moving a deal does not.
- Email and call activity from Microsoft 365 syncs in the background when enabled.
Bring your team's work into Microsoft Teams.
Start with the free 14-day trial: every module, in your own Microsoft 365 environment.