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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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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.

Generate proposal

Cover details
Pricing (as it should read on the signature page)
Send to (signer)
Sending routes the filled proposal to the client for a legally-binding e-signature. The signed PDF returns to the Signatures tab automatically. Use Download preview to review the document first without sending.

Add Contact

One person can be linked to multiple companies. Mark one as primary (their home company). Per-company role is optional.

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.