Contact notes you can find again.
Write down what you discussed and keep it with the person, not in a separate notebook.
Your people. Your context. Your next move.
Good relationships.
Great follow-through.
Remember the conversation. Know what comes next.
Bring your people, notes, and AI-assisted follow-ups together.
One place for your people. A clear plan for your day.
Workspace / TodayInteractive demo · Sample data
A CLEARER DAY STARTS HERE
Make the next move.
A few thoughtful follow-ups can go a long way.
Ready for a follow-up3 next steps
Relationships in view3 people
One simple goalKeep in touch
Your next steps
JL
Send the updated proposalJordan Lee · Northstar Studio
TodayAM
Check in after the discovery callAlex Morgan · Fieldwork
TodaySR
Schedule a project kickoffSam Rivera · Good Company
TomorrowTry checking off a follow-up. Small actions, stronger relationships.
Less admin. More human.
For your network Your business Your sales team
A PERSONAL CRMContacts, notes,
Contacts, notes,
and follow-ups.
Keep track of professional conversations, then leave yourself a reminder for the next one.
For your own professional relationships.
Use it for the people you mean to follow up with, before you need a shared sales pipeline.
A reminder after the conversation.
Save the note, set the next follow-up, and open it when you are ready to write back.
FROM “I SHOULD” TO “IT’S DONE”Your next step,
Your next step,
always in sight.
A good CRM should help you do the work.
Start with a person. Keep the context.
Make the follow-up happen.
The whole story.
Not just a phone number.
Notes, conversations, and tasks live alongside each contact. Pick up where you left off, every time.
JL
Jordan LeeInterested in a spring launch.Send the updated proposal.
Know who needs
your attention.
See overdue promises, today’s follow-ups, and upcoming tasks. Spend less time deciding where to start.
Follow up on the proposalToday
Turn conversations
into opportunities.
Start with your own network. Add shared workspaces and visual deal pipelines when your business or team needs them.
New leadIn progressWon
A LITTLE HELP. STILL YOUR VOICE.You had the conversation.
You had the conversation.
Now keep it moving.
Turn a quick note into a clear recap, a short list of next steps, and a follow-up that sounds like you.
- See where each suggested task came from.
- Choose your tone or add a writing example.
- Edit and approve. You’re in control.
From note to next stepIllustrative example
“Spoke with Mike about the website. I promised to send a proposal. Mike will share the launch brief.”
Your next stepPrepare the website proposalMike’s next step: share the launch brief
A draft in your voiceNothing sent
Hey Mike — great catching up. I’ll put together the website proposal. Could you send over the launch brief so I can tailor it to your plans?
Sample drafts. In your workspace, Luma uses the note you provide.AT YOUR DESK. BETWEEN MEETINGS.Your relationships
Your relationships
don’t stay at a desk.
Open MayoCRM in your phone’s browser to look up a contact, capture a note, or check off a follow-up. The same workspace, wherever the day takes you.
Explore the workspace Available on the web, including mobile browsers.
MayoCRM Sample workspace
YOUR DAY, AT A GLANCEA little follow-up.
A big difference.
2people to follow up with
JL
Send Jordan the proposalToday · Northstar Studio
AM
Check in with AlexToday · Fieldwork
TodayPeopleNotes
One less thing to remember.