Keep a contact record
Save the details that help you recognize a relationship and remember how you met.
MyHappyLife.App feature guide
MyCRM
A little context goes a long way.
Organize relationships and follow-ups with contacts, notes, reminders, and your pipeline in MyCRM.
Take a closer look
Inside MyCRM
Plan your next step
Add a follow-up and keep the relevant notes alongside the contact.
Track opportunities
Use the pipeline to see where conversations stand and decide what to do next.