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Data

Every customer. The whole story.

One record for every relationship: details, conversations, deals, invoices, and work, shared by your team and the AI working with them.

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Sound familiar? Not anymore.

Customer details scattered across six toolsOne record with the whole relationship
“Can you forward me that thread?”Email and activity on the record
AI that guesses because it can’t see your dataNash works from the same records you do

1FIND ANYTHING

One search for everything.

Records, people, email, invoices, and documents from one search box. Press ⌘K from anywhere.

2TIMELINE

Every conversation on the record.

Email, calls, meetings, tasks, and automations land on the timeline, so the next person starts informed.

3MODEL IT

Shaped around how you work.

Add modules with 25+ field types, references, formulas, and rollups. Or describe what you need and Nash builds the module.

4VIEWS

The same data, the right view.

List, board, calendar, and map, with saved filters for each team.

5ACCESS

Shared by default. Private when it matters.

Roles and module-level permissions decide who sees what, private records stay private, and AI agents follow the same rules.

A system of record your team will use.

RelationshipsReferences and related lists between any modules. TimelineEmail, meetings, calls, tasks, and automations. SearchRecords, email, invoices, and documents in one place. Custom modulesTrack anything, or ask Nash to build it. ViewsList, board, calendar, and map. ImportBring spreadsheets in and map the columns. PermissionsRoles, module actions, and private records. API and MCPYour data, from code and your AI tools.

Keep going Across the platform.

PRODUCTCustom CRMModel the way your business works.Explore PLATFORMWorkflowsGive good data a next step.Explore PLATFORMReportingSee where things stand.Explore

Context your team can actually use.

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Free plan · No credit card