Build the contact context
Keep the person, company and relevant notes together. Check imported fields against the records you want to use.
Topolo for Bootstrapped business founder
Bring contacts, opportunities and next actions into CRM. Start with the process that currently depends on your memory, then choose additional apps around the operational work the business actually needs.

How it works
Start with CRM for this part of the work. Verify the handoffs before extending the workflow.
Keep the person, company and relevant notes together. Check imported fields against the records you want to use.
Use deals and tasks to keep the commercial work and its next action visible.
Ask the next owner to pick up the record and explain what needs to happen next.
The suite
Start with the app that solves the immediate problem. Bring in the others when the work needs them, with access governed by each app and workspace.
Contacts, companies, opportunities and the tasks that keep a relationship moving.
OpenOrganisation identity, roles, scoped credentials and workspace access.
OpenApproved identity, assets, voice and claims in a published brand kit.
OpenPublished app actions connected into a workflow you can inspect.
OpenVersioned AI agents with evaluations, approvals and accountable runs.
OpenVersioned documents, organised spaces, search and cited answers.
OpenUseful questions for choosing the right starting point.
Bring contacts, opportunities and next actions into CRM. Start with the process that currently depends on your memory, then choose additional apps around the operational work the business actually needs.
Start with the workflow above and compare the result with your current process. Check the relevant app access, supported inputs and handoffs before bringing more work into the suite.
Use the current pricing page to review plan terms. For a workflow spanning several apps, discuss the access and operational requirements in a demo before choosing the setup.
Check the product, review the details or talk through your next workflow.
See the CRM workspace and its current availability.
OpenSee the available capabilities and how they work.
OpenFind another starting point for your business or role.
OpenReview current plan terms and the apps your workflow needs.
OpenTalk through the process and requirements you want to evaluate.
OpenSee how this workflow fits your small operating business work. Review the apps or book a demo around the process you want to improve.