CRM, referrals, and communication

Move contacts and leads through the practice while keeping messages, appointments, tasks, and automations attached to the work.

Verified September 5, 2026

Pipeline and people

The CRM separates people, leads, and client referrals while preserving the links between them. Admins see the firm-wide dashboard; preparers see records allowed by their assignment and role.

CRM DashboardFirm adminReview practice-wide pipeline activity and CRM shortcuts./crm/dashboard/ContactsFirm admin and preparerSearch clients and open the complete contact record./apps/contacts/LeadsFirm admin and preparerTrack, assign, and progress prospective clients./crm/leads/Client NotesFirm admin and preparerKeep role-scoped notes attached to client work./crm/notes/Client ReferralsFirm admin and clientAdmins review firm referral records; clients share and track their own referrals./referrals/

Messages and calendar

Messages combines in-app conversations and text messages in one inbox. Unmatched phone numbers remain separate until staff can safely associate them with the correct person.

MessagesFirm adminStart and manage in-app and SMS conversations, including unmatched texts./messages/CalendarFirm admin and preparerSchedule, confirm, reschedule, complete, or cancel appointments./crm/appointments/

Automation and tasks

Automations use explicit triggers and actions. Draft and review the workflow, publish a version, then use traces and governance controls to understand what ran.

Workflows & AutomationsFirm adminBuild, version, publish, trace, and govern event-driven workflows./automations/To-Do ListsFirm adminTrack practical follow-up work that still needs a person./apps/to-do-list/