Product / Track / People (CRM)

A CRM for the people behind the quotes.

Every finding belongs to a person. The CRM keeps who you want to talk to, who replied, who is booked, and who you owe a follow-up, next to what they said.

People
Aisha Rahmanpractice managerfollow-up owed
Ben Okaforclinic ownerbooked · Thu
Grace Lindqvistsalon ownerreplied
Marco Vitalerestaurant ownerto contact

What the CRM does.

A recruiting pipeline

Sourced, contacted, replied, booked, interviewed, followed up. Move people along; see where the funnel leaks.

Their evidence, in one place

Open a person and see every quote they gave you across every project, with strength scores.

Commitments become tasks

When you promise someone a summary on a call, Narrera hears it and creates the follow-up.

Import

Start from what you have.

Import a CSV, forward an email thread, or add people as you go. Narrera matches on email and name and never creates duplicates silently.

  • CSV import with column mapping
  • Automatic matching from forwarded email
  • Tags and custom fields
Follow-ups
Send Aisha the summary she asked fordue Thu · from Source 14owed
Book Ben's second calldue Friowed
Ask Grace for the rota spreadsheetdone Mondone
Thank-you note · Marcodone Tuedone

Start with one belief.

Sign up, write the sentence, and Narrera writes your first ten questions. The notetaker joins your next call.