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Complete timeline of every customer touchpoint. Emails, calls, meetings, notes, and more - all organized chronologically for instant context.
Interaction History creates a complete, searchable timeline of every touchpoint with each customer. Every email sent and received, every phone call logged, every meeting scheduled, and every note captured appears in chronological order. Click any interaction to see full details. No more hunting through email archives or asking teammates what happened.
Automatic email sync captures all correspondence without manual logging. When a team member emails a contact, that message appears in the timeline instantly. Replies, forwards, and attachments are all preserved for future reference. Integration with Gmail, Outlook, and other email providers makes this completely hands-free.
Call logging captures who spoke to whom, when, for how long, and what was discussed. Manual call logs let reps add notes after conversations. Automatic call tracking via phone system integration logs calls without any user action required. Recordings and transcriptions attach to call records for complete context.
Meeting notes and outcomes sync from calendar integrations. When a meeting ends, the system prompts for a quick summary and next steps. These notes become part of the permanent interaction record, searchable and accessible to the entire team. Never forget what was promised or agreed upon in customer conversations.
Advanced search and filtering help you find exactly what you need from years of interaction history. Search by date range, interaction type, team member, or keywords. Filter to show only emails, only calls, or only notes. Export interaction histories for compliance, auditing, or analysis purposes. Your customer data becomes a valuable knowledge base instead of scattered records.
Every email automatically logged and searchable. Full thread context with attachments preserved forever.
Log calls manually or automatically. Attach recordings and transcriptions for perfect recall.
See everything that happened with a contact in order. Understand the full relationship at a glance.
Find any past interaction in seconds. Search by keyword, date, person, or interaction type.
New reps get instant context on every customer. Complete interaction history available from day one.
When customers escalate issues, see exactly what was promised and what went wrong by reviewing full history.
Prepare for renewal discussions by reviewing the entire customer relationship. Understand what value they have received.
Maintain complete records for regulatory compliance. Export interaction histories for audit purposes.
Automatic email capture
Call logging and recording
Meeting notes and summaries
Manual note creation
Chronological timeline view
Advanced search and filters
Interaction type filtering
Export capabilities
Mobile access to history
Team visibility controls
Three steps. You approve each one. We do the work.
We audit. You approve.
We map how your business runs today, define what interaction history needs to do, and quote a fixed price. Nothing starts until you sign off on the plan.
Delivered in 30 days.
We build interaction history in code and accounts registered to your business, connect it to the tools you already use, and send a written progress update every week.
We run it. You own it.
After launch we host, monitor, and tune it under the $79/month Care Plan or a monthly retainer. You approve every customer-facing change.
Real projects, client names withheld for privacy.
A Denver marketing agency was paying for a CRM, an email tool, a calendar app, a project tracker, a doc signer, and four others. We shipped a single Next.js + Postgres CRM that owned every workflow they previously rented. They cut tooling spend significantly in month one and own the source code.
A home services founder was missing after-hours leads to voicemail. We built a voice AI agent tied to their CRM and calendar. Inbound calls now get qualified, scheduled, and logged before the founder wakes up, no human receptionist on payroll.
A consulting firm needed a new site, a CRM, a payments stack, and social systems, and a 6-week runway before their next campaign. We shipped all four on a single Next.js codebase. Site, CRM, automations, and payments live on day 42.
Pay 50% to start and 50% at launch, delivered in 30 days, then $79/month to keep it running.
$1,750 deposit to start
$4,750 deposit to start
$8,750 deposit to start
30-day Milestone Guarantee: miss the first milestone and your deposit comes back.
Compare every packageUnified interaction history is part of the $17,500 Full Stack + Social + CRM package, where every call, text, email, chat, and meeting logs to the contact automatically. Connecting your existing channels to a CRM you already own starts at $3,500. Maintaining the integrations is covered by a $1,500 to $6,000 monthly retainer.
Inbound and outbound calls with recordings and transcripts, texts, emails sent and received, website chat sessions, form submissions, appointments, invoices, and notes from your team. Each one is time-stamped on the contact timeline, so anyone opening a record sees the entire relationship without asking a colleague.
Yes. The CRM is mobile-friendly, so a technician or rep can pull up a customer in the driveway and see the last call, the quote that was sent, and any open complaints. Notes and photos added from the phone appear on the timeline instantly for the office team.
Interaction history is delivered in 30 days. We inventory your communication channels, connect phone, email, chat, and scheduling to the CRM, import historical records where available, and verify that every channel logs correctly before your team relies on it.
Yes. Recordings, transcripts, emails, and notes are stored in accounts registered to your business and remain yours, and the integrations transfer to you once the build is paid in full. The 30-day Milestone Guarantee covers the build, and your complete history exports in standard formats at any time.
Join teams maintaining complete interaction records with automated history tracking.
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