People & Companies.
Clients, contacts, leads, and networking connections in one People app. Filter by Active, Prospects, Inactive, or Archived; switch between table and board; and drill into any record without losing your place. Brand context, goals, services, and the full history of every conversation and project travel with each person.
What you get
Clients, Contacts, Leads, Card Desk, and Intelligence in one app
Active / Prospects / Inactive / Archived filters with table + board views
Full conversation and project history per record
Brand context and goals attached to every client
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Drops you straight into the relevant screen with sample data.
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Included in every Earnest plan. No feature gates.
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