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Conversation notes

People at this company. Use + for someone from outside it.

Deals

Choose a company to attach deals.

Tech stack

Choose a company to list what they use.


Recent notes

To-do

Notebinder

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Recent

Companies and contacts

Type a company or a person here. A company can include a domain, and a contact can include an email.

Company

    Contact

      Team

      Invite people by email to work on this client's notes. If they already have a Notebinder login, this links that account. Tag someone on a note and they get an alert.

      Members

        Invited

          Workspaces

            Clients

            Open any client to work in their notes, hours, and team. You stay signed in as support and are not added to their team. Reset password sets a new login for that client's owner. Leave it blank to generate one. The new password is shown here once.

              Connect a database

              Connect a Google Sheet of company or contact names. The sheet replaces the names already saved for this client.

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