A useful first step.
Then a place to build on it.

Start with a question you want to answer about your customers.

  1. 1. Choose a starting point
  2. 2. Review your findings
  3. 3. Create your workspace

Check a customer list

Bring a CSV from your spreadsheet, CRM or warehouse. Map the columns and get a downloadable action list.

Check my CSV

Up to 1,000 rows per check. Your CSV stays in this browser.

Start a clean workspace

Add your first customer and observation. Build your picture a conversation at a time.

Want to explore first? Try an example opportunity check or open the full POC demo.