SPECTECH
Relationship CRM
✧ Local preview · synthetic data

Relationship workspace

Accounts

Keep the relationship context without the CRM clutter.

Who matters

Accounts and people in active conversations

Add an account

Select an account

Relationship view

Account
Select a record to see its relationships.

What’s next

No follow-up selected

Keep the next action visible without a crowded task list.

Edit contact details

Opportunities

Activity

Open follow-ups

Attendees

Conversations

People

Open follow-ups

Activity

Follow-up rules

A rule runs once per opportunity when it enters its chosen stage. Business days exclude weekends, not holidays. Drafts are saved for review and never sent automatically.

Create a rule

Drafts for review

These drafts are saved in the CRM for your review. They have not been sent.

Activity timeline

Recent recorded activity and follow-ups; search results are limited to 200 records.

Custom fields

Saved views

Save the current section and search. Opportunity views also save the pipeline, stage, and idle-day filters.

Email templates

Save reusable text for review in Outlook. Templates never send email.

New template