After trying about every tool out there for CRM management for our relationships and portfolio management, this checked all the boxes. It's ability to capture meetings, calls, emails, documents and notes between teams is amazing. We have actively been using it from the early days and continue to use it today for our entire globally distributed team. Smart list creation and the fact that everything is LIVE capturing what you do allows our team to stay in touch and in tune with everything going on. The privacy settings are also a great offering allowing you to not include full details or even subject lines where certain teams do not need to see it. Excited to watch this product continue to expand.