WHITE-GLOVE PLANNING

Estate
Planning
CRM

Track relationships, meeting artifacts, and follow-ups. Import transcripts, review activity history, and keep drafts organized per client.

Workflow

CRM is where you manage the relationship: track activities, follow-ups, transcripts, and saved drafts for each client. Import transcripts first, then review the timeline to understand engagement health.

CRM workspace

CRM & Contacts

Find a client fast, track activity history, and keep transcripts + drafts tied to the relationship.

Overview

Dashboard

Google Calendar Not connected Set up OAuth

Overdue follow-ups

Pipeline

Contacts

Reset

Track leads, prospects, and engaged clients with a clear intake pipeline.

Search

Type

Stage

Follow-ups

Sort

Name	Type	Stage	Source	Next follow-up	Last contact	Added
Jerry B. Frugal Favorite Advisor	Lead	New	CPA / financial advisor	2026-04-08 13:00	2026-04-08	2026-04-08
Jane Doe	Lead	New	—	—	—	2026-04-07
Test Person vang corporation	Client	Closed — engaged client	Website / intake form	2026-04-12 10:37	2026-04-22	2026-04-07

Create

New contact

Add a lead, prospect, or client record.

Full name

Company (optional)

Email

Phone

Type

Pipeline stage

Lead source

Next follow-up (optional)

Notes