Legacy CRM
Legacy CRM
Relationship and deal tracking built for sellers, partnership teams, and operators.
Who it is for
- • Partnership and sponsorship teams
- • Founders and operators managing deals
- • Revenue teams needing a lightweight CRM
What it does
- • Simple pipeline stages with quick updates
- • Activity logging and follow-up tasks
- • Notes and account profiles in one view
- • Reminders to keep relationships warm
- • Lean reporting for clarity, not noise
Outcomes
- • Pipeline clarity without bloat
- • Disciplined follow-up and relationship compounding
- • Shared context across sellers and operators
How it works
- 1. Set up pipelines and key accounts
- 2. Log activities and schedule follow-ups
- 3. Review pipeline and ship next actions
Ready to get started?
Pick a path and we will follow up quickly.