The CRM allows admin users, sales reps, or customer support to add important notes to customer accounts easily. You can also tag specific Locations or Contacts on the Account for better organization. Notes can be easily edited, shared, or tagged with all changes tracked and recorded in the Account’s activity log for full transparency.
Zoey Updates
Scaling B2B Operations Without Hiring More Staff
Growth feels good until it starts breaking your operations. You’re processing twice as many orders as last year. Your team
February 24, 2026
