A lightweight CRM for executive coaches and peer-advisory facilitators.
Track prospects and referral sources, log conversations, track handoffs to colleagues, and keep your pipeline organized, all without the friction of full-blown sales software.
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Auto-logged email
BCC or forward an email to one address, and The Baton matches the person and logs the activity.
Handoffs that close the loop
Introducing a prospect to one or more colleagues? Track each one from the first ask to the introduction to whether the prospect joined.
What's inside
- Paste an email signature or LinkedIn profile, and Smart Paste fills in the contact.
- Get a daily email of who's overdue, due today, and coming up.
- Set how often to follow up with each person, and The Baton schedules the next touch.
- See every email, call, and note with a person in one timeline.
- Import roster PDFs and CSV files in one pass, and export your data any time.
- Track handoffs to colleagues, from the first ask to a prospect who joins.
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