A lightweight CRM for executive coaches and peer-advisory facilitators.
Track prospects and referral sources, log conversations, hand off introductions to other advisors, and keep your roster organized, all without the friction of full-blown sales software.
Currently invite-only during private alpha.
Auto-logged email and text
BCC, forward, or screenshot a thread to one address; The Baton matches the person and logs the activity. No manual entry, no copy-paste.
Handoffs that close the loop
Refer a prospect to a peer advisor in one step. The Baton drafts the intro, tracks the handoff, and reminds you to follow up, even if the receiving advisor isn't a The Baton user yet.
What's inside
- Smart Paste extracts contact fields from an email signature or LinkedIn snippet using AI.
- Daily email digest of overdue follow-ups, due-today, and upcoming touchpoints.
- Per-contact cadence.
- Activity log per person with channel-aware summaries.
- Import roster PDFs and CSVs in one pass; export your data any time.
- Mobile-first design that works on your phone the same way it works on the desktop.
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