Customers, prospects, suppliers, candidates and your own team. The People Board shows who they are, when you last spoke, what money or deals connect to them, and what should happen next.
It is built from the tools you already use, so nobody has to keep another list up to date.
Card taken today. You are charged £19 on day 8 unless you cancel. Cancel any time.
Customer, prospect, supplier, candidate or team member, with the company they belong to.
When you last emailed or heard from them, taken from your inbox rather than typed in by hand.
People you used to hear from and have not. The quote that went cold and the customer who stopped replying.
Open invoices, overdue balances and live opportunities linked to the person, so you see the whole picture before you reply.
The recent threads with them in one place, so a follow-up knows what was already said.
Who works where, who introduced whom, and which people belong to the same customer or supplier.
What Harness thinks should happen next. You decide whether it does.
No. The board is built from your connected email and accounting software. You can add notes and correct anything that is wrong.
It does the part of a CRM most small firms actually need: who, when, how much and what next. HubSpot connects today with a read-only key. Salesforce is not live yet.
Yes. Through Harness, the AI you already pay for can ask who has gone quiet or what is owed by whom, and get an answer from the board rather than a guess.
Part of Harness, alongside People, Sales, Finance, Email, Company Brain and Event Fabric.