Every part below reads and writes the same database file on your disk, so a reply in the inbox moves the deal, a question on a zone lands on the account, and a report is a query rather than an export.
youdou’s features all read and write the same database file on your disk: companies, contacts, leads and deals with a weighted forecast and saved views; custom record types and packs; a threaded inbox for Gmail and Outlook; email sequences, scheduling and tracking; Zones (deal rooms and portals); events; prospecting and enrichment; a rules engine; and AI grounded in your own records. Because everything shares one file, a reply in the inbox moves the deal, a question on a zone lands on the account, and a report is a query rather than an export.
Companies, contacts, leads and deals ship ready. Everything else — properties and escrows, policies and renewals, patients and referrals, quotes — you model as its own entity, first-class on every page, card and pipeline.
Gmail and Outlook read into one place. Every message, attachment and participant sits on one conversation, bucketed by account, so you open a company and the whole correspondence is already there.
Templates, sequences and scheduling with the deliverability work done properly — and a rule the whole app keeps: nothing goes out without you pressing send, or scheduling it on purpose.
Multi-step, per-person, paused on a reply. Enroll from any grid or list; see every step and its send time on the record.
Every queued email sits in Scheduled Emails, paused, where you can read it, edit it or drop it before it goes.
Open and click tracking on your own domain, one-click unsubscribe (RFC 8058), bounce recovery, an alias to send as.
Your own wording, with fields filled from the record. Clip a page, a signature or an address into the right record from anywhere.
Send through the account you already have. App password or OAuth; the credential is sealed at rest on your machine.
Who opened, who clicked, what bounced — on the record, on the dashboard, and as a trigger for automations.
A branded room for a prospect, a customer or a partner, with the engagement story behind it. Events with registration pages. Shared accounts with a teammate, in and out.
Plan, pricing, documents, video, Q&A and chat on a page you build in the app and publish in one click.
Zones →Who opened what and for how long, live presence, a daily digest, and questions that land on the account as a signal.
How it reads →A registration page, invites, check-in, and everyone who came filed as a person on the right account.
Events →Drafts, briefs, summaries and reports are written from your own records and your own mail — never from a model’s imagination of your customer. You choose where it runs.
An account brief before the call, written from the site, the news, the thread and what you have on file — with what it read cited.
Domains, logos, people and roles from a name or an email; a signature harvested into a contact; a LinkedIn page clipped in.
Lighthouse and page-speed reads on a prospect’s site, filed on the account, so the opener is a fact and not a guess.
A call detected as it starts, matched to the calendar, its roster read from the screen, and logged as having happened.
The Mapper slices your book to a state or three; Next moves says where you have accounts and no contacts.
Gmail, Outlook, Salesforce, HubSpot, Lighthouse, your desktop — pulled in to your file, never pooled in a cloud.
Integrations →Companies, contacts, leads and deals ship ready. Anything else — properties and escrows, policies and renewals, patients and referrals, quotes — you model as your own entity, first-class on every page, card and pipeline, or install a pack that brings a whole field’s records at once.
Yes: a kanban by stage, value and probability, a weighted forecast, a Next moves list drawn from your own data, and saved views (filter, sort, group, columns) on every grid.
Yes. Accounts, contacts and opportunities import from Salesforce or HubSpot exports, and any spreadsheet can be imported into any record type.
Reports know your fields: pick a record type, its fields and the fields of what it points at, a date window, and get a table — or ask the built-in chat for it in plain language.
Merge by the key that matters — an address, a phone number, an email — with a preview of what folds into what before you confirm.
Yes. Mapper shows every record with a location by state, territory or city on a drawn map that fetches nothing, or on a live Apple Maps view when you switch that on.
If you mean one place for accounts, contacts, a pipeline and every email with them — yes, that is what it does, and people searching for a local-first or desktop CRM usually land here. We do not use the word ourselves, because it has come to mean a copy of your book of business in a vendor’s cloud, priced per seat. youdou keeps that book in a file on your machine.
Paid tiers add hosting and sharing. The app, the records, the inbox and the AI with your own key are yours from the first download.