New: Call prospects, track every interaction, and see AI summaries of your customer history in one place.

• Create companies and link multiple contacts to each account.

• View a unified timeline of notes, tasks, and calls for every contact and company.

• Keep richer context with structured contact details and company-level information.

• Log call notes and meeting notes directly on the contact or company record.

• Let AI generate quick summaries so your team can get up to speed in seconds.

• See past notes, summaries, and updates in a clean, chronological history.

• Create and track tasks tied to specific contacts and companies.

• View a full activity history including notes, tasks, and calls in one place.

• Make it easy for anyone on the team to know “what happened last” with an account.

• Dial in and out from multiple registered numbers directly inside Cleave CRM.

• Log calls to the correct contact and company automatically.

• Drop pre-recorded voicemails, giving reps more time for live conversations instead of repeating the same message all day.

This update gives your team a real sales operating hub: one place to call prospects, track every interaction, and instantly understand the history of any customer or company—without bouncing between tools or digging through old notes.

Before our MVP launch in April, we’ll be polishing the new Telephony, Contacts, and Companies tools with several visual updates and usability improvements.

You can expect:

• Cleaner layouts and spacing to make timelines, notes, and tasks easier to scan, with full search functionality

• Clearer call controls and status indicators in the telephony panel

• More intuitive action buttons on contact and company records (calling, logging, assigning tasks, add to automations etc.)

• Small workflow refinements based on early user feedback

Our goal is to keep the core features exactly where you expect them, while making everything feel smoother, faster to understand, and ready for daily production use by the time we launch the MVP in April.