Records, links and notes, kept together.

Pin the deals, contacts, links and notes you keep coming back to, and keep everything about one customer in one collection. A pinned deal always shows where the deal is today, not where it was when you pinned it.

Needs youFour things, from four departmentsTwo are todayOpen
PeopleLeave, 3 daysyour report
FinancePast 30 daysone invoice
DocumentsYour signaturea fit-out contract
ExpensesAED 620waiting on you
A queue, not a chart deck.
The first screenFour departments, one queue, all of it waiting on you

A leave request, an overdue invoice, a contract needing a signature and an expense claim. Four systems everywhere else. One list here, because they are four rows in one database.

What you see

Your collections, with one bar to add anything.

Paste a link, search for a record or type a note, all from the same bar. Every pinned record shows its current status, so what you see is always up to date.

NearSyncWorkspacePinsSearch, plan and askKAll hubs
Paste a link, search a record, or just type a note

The spark is decoration. Typing runs a record search; pasting runs a link preview. No model is involved in either.

Records

Cedar Buildpinned at QualifiedDealWon
Fit-out, Tower 2pinned last TuesdayContractAwaiting signature
Invoice 2041pinned when it was currentInvoicePast 30 days

Links

Schedule of rates, revision 4from the supplier siteLinkPreview fetched
Municipality fee tablesaved in MarchLinkPreview fetched

Notes

What Priya said about the handover windowpersonalNoteYours

Every record pin stores a reference, not a copy. The state on the right is read when you open the pin, so nothing here can be out of date.

A pinned deal always shows where the deal is now.

Live pins

Pins keep themselves up to date.

Because everything you pin lives in NearSync, a pin always shows the latest version. Pin a deal at one stage and the pin moves with the deal, without you touching it.

  • Pin a deal, a contact, an invoice, a document or a meeting
  • See its current status, however long ago you pinned it
  • Open the full record from the pin in one click
  • Never tidy up stale bookmarks; a pin cannot go out of date
Cedar BuildPinned
Pinned atQualified
Says nowWon
Updated byNobody
StoredAs a reference
Resolved on read
FrozenNever
Out of dateCannot be
One databaseso the pin and the deal are the same row
Three kinds

Everything about one topic, in one collection.

The deal, the article you found and your own note about a customer can all live together, instead of one in a browser tab, one in a message and one on a sticky note.

  • Collect records, links and notes side by side
  • Group them into collections that make sense to you
  • Share a collection with the team, or keep it personal
  • View a collection as a compact list or lay it out on a canvas
  • Search everything you have pinned
Cedar Build7 pins
RecordsA deal, a contract, an invoice
LinksTwo, with previews
NotesOne, yours
ScopePersonal or team
What the bar does
TypingSearches records
PastingFetches a preview
A modelNeither
A team collectionshared, or kept to yourself
One button

Pin whatever you are looking at, from anywhere in NearSync.

There is a pin button in the top bar on every screen. Press it on a deal, a contact, an invoice or a colleague and you have pinned that thing itself, so the pin keeps showing where it has got to. Press it on any other screen and you have saved the way straight back to it. Press it again to unpin.

The pin button
On a deal or a personPins the record
On any other screenPins the way back
Pressed againUnpinned
It replaces the browser bookmark you would otherwise have made
Finding it later

Four collections fill themselves, and tags handle the rest.

All pins, Recent, Records and Untagged are down the side from your first day, each with a count beside it. Untagged is the useful one: it shows you exactly what still needs filing. Add tags as you go, make your own collections next to the built-in four, and select several pins at once to move or clear them in one go.

Already there
RecentThe last few days
RecordsDeals, invoices, people
UntaggedWhat needs filing
Every tag you use becomes a way to pull that group back up
Team pins

Share a pin and it is on your team's board a second later.

Everything you pin starts private. Share one and the team gets told once, then it simply appears on their board alongside their own. New and removed team pins appear without anybody reloading anything. Make it private again and nobody is notified a second time.

When you share
The teamTold once
Their boardUpdates by itself
Making it privateTells nobody
Personal until you decide otherwise, one pin at a time

Access

Who can do what.

Your pins are private by default. You choose what to share, and sharing a collection never gives anyone access to a record they could not already open.

See

Your own pins, plus any team collection you belong to.

Do

Pin anything you can already open.

Manage

Create team collections for your group.

Admin

Nothing extra to set up. Pinning never changes who can open what.

See Workspace on your own data.

Half an hour on a workspace filled with your own records, so the cockpit has something to read.