relationships
the relationships you win work with, managed on purpose.
Design firms win work through relationships, over years. Most of what a firm knows about them lives in people’s heads and inboxes, and leaves with them. tiny+ keeps it where the whole firm can see it — and, with Microsoft 365 connected, keeps it without anyone logging a thing.
relationship plans
every key client on a schedule, kept by the firm.
Put a company on a schedule: a call every month, lunch every quarter, a review once a year, from a template or your own. tiny+ books each follow-up as a task for the right person, reminds them on the morning it’s due, asks what happened, and books the next.
Log a lunch in a click; if someone already met them this week, tiny+ offers that meeting instead. My plans shows every relationship you look after, on track, due soon or overdue; the Relationship Plans report shows the firm’s. Start plans for a whole target list at once.
relationship capture
known by fills itself in.
Connect your Microsoft 365 account once. tiny+ reads the headers of your mail — who, to whom, when — and never the subject or the body, and matches them to the contacts your firm already keeps. Then:
Known by gains everyone who corresponds with a contact, marked Corresponds with so you can tell it from a relationship someone set by hand, with when they last wrote.Last contact and health count correspondence as contact, for every company, not only those on a plan.Relationship plans offer a captured email as the follow-up the plan can log.Ask understands “who can introduce me to Oakline Group” and “which clients has nobody emailed since July”.The Outlook add-in shows your firm’s whole history with the sender beside any email.
You control it: switch it off, exclude senders or domains, and forget everything captured from your mailbox in one click. Nothing captured is shown to anyone who couldn’t already see the contact, and nobody sees what was said.
company lookup
add a company, and the rest is found for you.
Add a company and the tiny+ AI engine looks for it on the web: website, phone, email, address, logo, a one-line description and tags from your own lists, offered for you to check before anything is saved.
Run it later on the companies you already have.
health, everywhere
you see a client going quiet before they’ve gone.
Every project and every client company carries a health rating that fades when it goes quiet, by rules you set per phase. It shows on the board, in every table, and in the Going quiet section of Monday’s email.
connect microsoft 365 on your trial and watch known by fill itself in.
Thirty days, the full Pro plan, and a demo practice to try it on before your own data goes in.
Instant access. No credit card required.