Relationship intelligence before the CRM

Own the relationship before the CRM does.

Capture meaningful interactions, understand what is moving the relationship forward, and hand it off only when it is ready.

Core includes your live profile and physical access device.

Relationship timeline

From first signal to qualified handoff

Live
Relationship momentumRising
Next actionShare follow-up

The gap before CRM

Most relationship data disappears before the pipeline ever sees it.

A CRM is excellent once a sales process is formal. But relationships begin earlier: at an event, through a shared artifact, after a conversation, or with a follow-up that may never become an opportunity. 1004 is built for that missing part.

Before 1004Taps · notes · files · memory · scattered follow-ups
With 1004One relationship record that accumulates context until handoff.

Relationship lifecycle

Capture the relationship before you qualify the opportunity.

1004 follows the relationship from first signal through CRM-ready handoff, preserving the evidence that explains why the next step matters.

  1. 01

    Meet

    A tap, QR scan, expo interaction, or direct share creates the first relationship signal.

  2. 02

    Capture

    Notes, follow-ups, artifacts, and context stay attached to the relationship instead of disappearing into separate tools.

  3. 03

    Understand

    1004 turns activity into relationship signals so you can see momentum, intent, and what is actually moving the relationship forward.

  4. 04

    Follow up

    The next action is informed by what happened before, not by a blank CRM task or a generic reminder.

  5. 05

    Qualify

    When enough evidence exists, the relationship becomes ready for a deliberate handoff instead of premature pipeline entry.

  6. 06

    Handoff

    The CRM receives a relationship with context, evidence, and history already intact.

Relationship intelligence

The value is not the tap. It is what the tap helps you understand next.

1004 keeps lightweight interactions from becoming dead-end activity. Each meaningful signal contributes to the relationship context that eventually informs follow-up, qualification, and handoff.

Relationship context

Keep the people, interactions, notes, and artifacts that explain how the relationship developed.

Momentum signals

Separate meaningful engagement from noise so attention goes to relationships that are actually progressing.

Intentional handoff

Move relationships into the CRM when they are ready, with the evidence needed to continue instead of restart the conversation.

Artifact intelligence

The right material earns its place in the relationship.

1004 connects what you share to what happens next. Instead of treating every deck, proposal, link, or document as equally important, the relationship creates the evidence for what deserves attention.

Artifact signalRelationship evidence
PDFImplementation overview
High signal
  1. 1
    Viewed

    A prospect comes back to the material you shared.

  2. 2
    Shared

    The artifact travels to another stakeholder in the relationship.

  3. 3
    Discussed

    Feedback and conversation connect the artifact to a real decision.

  4. 4
    Converted

    The artifact contributes to measurable relationship progress.

01

Preserve provenance

Know where an artifact came from, which relationship used it, and how it moved between stakeholders.

02

Measure impact

Views, shares, feedback, and outcomes become signals that help distinguish useful material from noise.

03

Improve what works

As evidence accumulates, teams can promote useful artifacts and identify material that needs revision or retirement.

Built for the moments before CRM

One relationship layer across the work that creates demand.

1004 stays close to the human interaction first, then carries the useful context forward when formal systems need it.

Trade shows

Turn a booth conversation into a relationship, not a badge scan.

Capture who you met, what mattered, the artifacts you shared, and the follow-up that should happen next.

  • Expo capture
  • Context
  • Follow-up
Field sales

Keep the context that disappears between meetings.

Build a continuous relationship timeline across conversations, shared material, stakeholder activity, and next actions.

  • Timeline
  • Artifacts
  • Momentum
CRM handoff

Send qualified context downstream instead of another empty contact.

When the relationship is ready, package the people, signals, artifacts, and history the CRM actually needs.

  • Qualification
  • Provenance
  • Handoff

Core

Start with the relationship layer.

One subscription gives you the profile, access card, capture tools, and relationship context that make 1004 useful before CRM handoff.

$39/ month

Included with Core

  • Live 1004 profile
  • Included NFC access card
  • Expo mode
  • Tap analytics
  • Relationship context and follow-up tools
  • Organization visibility where applicable

Cancel anytime. Complete setup after checkout to provide shipping details.

Choose your included card

Same Core subscription. Pick the finish that fits you.

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Questions

A few things worth knowing before you start.

The useful answers, without making you dig through a knowledge base before becoming a customer.

Explore the 1004 help center
Do I need the physical card?

The card is included and recommended, but 1004 is access-first. Your profile and relationship tools work online too.

When does the card ship?

After checkout, complete setup and add your shipping address. We ship the included access card after that step is finished.

Can I cancel?

Yes. You can cancel your Core subscription at any time.

What happens after checkout?

You will sign in or create your account, finish your profile and shipping details, then start using 1004 while your card is prepared.

Ten Zero Four

Start owning the relationship before the CRM.

Capture the interaction, keep the context, and know when it is actually ready to move forward.