Task management
Assign tasks to yourself and colleagues, and attach them to deals. Unlimited statuses and role-based access to stages.
Projects
Group tasks into projects when a deal lasts weeks: delivery, repair, rollout. The projects module starts from Standard.
Calendar
Meetings, calls, and deadlines in one calendar. The manager sees the day, the owner sees the load. Calendar is on Standard and above.
Statuses and roles
Your own task statuses and who can see them. A junior cannot edit someone else’s stages; the owner sees everything.
Notifications
Push in the app and Telegram alerts about new tasks and changes. You do not have to keep the CRM open all day.
My tasks
Your own list for today: tasks and deadlines in one place.
Chat in the task
Discussion stays in the task, not in a messenger thread you will never find later.