CRM і контакти

База клієнтів, контакти, брифи та ліди.

Projects: one card for deals, construction sites and engineering projects

How to create a project, link deals, construction sites and engineering projects to it, who sees what, and why Projects links do not move money.

1 хв читання · 2026-10-21

CRM Contacts: Table and 360° Card

Customer directory with filters and a full contact card: deals, orders, subscriptions, AI conversations.

1 хв читання · 2026-10-20

Leads Inbox

A queue of new inquiries from all sources: take into work, transfer to sales, or reject as spam.

1 хв читання · 2026-10-20

Sales Pipeline

Kanban board of deals by stage: column totals, deal cards, and deal card with activity and email.

1 хв читання · 2026-10-20

Lead Engine Review Queue

Approving draft emails, calling leads without emails, and converting replies to CRM.

1 хв читання · 2026-10-20

VIES VAT number verification

Automatic verification of company VAT numbers in the European VIES database.

1 хв читання · 2026-10-20

Client Briefs

Collecting client requirements in a structured form: creating a brief and a public filling wizard.

1 хв читання · 2026-10-20

Global Contacts

All workspace contacts: people, companies, and the connections between them.

1 хв читання · 2026-10-20

CRM Lead Engine: Geo Areas, Sales Pipelines & Alerts

Automated lead routing by region, Kanban deal stages, and telephony alerts.

1 хв читання · 2026-10-20

Widget Leads

Applications from the calculator widget on your website: how they enter the system and what to do with them.

1 хв читання · 2026-10-20

B2B & B2C CRM

A single customer database: companies and individuals, purchase history, repairs, and communications.

1 хв читання · 2026-10-20