Track every lead from inquiry to customer in a clear sales pipeline. Gain insight into open deals, expected revenue, and follow-up moments so that no opportunity is lost. Automate recurring processes and stay in control of your entire sales process.

• Sales pipelines

• Manage leads

• Follow up on quotes

• Deal statuses

• Revenue forecasts

• Sales automations

• Tasks and reminders

• Conversion insights

Manage projects, deadlines, files, and communication from one central workspace. Link projects directly to customers, tasks, and employees so everyone has real-time insight into progress.

Perfect for agencies, service companies, and teams that want structure without complex software.

• Project management

• Task lists

• Deadlines

• Team collaboration

• Link files

• Time tracking

• Status updates

• Customer-linked projects

Create standardized onboarding flows for new customers or employees. Tasks, documents, communication, and follow-up are automatically prepared so that your organization works faster and more consistently. This saves you time and prevents errors in manual processes.

• Onboarding flows

• Automatic tasks

• Checklists

• Document requests

• Internal workflows

• Status tracking

• Customer onboarding

• Employee onboarding

Schedule appointments, meetings, callbacks, and deadlines directly within the CRM. Synchronize calendars and maintain insight into all your team's activities. This keeps follow-up clear and ensures you never miss important appointments again.

• Calendar integration

• Schedule appointments

• Team planning

• Reminders

• Calendar overview

• Link tasks

• Customer appointments

• Real-time updates

View real-time dashboards and reports on leads, revenue, projects, and customer activities. Use data to make faster decisions and continuously improve processes. All insights are automatically updated within your own dashboard environment.

• KPI dashboards

• Revenue reports

• Sales statistics

• Activity overview

• Customer analyses

• Team performance

• Export functions

• Real-time data