CONTACT TAGS

You can create tags to filter, organize and segment your contacts. Any given contact can have as many tags as needed.

CONTACT TASKS

Create tasks for a contact to build and improve your relationship with them. You can assign tasks to different members of your team.

CONTACT ACTIVITY

Everything related to the activity of your contacts will be registered and displayed here. Filter by notes, emails, tasks and documents.

Contact

FILTER YOUR DEALS

Filtering your deals can help you find a certain deal in no time. Available filters include owner of a deal, tags, amount and more.

DEAL TAGS

Tags make the process of a deal easier. Use this feature to filter, segment and sort your deals.

STATUS OF YOUR DEAL

Find your deals organized by their status in these tabs. This way you can keep better tracking of your business performance.

Deal

CASE ACTIVITY

See how your customer service case evolves by looking at your case activity. Notes and status changes will be registered and displayed here.

CASE INFORMATION

The information of your case will be shown here. Title, description, status and tags. Everything you need to know in one place.

Cases

Project Milestones

Create milestones to keep better track of your projects and their progress. You can assign a milestone to any member of your team.

File manager

Add files, documents and notes related to your project and choose their visibility. They will be registered on the project activity.

Projects

Tasks Status

Taks are organized in different tabs according to their status: pending and completed. This allows you and your team to better track progress.

Tasks Analytics

Tasks analytics show the overall status of your account's tasks. See which tasks are overdue, which are top priority and other relevant statistics.

Tasks

Reports panel

Discover the most important analytics of your business. You can filter them by period and visualize them by amount or quantity.

Reports
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