What the CRM does
Everything on this page works today. New parts join it when they are ready.
Companies and contacts
Every company and person you sell to, with their phones, emails and who looks after them.
- Find anyone by name, phone or email, typed in Cyrillic or Latin letters.
- A warning before the same company or contact is added twice.
- Tags, saved views and changes to many records at once.
Deals on a board
Your pipeline's stages as columns: drag a deal on to the next one.
- Several pipelines, each with its own stages and chances of winning.
- Amounts in any currency, totals converted at the National Bank of Ukraine's daily rates.
- Won or lost with a reason, and how many days each deal has stayed in its stage.
Tasks and the calendar
Calls, meetings, emails and to-dos with a due day, on a record or on their own.
- Reminders in your notifications, and the overdue ones counted beside Tasks.
- Log a call or a meeting that has already happened, and how it went.
- A month, a week or a day at a glance; drag a task to another day.
Notes and the history
Each record's history: its notes, its changes and who made them.
- Notes on companies, contacts and deals.
- Every change kept field by field, with who made it and when — and undone from the history.
- Two people editing at once: their changes merged, a real clash shown side by side.
The dashboard
The team's figures for a month, a quarter or a year — or one person's.
- The pipeline's value and its weighted value, won and lost deals, the win rate and new deals.
- The top reasons deals were lost, and the deals stuck in their stage for 30 days or more.
- Each figure opens the deals behind it.
Calls and their chat
Video and audio calls from any company, contact or deal, on our own servers.
- Ring colleagues from the call; a missed call shows in their notifications.
- Invite a guest with a link: no account needed.
- A chat during the call, and in the record's history who took part and for how long.
Files
Files and folders on companies, contacts, deals and tasks.
- Drop in files or whole folders; images and PDFs open in the page.
- Each file checked for viruses before others can open it.
- One file on several records; a deleted one kept in the trash for 90 days.