Customer & Sales

Project

Categorized into sales and non-sales tasks to support a wide range of use cases

Pipelines and tasks in one place

Each project has its own pipeline and built-in task management system. Tasks stay right alongside the project they originate from, eliminating the need to record them elsewhere and sync them later.

  • Separate sales and non-sales tasks
  • Project-specific pipelines
  • Task management within the project
Back to Customer & Sales

Ready to fold your business into one system?