This module connects organisational data, including company, projects, activities, products, quotations, and employee check-ins. All information is integrated into a calendar for easier management.
Organize and manage all contact company data, including customers, vendors, and suppliers, complete with company-level pipelines and activity histories linked to each account.
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Store contact information and attach business card images for easy retrieval. Link contacts to projects and activities, record social media details, indicate relationship sentiment, connect with NFC business card data, and generate usernames for contacts to update their own NFC business cards, complete with a contact birthday calendar.
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Categorize projects into sales and non-sales types to support diverse workflows, complete with built-in project pipelines and management systems.
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Record activities to track and evaluate work performance. Customize activity types, separate internal tasks from field visits, log check-in and check-out times for each activity, and upload supporting images and documents.
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An internal social feed for posting activity information, attaching files and images, and sharing content with customizable access permissions, helping employees access corporate information more conveniently.
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A personal drag-and-drop task board that directly connects with other Projects and workflows in the system. Drag tasks from To Do to In Progress and Done, and real project data updates instantly. No separate lists to manually remember and sync, as it integrates with Project, Activity, and Account within the same workflow. Tasks here are an integral part of the actual project, visible from anywhere in the system.
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Create project-based quotations in the system immediately and convert them into sales orders as soon as the price is agreed.
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Consolidate customer conversations from all channels into a single place. Supports Facebook, LINE, Telegram, Instagram, WhatsApp, Website, WeChat, Shopee, and Lazada. Messages and conversation history are kept together, allowing teams to systematically assign, track, and manage every conversation. With built-in service history tracking, responses are faster and customers receive a consistent experience.
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Manage mailboxes and connected email accounts from a central hub. Send and receive emails with attachments, and collaborate using Contact data from the CRM system and internal Employee data. Define and manage manual tasks yourself, making email tracking more systematic and faster.
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