Customer & Sales

Project

Split into Sale and Non-Sale types, so the same system covers more than deals.

Pipeline and tasks in the same place

Every project carries its own pipeline and task management, so the work sits next to the project it came from instead of in a separate list that someone has to reconcile later.

  • Sale and Non-Sale kept apart
  • A pipeline per project
  • Task management inside the project
Back to Customer & Sales

Ready to fold your business into one system?