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Product
CRM
CRM
Manage sales and clients effortlessly
Sales management
Manage leads, deals, contacts, pipelines, access permissions & roles
Contact center
Omnichannel communications via CRM forms, website widget, live chat, WhatsApp, Instagram, telephony, email
Sales team collaboration
Work with chat, video calls, tasks, calendar, file storage, online documents
Sales enablement
Get estimates, invoices, payments, catalog, inventory, e-signature, CRM store
Analytics & reports
Analyze sales funnel, employee performance, Sales Intelligence, BI Builder dashboards
Mobile CRM
Leads, deals, invoices, payments, telephony, emails, inventory, calendar at your fingertips
Marketing
Use email campaigns, social media ads, SMS, telemarketing, landing pages
Automation & integrations
Set CRM rules and triggers, workflow automation, automated funnels, API
CoPilot in CRM
Call audio-to-text transcription, call summary, field autocompletion in deals
Tasks & Projects
Tasks & Projects
Get work done easier & faster
Task management
Choose between Kanban board, Gantt chart, Scrum, task list
Task tracking
Take advantage of checklists & sub-tasks, task summary, time tracking, focus & supervisor mode
API & integrations
Connect your tasks to other services via API integration for advanced task automation
Project management
Use projects, workgroups, project planning, roles, access permissions
Employee performance
Get productive with task reports, workload management, task efficiency & KPI
Mobile tasks
Task creation, task tracking, notifications, comments, chat on the go
Project collaboration
Work faster with chat, video calls, comments, file storage, documents, external users, task templates
Automation
Save time with automatic task creation and workflow automation
CoPilot in Tasks
AI-generated task descriptions, task summaries, checklists, comments
Collaboration
Collaboration
Power up your teamwork
Online workspace
Use chat, activity feed, comments, reactions, company-wide video announcements
Online documents & file storage
Store, share and edit documents online easily with co-workers using company drive
Workgroups
Create workgroups, invite external users, set access permissions and work on tasks and projects
Online meetings
Do more with video calls, video conferencing, screen sharing, call recording and custom backgrounds
Shared calendars
Plan with company & personal calendar, open time slots, meeting room booking, calendar sync
Mobile communications
Team messenger, video calls, comments, calendar, notifications anywhere
CoPilot in Chat
Unlimited source of ideas, AI-generated texts, brainstorming, and more