CRM & Contacts

Customer base, contacts, briefs and leads.

How to create a project, link deals, construction sites and engineering projects to it, who sees what, and why Projects links do not move money.

1 min read · 2026-10-21

Customer directory with filters and a full contact card: deals, orders, subscriptions, AI conversations.

1 min read · 2026-10-20

A queue of new inquiries from all sources: take into work, transfer to sales, or reject as spam.

1 min read · 2026-10-20

Kanban board of deals by stage: column totals, deal cards, and deal card with activity and email.

1 min read · 2026-10-20

Approving draft emails, calling leads without emails, and converting replies to CRM.

1 min read · 2026-10-20

Automatic verification of company VAT numbers in the European VIES database.

1 min read · 2026-10-20

Collecting client requirements in a structured form: creating a brief and a public filling wizard.

1 min read · 2026-10-20

All workspace contacts: people, companies, and the connections between them.

1 min read · 2026-10-20

Automated lead routing by region, Kanban deal stages, and telephony alerts.

1 min read · 2026-10-20

Applications from the calculator widget on your website: how they enter the system and what to do with them.

1 min read · 2026-10-20

A single customer database: companies and individuals, purchase history, repairs, and communications.

1 min read · 2026-10-20