👥CRM & Contacts
Customer base, contacts, briefs and leads.
Widget Leads
Applications from the calculator widget on your website: how they enter the system and what to do with them.
1 min read · 8/2/2026
VIES VAT number verification
Automatic verification of company VAT numbers in the European VIES database.
1 min read · 8/2/2026
Lead Engine Review Queue
Approving draft emails, calling leads without emails, and converting replies to CRM.
1 min read · 8/2/2026
Global Contacts
All workspace contacts: people, companies, and the connections between them.
1 min read · 8/2/2026
Sales Pipeline
Kanban board of deals by stage: column totals, deal cards, and deal card with activity and email.
1 min read · 8/2/2026
B2B & B2C CRM
A single customer database: companies and individuals, purchase history, repairs, and communications.
1 min read · 8/2/2026
Leads Inbox
A queue of new inquiries from all sources: take into work, transfer to sales, or reject as spam.
1 min read · 8/2/2026
CRM Contacts: Table and 360° Card
Customer directory with filters and a full contact card: deals, orders, subscriptions, AI conversations.
1 min read · 8/2/2026
Client Briefs
Collecting client requirements in a structured form: creating a brief and a public filling wizard.
1 min read · 8/2/2026
Globale Kontakte
Alle Kontakte des Arbeitsbereichs: Personen, Unternehmen und die Beziehungen zwischen ihnen.
1 min read · 8/2/2026
CRM Lead Engine: Geo Areas, Sales Pipelines & Alerts
Automated lead routing by region, Kanban deal stages, and telephony alerts.
1 min read · 7/29/2026
VIES VAT-Prüfung von Geschäftspartnern
Automatische Überprüfung von Umsatzsteuer-Identifikationsnummern von Unternehmen in der europäischen VIES-Datenbank.
1 min read · 7/29/2026
Leads aus dem Website-Widget
Anfragen aus dem Rechner-Widget auf Ihrer Website: Wie sie ins System gelangen und was Sie damit tun können.
1 min read · 7/29/2026
Kundenbriefings
Sammeln Sie Anforderungen von Kunden in einer strukturierten Form: Erstellen Sie ein Briefing und einen öffentlichen Ausfüllassistenten.
1 min read · 7/29/2026