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Team and access

Tasks and timeline

Tasks with due times and reminders, lists, subtasks and a board, and on every contact, deal and task a timeline of comments and changes.

Nothing slips

"Call back tomorrow at 10" is set right from the chat and linked to the contact. At the due time the assignee gets a notification, and overdue tasks have their own filter.

From a chore to a project

Task lists, subtasks with progress, custom fields and your own statuses, and a board grouped by any field. One list can be opened to a client, who sees only that list.

History in one place

Comments with Markdown and pinning, who changed what and when, deal and task events, on contacts, companies, deals and tasks. The record's people and earlier commenters are notified of new comments.

In short

Reminders

A live bell notification at the due time.

Subtasks

A big step split into small ones, with progress.

Task board

Columns by status or any field.

API

Sync with other systems by an external key.

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