Communications & schedule

Plan client conversations and track them by status: from “Scheduled” to “Finished”. All team meetings, calls and conferences: in one calendar.

Three conversation types

A meeting with an address and attachments, a call with a phone number, a conference with a link. Each has its own fields.

Linked to deals

Specify the orders you plan to discuss. The manager comes to the meeting prepared.

Conversation statuses

Scheduled, rescheduled, cancelled, did not happen, happening right now, finished: a complete communication history.

Time tracking

Start and end times are recorded automatically. Real meeting durations: in your reports.

A single calendar

All team communications in a calendar: day, week, month. Off-hours are shaded gray.

Reschedule without loss

Client asked to move it? New date in two clicks, status “Rescheduled”, history preserved.

Other capabilities

All features

Ready to sell more?

Leave a request: our specialist will contact you within 15 minutes and help configure the CRM for your business.