Smart processes

Business doesn't end with deals: tenders, delivery, claims, documents. Create your own entity with the fields and kanban you need: the CRM adapts to your process, not the other way around.

Your own entities

A title, code and description: a new entity in the CRM in a minute, no developers or customization projects.

Kanban stages

Enable the kanban and configure stages with custom background and text colors. Or keep records as a simple list.

12 field types

String, text, integer, decimal, money, flag, date, datetime, list, URL, employee and entity link.

Required fields

Mark fields as required: records without key data won't get through.

Data relations

The “employee” and “entity link” fields connect a smart process to deals, clients and the team.

Automation included

Robots and webhooks work with smart processes just like with deals: automate any process.

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.