Your own entities
A title, code and description: a new entity in the CRM in a minute, no developers or customization projects.
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.
A title, code and description: a new entity in the CRM in a minute, no developers or customization projects.
Enable the kanban and configure stages with custom background and text colors. Or keep records as a simple list.
String, text, integer, decimal, money, flag, date, datetime, list, URL, employee and entity link.
Mark fields as required: records without key data won't get through.
The “employee” and “entity link” fields connect a smart process to deals, clients and the team.
Robots and webhooks work with smart processes just like with deals: automate any process.
Leave a request: our specialist will contact you within 15 minutes and help configure the CRM for your business.