Four visibility levels
Own records, own department, department with sub-departments, whole company: separately for deals, leads, clients, proposals, invoices and smart processes.
Access rights and history
A manager sees their own deals, a team lead sees the department, a director sees the whole company. Every action is recorded in the history, and deleted items can be restored from the trash.
Separate rights
Move cards between stages, mark invoices as paid, import and export data, set up pipelines, templates and automation.
Action history
Who changed what and when: about 90 event types with filters by period and employee.
30-day trash
Deleted deals, leads, clients and documents can be restored within 30 days.
Saved filters
Frequent selections are saved and open in one click.
Duplicate check
When a contact is created, the CRM warns if a client with the same phone or email already exists.
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Хүсэлт үлдээгээрэй: мэргэжилтэн 15 минутын дотор холбогдож, CRM-ийг танай бизнест тохируулахад тусална.