Customers and sales

One profile per customer, one column per stage

A customer who wrote from several apps has one profile. Sales stage, tags, tasks and notes live in that profile.

Sales board
Move customers between stages by dragging a card.
Tasks and follow-up
Tasks with a due date, an owner and a reminder; automatic after-service follow-up.

Recorded from the real app, with a sample business's data.

More of the product