Organize your accounts with a scalable hierarchy of Folders and Lists. Share projects with your clients and set granular permissions to control who sees what.
Manage your sales and account pipeline with custom status workflows. Save templates to manage everything from leads and clients to project deliveries.
Add custom fields to track orders, leads, scoring, and more. Save every datapoint and make reports for smarter analysis.
Add comments and assign them to clients or guests for quick approval. Or assign your team so they know exactly what comes next to close the deal.
Collaborate and chat with your team from your desktop, mobile, and browser. Send attachments, embed HTML and Google Docs, unfurl task links, and more.
Add custom tags to your tasks to organize your accounts. Filter and sort any task or account by specific tags to quickly find what you're looking for.
Create docs, wikis, SOPs, proposals, and more. Embed Google Sheets, add rich formatting, leave comments, and edit with your team in real-time.
Set a clear order of operations with Task Dependencies by marking tasks as "waiting on" or "blocking" others. Link similar tasks together to easily jump between related work.
Calculate numeric fields in List view to quickly total contract values, determine total cost to close, revenue, and more.
Add a location field to see where your customers are on a map. Organize locations by account type, status, and more to get a geographic view of your clients.
