You can be a small business that manages one task at a time or a bigger company with multiple projects coming together simultaneously; allocating human and non-human resources effectively is…
Automation rules are tools that simplify customer interactions and help automate routine tasks. When a CRM item reaches a certain stage, automation rules can send emails and SMS messages, generate…
You will learn how to import linked contacts and companies, contacts and deals from this article. Link a contact and a company when importing First, import the companies. Go to the CRM section - Customers - Companies. Click…
The company structure consists of departments. You can create new departments or edit existing ones. There are main roles in the department form: a manager, a deputy and subordinates. This…
AI is transforming industries, but “with great power comes great responsibility”. As these systems become more advanced, they also become more vulnerable. The risks are real—malicious attacks, data breaches, and…
Timeline is the right side of a CRM form. There you can plan activities, leave comments for colleagues, and track stage changes. The history of communication with the client is…
We have added a new option for viewing and sorting deals and leads - the Activities view. Deals and leads are automatically distributed to stages depending on the deadline for activities within…
Customer communication trends are evolving faster than ever, reshaping how companies connect with their audience in 2025. From hyper-personalized messages to augmented reality interactions, there are so many opportunities to…
You can write emails, read, bind to tasks, and save them to CRM. Create a chat with colleagues or an event in the calendar based on the email. This article…