Customer Relationship Management

2. Deals

• Funnel Stages — from initial contact to deal closure (meeting scheduled → negotiations underway → proposal sent → payment received).

3. Companies and Contacts

• Companies — legal entities you work with: company details, industry, partner status.
• Contacts — individuals (company representatives, freelancers, customers).

Relationships:

• Linking deals and tasks to specific companies or contacts;
• Interaction history for each contact.

4. Communications and Messages

• Contact Channels — all means of communication: phone, email, messengers, social networks.
• Multichannel — a unified stream of correspondence from:
  • Website forms;
  • Email inboxes;
  • Popular messengers.

Working Conveniences:

• All messages collected in one interface;
• Filters by status (unanswered, pending, closed);
• Adding leads based on any message;

5. Tasks

• Planning and Control — setting tasks with deadlines, priorities, and stages.
• Performance Reports — analysis of task completion times and team efficiency.

General Features

• Notes, Documents, and Files
  • Attach notes, presentations, and contracts to any CRM element;
• Statuses
  • Flexible status configuration: “New”, “In Progress”, “Needs Attention”, “Completed”, etc.;
  • Define custom statuses, set qualification stages, and add color labels for clarity;
• Integration with Website and Online Store
  • New orders and form submissions flow directly into the CRM;
  • Real-time data synchronization;
• Access Rights Management
  • Roles: administrator, manager, operator, or custom permission sets;
  • Visibility control (own clients, selected companies, reports);