Document Sharing
Keep all the files linked to a project or to a conversation in one place and access them with a couple of clicks. No more wasting time looking for files.
Contact Management
Each email or conversation is linked to a contact with their very own information sheet. No more switching tools to know everything about a contact.
Automatic Routing
Optimize your team's efficiency by automatically assigning messages and conversations to the right person according to your criteria.
Email Templates
Life is too short to write the same emails over and over. If you already have standard responses, just drop them into our templates tool and save time.
Task Management
Manage your to-do lists and build custom pipelines for each project, from a simple task to a whole sales process, complete with next action dates.
Team Organization
Make sure your team stays organized by assigning specific roles and responsibilities to your teammates so that nothing slips through.
