CRM for your team

All client work in one window

Applications, documents, tasks, payments and conversations no longer live in spreadsheets and messengers. Every employee sees their own work, and the manager sees the whole picture.

Create a workspace Pricing

The application table in the CRM: stages with progress, programmes, owners and deadlines — A real product screen from the demo company

Applications

Applications by stage

A board and a list with filters. The application card brings together stages, documents, tasks, payments and client messages.

Table and board by stage
Filters and search
Change history
Manager assignment

An application card in the CRM: current stage, manager, contacts and document readiness

Documents

Document review

The list of required documents appears at each stage automatically. An employee accepts a file or returns it with a comment, and the client sees the status right away.

In reviewApprovedNeeds fixExpired

Document statuses in the product

The document queue in the CRM: review statuses, deadlines and owners

Tasks

Tasks and deadlines

Tasks are created when an application enters a stage, and overdue work is visible at once. Nobody has to keep deadlines in their head.

Four priority levels
Task templates by stage
Required tasks of the stage

The task list in the CRM: statuses, priorities, assignees and deadlines

Processes

A process that fits your work

Stages, required documents and automation rules are configured without a developer. A new version of the process never breaks applications already in progress.

Process versions
Automation rules
Run log with retry

An admissions process in the CRM: stages in order with deadlines and owners

Analytics

Analytics for managers

Funnel by stage, application sources, staff workload and overdue items. Reports export to CSV.

Manager summary
Funnel and application sources
Staff workload
Report export to CSV

Analytics in the CRM: metrics for the period, what needs attention and application dynamics

Also included

Employee roles and permissions
Client notifications by email and Telegram
Payments and installments with payment review
Support requests with response deadlines
Custom fields on the application card
Interface in five languages
Document translation from the application card: pages included in the plan are free, the rest is charged per page

The set of modules depends on the plan Compare plans

Try it with your own data

14 days free, no card needed. Once your request is reviewed, the setup wizard gets you running in an evening.