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Sales & Pipeline

Tasks & projects

Organize your team's work with tasks and project boards. Recurring tasks, deadlines and a personal daily queue make sure no step is missed; every task stays linked to leads and deals.

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Tasks & projectsNew
Recurring tasks
project boards

What it offers

Recurring tasks, project boards, deadlines and a personal daily work queue.

Recurring tasks
project boards

Related modules

Lead management Deal pipeline WhatsApp & inbox Phone & softphone Appointments

Frequently asked questions

How does the free trial work?
Your workspace is ready in under a minute and you get every feature free for 14 days. No credit card required — the trial simply expires if you don't subscribe.
Can I cancel anytime?
Yes. Monthly plans have no lock-in and you can cancel or change your plan whenever you like.
Is my data safe?
Each workspace runs in its own isolated database with SSL encryption and daily backups. Your data stays yours — export it anytime.

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