Multiple boards
Separate different streams of work into their own boards.
See the work. Move it forward.
Organize work on Kanban boards with your own columns, clear cards, and priorities. Keep the customer and task details together, then move cards as the work progresses.
Boards that fit your process
Create separate boards and name columns for your stages of work. Switch between boards and add columns as your process develops.
Keep the context on the card
Add a title, description, priority, and associated counterparty to each card. Open a card to update its details instead of losing context in a separate list.
Move work with a simple drag
Drag cards between columns and reorder them within a stage. The board saves the new position so the work stays organized when you return.
All the features
done right.
Everything you need in one place: clear, robust features that actually make daily work easier instead of more complicated.
Visible priorities
Use low, medium, and high priority labels to distinguish cards.
Customer context
Connect cards to counterparties from your CRM directory.
One need, one app.
Stop jumping between multiple tools. Everything you need is built into one seamless experience.
Sales teams from good to great
crm
Connect documents. Let the process do the work.
workflow
Make time for the work that matters.
calendar