Practical Tools

Track and organize daily life with calendar and activity management, work queues and dynamic boards.
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Practical Tools

Timeline and Activities

Keep track of all your daily contacts with your customers through activities.

Manage all your meetings, emails and tasks by integrating with Office365 and Gmail. Follow all your contacts with your customers on the timeline panel like frames of a movie.

Calendar

Manage all your meetings and tasks via calendar.

You can also view the calendar of the team you manage, assign tasks to them, and follow them. You can manage your daily, weekly, and monthly plans via the calendar that syncs with Office365 and Gmail.

Queues

Sort out different teams' work into separate work lists.

Allow different teams to manage applications from contact forms, Whatsapp or Chatbot by directing them to separate work queues. Users can link complaints, phone calls or tasks linked to a queue to themselves or assign them to another responsible person.

Dashboard

Visualize your data and create dynamic reports.

Different user profiles such as managers or sales representatives can visualize data on a single screen as a graph, list or timeline, and create summary reports. Create many types of graphs such as pie slices, bars, etc. with dynamic data, date-filtered or user-based.

Productivity

Search everywhere

Search across your entire CRM.
Enter the keyword and press enter. That's it! Results from different categories in a single search are in front of you with a single click.

My followers

Follow what's important
Track leads, opportunities or complaints from a single screen. Don’t navigate through different forms for different types of records.

Tags

Tag records to find them easily.
Use tags in searches. Give multiple tags to records and categorize them. Do your tag operations in bulk for one or more records.

Bulk editing

Change multiple records with a single operation.

Edit records in bulk. For example; Add sector information to ten companies with a single transaction. Update selected records in bulk, change status (active/passive), assign to another user, plan campaign activity, add to queue or delete.

Select records in four different ways; One by one, all records on the page, all existing records or records added to the follow-up list. Take action only for records that can be processed by performing checks on each record based on role, authorization and record status.

Change multiple records
Plan campaign activities
Instantly perform bulk processing on filtered records
Change the status of records, assign them, add them to the queue

Excel Import / Export

Import / Export data with EXCEL.
Use EXCEL to update your customers, active sales opportunities, and price lists. Create templates to do this for all records. Re-import the file and update your data.

Email templates

Send quick emails with templates.
Use ready-made templates for sending e-mails, attach files and increase your productivity. Use dynamic variables in templates to automatically include information such as name and surname in mass e-mail sending.

Document templates

Create proposals, proforma invoices, order summaries.
Create offers, proforma invoices, proposal summaries with your templates in files such as Word, PDF, in the language you want, personal or public. Download the generated document or send it by e-mail. Define dynamic fields, lists, images.

Do you have questions?

You can ask any questions you have via our contact form and get answers in a short time.
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