CRM
Where every lead and customer lives – with its history, tasks and owner.
Leads and contacts
Available- Lead card with history, notes and tasks
- Statuses defined by the business
- Duplicate detection and contact merge
- Contact import from a CSV file
Team and permissions
Available- Roles: owner, manager, agent
- Permissions per module and action, and a data scope: own / team / business
- Two-step verification (TOTP) by business policy
Reports
Available- Agent and sales performance
- Period reports and comparison
Custom fields
PartialExtra fields are stored per contact and on import; a screen to define a field schema per business does not exist yet.