CRM

CRM

Business process button

Up to five buttons in the CRM card: each one starts the chosen business process for the current record on behalf of the employee who clicked it.

CRM

Checklist

A configurable list of checkboxes; chosen items show as pills.

CRM

Customer LTV

Total, count and average check of customer purchases right in the record — from won deals or paid invoices, with dormant customers highlighted by how long ago they last bought.

CRM

Client summary

Client deals, leads and invoices at a glance right in the record: how many are in progress, won and lost, for what amounts and when the latest one closed.

CRM

Client local time

The client local time from their phone number and the difference from yours. Tells you at a glance whether calling now is a good idea.

CRM

Color status

Badge field: a dropdown of colored statuses inside the card.

CRM

Create linked item button

Up to three buttons in the CRM card: each creates a deal, lead, contact, company or task already linked to the current record, with a title from a template.

CRM

Package dimensions

Length, width, height and weight in one field. Shows volume, volumetric and chargeable weight at a glance and warns about oversize against your own limits.

CRM

Emoji scale

A one-tap mood or impression score: 😡…😍.

CRM

Input mask

Text field with an input mask: restricts entry to a defined format (phone, tax ID, date, etc.). The mask is shown as a placeholder directly in the field.

CRM

NPS scale 0–10

A 0–10 loyalty score with color bands, right in the card.

CRM

Progress bar

Number field: displays the stored value as a progress bar inside the CRM card. Configure min, max, and color.

CRM

Table

Your own table right in the card: an admin defines the columns (text, number, date, yes/no), managers fill the rows, number columns get totals.

CRM

Stage checklist

Each pipeline stage gets its own list of required and optional actions, right inside the card.

CRM

Stage path

Shows the path through the stages in the card: which stage, when it was entered and how long it lasted. The current one is marked and its clock keeps running; stages past the threshold are highlighted. Deals, leads and smart processes. Read-only.

CRM

Stage timer

How long a deal or lead has been in its current stage — days and hours right in the card, with yellow and red zones. Total time in work next to it.

CRM

Star rating

Star score right in the card: click a star to set the rating.