The ultimate CRM
and proposal platform

Our data storage has built-in integration capabilities for a wide range of third-party applications and services can enhance functionality and streamline workflows. It makes it easier to connect and synchronize with other systems.

Our system leverages machine learning to scan and identify duplicate project data, ensuring efficient storage by preventing redundancy and optimizing data integrity.

The structure of this data is stored in a set of standardized objects, such as Accounts, Contacts, Opportunities, Leads, and Cases. Each object represents a different type of customer information, and each record within an object represents a specific customer instance.

Each project has defined set of objectives by the Account Manager. These objectives can be assigend and tracked accordingly.

User allocation towards projects is used for filtering purposes only. There are no action item tracking build in.

Meeting Minutes can be assigned to different venues, projects and users (both internal and external). The same can be downloaded as PDF with a single click.

At all times available in the taskbar, and assigned to different users and specific projects.

All profiles and data are stored as address book, where you can explore additional data such as event participation, meeting minutes, etc.