Notifications

Don’t let important information slip away. Send and receive notifications about important things, such as tasks to do.

Kanban

Use the convenient and clear kanban view to easily change statuses, phases, or stages.

Tasks

Plan and track your and your coworkers’ tasks. Delegate them to other team members.

Employee Absences

Manage vacations, plan absences, and analyze the availability of individual employees.

Timeline

View the chronology of events in a user-friendly way on a single timeline page.

Clipboards

Perform advanced bulk operations on selected objects in the system.

My Notes

Write down and save important information so you always have it at your fingertips. Add links to different objects to give them context.

Employee Feedback

Save important information so you always have it at your fingertips. Add links to different objects to give them context.

Counters

Add automatic numbering to specific objects in the system to more conveniently organize entered data.

Statistical Reports

Make the most of the information you collect by viewing and analyzing data in statistical reports.

Dynamic reports

You can easily view, compare, and edit data in the tabular view. Use filtering, sorting, and grouping to see exactly what you need.

Filter Editor

Add advanced filter options to help you find the information you need in your reports faster.

Column Editor

Create numeric, text, editable, or HTML columns.

Monitoring

Make your work easier and protect yourself from mistakes. Thanks to automatic mechanisms, the system will suggest which client to send the offer to, who to contact and many other possibilities.

Data Aggregates

Define numeric metrics to automatically count different elements in the system.

Charts

Present your data in a clear and effective way using pie charts, line charts, and bar charts.

File Repository

Archive files, manage permissions, save all file versions in a secure cloud.

Spreadsheet Generation

Generate Excel files in XLSX format.

PDF Generation

Generate PDF files.

Generating Printed Letters

Generate print-ready files.

Email Generation

Automatically generate emails based on data from the program.

Template tags

Automatically insert data from the program into documents or emails.

Webmail

Receive and send emails directly from the program. Use customer associations to sort messages faster and easier.

Email View Information

Get notified if a given recipient has viewed an email sent to them.

Email Sending

Send emails directly from the program.

Sending SMS

Send SMS to any recipients directly from the program.

Bulk Email and SMS Sending

Send emails and SMS messages to multiple recipients with one click.

Action Links

Add links to emails to improve customer service.

Create classes

Add new objects to your program to store a specific area of ​​activity.

Creating Fields

Add new fields to the program that describe specific objects.

Filter Editor

Add your own filters to help you filter data more effectively in the program.

Filter Locks

Define permanent filters that limit lists or statistical reports.

Custom Dictionaries

Define your own variants that you can use in checkboxes.

Triggers

Automate activities by creating a list of steps for the program to perform.

Subqueries

Read information from a program that is related to a given object.

Recursive Data Reading

Read information from a program, even if it is related in a 1:many or many:many relationship

Cyclic tasks

Create program tasks to run cyclically and relieve your routine work.

Field uniqueness

Check if the data you enter is already present in the system and block the creation of duplicates.

Copying objects

Quickly copy objects in your system.

Merge objects

If data becomes accidentally duplicated and scattered, easily merge objects together.

GDPR and Marketing Consents

Record the consents that the customer has given.

Data Change Recording

Keep all data, even if it has been changed, replaced, or deleted.

Permissions Management

Decide which elements and pages will be visible to specific user groups.

Data Deletion

Control which data is regularly deleted to maintain security and compliance.

2FA 2-factor login

Secure 2-step login. Requires generating a one-time code.

Object Files

Get access to all information about a given object in one place.

Forms

Enter and edit data using forms. Use text fields, file fields, drop-down lists, and buttons.

Shortcut bar

At the top of the bs4 program is a bar of icons that are shortcuts to the most important, most frequently used places in the system.

Tutorials

Create tutorials to help users learn the system in an easy and straightforward way.

Graphics Editor

Customize the interface to your company. Customize colors, sizes, distances.

Calendars

Use the calendar view to conveniently compare availability, check activity dates, or plan upcoming tasks.

Timetable

View and compare data by comparing individual rows in the calendar.