Assignees, priorities and due dates
Configured around your company, team permissions and customer workflow.
Services Tasks
Task Management
Create, assign and track operational work connected to leads, orders and conversations.
Included capabilities
A complete working module
Subtasks and comments
Configured around your company, team permissions and customer workflow.
Time tracking
Configured around your company, team permissions and customer workflow.
Activity history
Configured around your company, team permissions and customer workflow.
Lead and order context
Configured around your company, team permissions and customer workflow.
Works alone. Connects naturally.
Activate this module without buying a bundle. Add connected workflows later while preserving your company data and roles.
Order Management
Run Shopify-style order operations with status, payment, fulfilment, tags and customer communication in one workspace.
Lead Management
Capture, import, qualify, assign and move enquiries through a visual sales pipeline.
Customer Inbox
Give agents one responsive inbox for website and supported messaging conversations.
Start with Task Management
Create a tenant-isolated workspace and activate only this module.