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Projects & collaboration

Deliver what you sold, together.

Run customer projects next to the deals that created them, and keep files, emails and conversations attached to the work.

Highlights

  • Projects with a timeline

    Break work into tasks and milestones and see the schedule as a Gantt-style chart.

  • Shared calendars

    See your team’s calendars side by side, invite colleagues and get reminders before every meeting.

  • Your inbox, inside the CRM

    Read your mailbox in the CRM, link emails to records and create contacts or tickets straight from a message.

Screenshots

A week view of the shared calendar with colour-coded meetings, tasks, milestones and travel time.
A shared calendar with tasks, milestones and travel time.
A project record with start, target and actual end dates, status, type and the related organisation.
Projects linked to the customer they’re for.
The document library with folders for my documents, shared, favourites, recent, common, in projects and trash.
A document library with personal and shared folders.

Everything included

What you get in Projects & collaboration

Projects

  • Project records Status, priority, dates, target budget and progress, linked to the customer.
  • Tasks Assign tasks with type, priority, hours worked and percentage complete.
  • Milestones Mark key dates and track whether they are met.
  • Chart view A timeline of tasks to spot overlaps and slippage.

Calendar

  • Day, week, month & list views Switch views and filter by activity type.
  • Shared calendars Overlay colleagues’ calendars, each in its own colour.
  • iCal import & export Move events in and out of other calendar apps.

Documents

  • Files & links Upload files or link to documents stored elsewhere.
  • Folders Organise documents into folders the whole team can browse.
  • Personal and shared views My documents, shared with me, favourites, recent and trash, plus files used in projects.
  • Attach anywhere Link documents to contacts, deals, tickets, projects and more.

Teamwork

  • Comments Discuss any record in a threaded comment stream.
  • Update history See every change to a record: what, when and by whom.
  • Tags Label records with your own tags and find them again fast.
  • Built-in mail client Connect an IMAP mailbox to read, reply and file email against records.

Works hand in hand with

All features

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