CRM
The CRM and HR: time, expenses, absences and departures
Last Updated: 08.11.2026Charge time and expenses to accounts and opportunities, read a deal’s acquisition cost, have an absent sales rep’s tasks followed and take over the portfolio of a sales rep who leaves.
The CRM in the mobile app
Last Updated: 08.11.2026Find an account or contact, call, email or get directions in one tap, report on a visit even with no network, follow today’s activities and move an opportunity forward from your phone.
Links between organisations and multi-organisation projects
Last Updated: 08.11.2026Link your organisations to each other (member of, partner of, funder of…), keep the history of closed links, and follow a project that brings together several organisations, their contacts, exchanges and decisions.
Follow-up pipelines: support and business set-up files
Last Updated: 08.11.2026Follow files that are not sales, such as a business set-up request: a follow-up pipeline with no amount or probability, its stages, its own fields, its mission, its outcomes and its dashboard.
Memberships and dues
Last Updated: 09.11.2026Set up clubs and their rates, record the memberships of an organisation or a person, call the dues, follow overdue dues and reminders, and record or import payments.
Events and public registrations
Last Updated: 08.11.2026Create an event, invite contacts, collect registrations on a public page, manage the waiting list and matching with your contacts, then record attendance and thank participants.
