CRM in theCabinet — contacts, deals, tasks, funnels

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Contacts

The contact card automatically collects information about purchases, requests via forms, correspondence history, and current tasks.

Transactions

The contact card automatically collects information about purchases, requests via forms, correspondence history, and current tasks.

Documents

A repository for files and records related to clients and transactions. Documents can be published in the user's personal account.

Tasks

A list of customer management-related actions and reminders that help employees do their jobs effectively.

Funnels

A tool for tracking and managing customer interactions at all stages. It visualizes the customer journey from initial contact to completion of the transaction and adapts to various types of interactions.