Every feature you need in a CRM application

Fully Customizable

You decide what should be created automatically and when: set the triggering event, add multiple criteria if needed, and then define what should happen automatically

Fully Logged

You'll never have to wonder "How did this get here again?" because every automated process is logged, so you can see exactly when each item was created automatically

Multiple Automated Processes per Event

A single event can trigger multiple automated processes, so there's no need to create dozens or even hundreds of separate rules

Unlimited Client Records

Add as many clients as you need, whether individuals, companies, or subcontractors. No more need to store data in Excel or other systems.

Detailed Client Profiles

Add multiple types of addresses to each client (billing, service, mailing), so the right information is always available for the current process.

Documents and Tags

Upload contracts, invoices, and other documents, and tag your clients for quick filtering.

Calendar and Events

Record client-related meetings and events and assign them to users. Events can be retrieved later, allowing you to track every interaction.

History and Activities

The client page shows which colleague completed which task and which quotes or orders were created. This ensures complete transparency and smooth teamwork.

All Client Data in One Place

Create any entry or data related to a client and find everything in one place on the client profile page.

Secure Email Integration

After configuring your SMTP/IMAP details, you can connect your email account with a single click.

Familiar Environment, More Possibilities

Email management works just like in Gmail – but emails can be directly linked to a client, quote, or order.

Create a New Client from an Email

When a new lead contacts you, you can create a client profile from it with just a few clicks.

Create Quotes and Orders from Email

Create documents directly based on email content and send them from the system.

No More Saving Files Manually

You don't need to download files: you can attach files to emails directly from the client page.

Security First

We do not store any data during the integration, so your data remains secure.

Unlimited Boards and Columns

Organize your projects and processes exactly the way your team works.

Flexible Task Management

Assign users, deadlines, and tags to tasks, and even link them to specific clients.

Complete Transparency

See at a glance where work stands, what has been completed, and what is stuck.

Detailed Descriptions and Deadlines

Add a name, detailed description, and priority to every task.

Teamwork Support

Assign tasks to multiple colleagues who can indicate in real time when they are finished.

Monitoring and Transparency

The task creator can continuously see the statuses, so they always know what to expect.

Shared Time Management

See your own and your colleagues' events, making scheduling simple.

Detailed Event Information

Location, participants, related client, and duration – everything in one place.

Department-Level Events

You can also set up department-wide meetings, so the entire team is notified at once.

Detailed Catalog

Manage your products and services organized by categories, subcategories, and types.

Pricing and Data

Record prices, VAT, currency, and other important information so you always work with accurate figures when preparing quotes.

Quick Access

Simply select the required items when creating quotes and orders.

Personalized Quotes

Every quote can be linked to a client and user and can contain the client's requirements, subject, and request.

Statuses

See where a quote stands – sent, accepted, or rejected.

Stages

Quotes can be assigned to different stages, making it clear what needs to be done next.

Documents and Products

Attach documents and add products, including products from your portfolio.

Automated Process

Any quote that is no longer a draft can be converted into an order with a single click.

Create with One Click from Email

Create a quote from an email with just one click.

Linked to the Quote

Every order is linked to the corresponding quote, making the entire process completely transparent.

Same Easy Management

Orders offer the same features as quotes, so there is nothing new to learn.

Save as PDF or Print

Save a quote as a PDF with one click or print it directly.

Real-Time Notifications...

The system immediately notifies you when you receive a new task, a calendar entry is created, or a change occurs.

...that won't be forgotten

You can review notifications in a list and mark them as read or unread, so nothing gets forgotten.

Detailed Reports:

• Daily and period-based changes in the number of clients
• Client type ratio (individual or company)
• Active/inactive client statuses
• Number of quotes and orders, broken down by day and total

Custom Access Control System

We give you full control over who can see and manage what. Create your own roles and assign them to users or entire departments.

Affiliate Program

• As a referrer, you receive a 10% commission for every active user you refer
• As a referred user, you receive a one-time 10% discount on your monthly fee.

Flexible Tags

Tags can be assigned to clients, users, or subcontractors, making it even easier to filter and manage your data.

Widely Applicable

Assign a created checklist to a client, order, quote, task, calendar entry, or Kanban task.

Nothing Gets Forgotten

With checklists, nothing gets forgotten. You don't have to keep extra things in mind – just follow a list.

Use Templates

You don't have to write a checklist from scratch every time. Save them as templates to make creating similar lists easier later.

Unlimited Users

Your team can grow at any time with no additional cost.

Ready to Use Immediately

Get started immediately after registration – no setup fee and no lengthy configuration.

Simple, Fixed Price

10,000 HUF/month, with all features available without limits.