Workflows

Using the system you can keep a live track of each project. From the digital signature stage, through all communication with the customer on the part of the firm, receiving payments, sending messages, tasks, documents, etc. - everything is possible directly from our system. The system is customizable so you can easily and quickly view complete customer data in any way you choose.

Easily create your workflow, add your steps and assign missions to your team

Manage your workflows

Make your edits or add new steps

Track your workflow developments

Look after payments, budget and steps' status

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A full CRM for free — customers, invoicing, calendar, payments, chat, and built-in AI. Pay only for extras.

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