Centralise tasks

Keep communication in check

With notes, you can update your accounts and prevent duplicate actions from different team members. See when one task is blocking another and avoid bottlenecks. Customers get consistent communication, and team collaboration becomes effortless.

Filter and assign tasks

So everyone knows what to do and when to do it. You can easily see what’s being completed and what needs to be done. Filter tasks only assigned to you, empowering you to work the way you want.

Fine-grained admin roles

Set team permissions to manage who can do what, who’s allowed in and who’s not, and set up policies to protect your accounts receivable from potential chaos.