Features

• CRM

  Know every customer before you pick up the phone.

  • Companies and people, with the group a company belongs to
  • A deal board by stage, with amounts per currency
  • Calls, meetings, e-mails and notes on one timeline
  • Tags, your own fields and filters you can keep
  • Company details filled in from the EU VAT register (VIES)

• Documents and files

  The company's drive, joined up with its customers.

  • Folders, previews and versions in the browser
  • Scanned PDFs made searchable (OCR)
  • Every upload checked for viruses
  • Office documents edited in the browser
  • Links to share a file or a folder outside the company

• E-signing

  A contract signed in minutes, not days.

  • Smart-ID, Mobile-ID and eParaksts, through Dokobit
  • Qualified e-signatures, valid across the EU
  • The signed copy kept next to the deal and the customer

• Calendar and tasks

  Nobody forgets to call back.

  • Tasks with kinds, due dates and people
  • One calendar for the team; drag a meeting to move it
  • My day: what is due today, first thing in the morning
  • Reminders in the app and by e-mail

• Dashboard

  A start page each person arranges for themselves.

  • Widgets for tasks, deals, files and more
  • Each widget opens the full list behind it

• Security and privacy

  Built for the GDPR from the first day.

  • Data stored in the European Union
  • Private records and fine-grained sharing
  • Export a person's data, or erase it, on request
  • An audit log of who did what

Works where you are

• One search

  Customers, deals, tasks, files and the text inside documents, in one box.

• English and Latvian

  Each person chooses their language; dates and amounts follow it.

• Guests

  Invite an accountant or a partner to see only what you share with them.