📌 Task & Staff Management

• Assign, track, and follow up on tasks across departments

• Add task followers, comments, attachments, and timelines

📌 Surveys & Feedback

• Create and distribute customer or staff surveys

• Use insights to improve services and boost satisfaction

📌 Customization & Branding

• Match the CRM interface with your company colors and logos

• Use custom fields to store extra data for clients, leads, and tasks

📌 Calendar & Events

• Centralized calendar with project milestones, meetings, and reminders

• Staff-based visibility and access permissions

📌 Real-Time Reporting

• Sales, expenses, client performance, and lead conversion reports

• Visual dashboards and exportable insights

📌 Automation & Reminders

• Schedule staff and client reminders via email or in-app

• Recurring tasks and workflows for repeated processes

📌 Security & Backups

• Encrypted sensitive data to keep your information secure

• Automated database backups to avoid data loss