CRM: Tasks, Calendar and Email
Tasks
Each task has a title, description, status (Pending, In Progress, Completed, Cancelled), priority (Low, Medium, High, Urgent), due date and a linked contact, company or deal. Overdue tasks show in red and tasks due today in amber, and reminders appear as notifications.
Calendar
Monthly, weekly and daily views. Events are color-coded: meetings, calls, follow-ups, deadlines and other. Each event can have a time, location, linked contact or deal, a reminder and a repeat schedule.
- Send emails with To, CC and BCC, save drafts, and reuse templates.
- The inbox groups emails into conversations by subject and contact, with folders for All Mail, Sent, Drafts and Failed.
- An Opened badge shows when a recipient opens an email.
- A signature from Settings is added to every email.
Before sending, the client adds their SMTP or SendGrid details in Settings.