Project Management
- Create project plans
- Set start and due date for a project
- Assign milestones to a project
- Set start and end date for a milestone
- See at a glance if your project is on track
- Assign a project manager to oversee a project
- Assign a separate person to oversee individual project milestones
- Record tasks required to complete a milestone
- Assign tasks to individuals
- Set priorities for project tasks
- Users can list project tasks by priority
- Attach files to a project

Case Management
- Track customer service, technical support, customer complaints and similar incidents
- Integrate your service, sales and support emails directly into cases
- Holds a chronological record of all correspondence
- Automatically assigns a unique case number for every case
- Built in spam filter
- Prioritize issues according to critical or urgent factors
- Set a due date with CRM dashboard integration
- Record the classification of each case
- Fully customizable classifications
- Full HTML formatting abilities for recording correspondence
- Copy and paste from emails with preserved formatting

Contact Management
- tore comprehensive information on your customers and contacts
- Centralise your customer database for sharing with staff members
- Quick search system to get customer information fast
- Easily search for company links when entering contacts
- Categorise contacts by regions, referral sources, and many more search criteria
- Fully customisable contact and address types
- Set a preferred contact method and address for each contact
- Easily see all contacts belonging to a company including information on the last contact with each customer

File Attachments & Uploads
- tore comprehensive information on your customers and contacts
- Centralise your customer database for sharing with staff members
- Quick search system to get customer information fast
- Easily search for company links when entering contacts
- Categorise contacts by regions, referral sources, and many more search criteria
- Fully customisable contact and address types
- Set a preferred contact method and address for each contact
- Easily see all contacts belonging to a company including information on the last contact with each customer

Shared Calendars
- View calendar information by month
- View calendar information by week
- “Quick Add” a calendar item for the current day with 1 click
- Fully customisable calendar item types
- Set particular appointments as public (visible by all users) or private (visible only by owner)
- All day classification for calendar items
- Set a subject and detailed notes on appointments
- Easily set reminders for calendar appointments
- Combined calendar with appointments, projects, milestones and events
- Create customised calendars by grouping users into calendar filters (eg: executive staff calendar, sales team calendar, etc)
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