Connect the entire chain. From prospecting, sales, and delivery to follow-up, customer service, and upselling.

Faster response times, proactive communication, and customized solutions that leads to higher customer satisfaction and value.

• Triggers for Projects: Automate actions based on specific project events, such as creation, updates, or task completions. This can streamline workflows and reduce manual intervention.
• Project Configuration in Admin Settings: Centralize the management of project templates and types, allowing for greater customization and control.
• Custom Field Restrictions: Enforce specific custom fields for different project types, ensuring data accuracy and relevance.
• Enhanced Project Details: Improve the visibility of crucial project information with a redesigned "Details" tab and additional fields.

• Service Project Integration: Seamlessly view service projects in the Upsales calendar for better planning and coordination.

• Template Editor Refinements: Differentiate between service and project templates to optimize the creation process.

• Invoice Management: Create and manage invoices directly from the project drawer, simplifying the billing process.

• Call and Appointment Integration: Associate calls and appointments with specific projects for better context and tracking.
• Template-Based Calls: Incorporate pre-defined call templates into projects to standardize communication.
• Existing Call Relationships: Link existing calls to relevant projects to establish a comprehensive view of customer interactions.
• Task Template Integration: Quickly add pre-configured tasks from templates to projects, accelerating task creation and consistency.