Deals and pipelines
Each board is its own pipeline or process with columns, fields and owners.
The Boards module
Deals, tasks and client conversations on one board
Boards are a CRM and a task tracker in one: deals and tasks move across columns, client messages from messengers and the website chat land in the card, and cards are linked to money and documents.
3 900 ₽ a month for the module plus 390 ₽ per user, charged daily
What the module includes
Team tasks
Assignees, deadlines and priorities, with comments and change history on every card.
Client conversations
Telegram, MAX, VK, WhatsApp and the website chat connect from the Market: a client message appears as a card on the board.
Approvals
A payment request moves along the approval chain on its own, and the AI agent nudges whoever is holding it up.
Questions
Can I move data from amoCRM or Bitrix24?
Yes, CRM migration connects from the Market: pipelines, deals, contacts and companies move onto boards with their history.
Do website requests land on a board?
Yes. The website form and the website chat create a card on the board as soon as a client writes.