ProductFiles and records

Files next to the record.

Documents, invoices and attachments stay with the data they belong to.

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One clear place for documents.

Every customer's files sit in their own row, a click away.

See the invoice before you export it.

Review invoices and proposals, then export the PDF right there.

Other product areas

See the rest of the panel too.

Widgets
Tables, boards, calendars and charts: work on the same data from every angle.
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Customization
Shape the fields, views and pages around the work your team really does.
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Charts and reports
From sales to team work, every question has a chart that fits it.
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Social media and messages
A preview of content planning and message follow-ups, next to the rest of your team's work.
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This time, with your own work.

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We've got your back, even in the dark.