All product updates
Product Updates

CRM Project and Task Management

Project and task management adds a Kanban pipeline from first contact to installation, with task assignment, file sharing, notes, and deadline tracking.

Feature 01

Project Management Module

A Kanban View lets teams manage the entire lifecycle of leads and projects, from initial contact to completion, with drag-and-drop stage transitions and full pipeline visibility.

Feature 02

Task Management

Break projects into manageable pieces by assigning tasks to team members. File sharing, note attachments, deadline monitoring, and Kanban-based progress visualization ship in one workflow.

Originally published on: LinkedIn

Get started

See solarVis in action

We use cookies to improve solarVis

Necessary cookies keep the site running. Analytics and marketing cookies show us which pages actually help installers and let us measure our ads. We enable analytics and marketing cookies by default to improve this site and measure our ads. You can opt out anytime. Read our Cookie Policy