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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

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