Create a project with any number of assignable tasks, and milestones with due dates. Associate the project with a customer, case, or another entity so that it can always be easily found. Then, attach files, collaborate, and track progress right from the project’s dashboard.
VIBIZI shows you a complete history of your relationship with leads and customers. In their contact record you’ll find their personal information, notes you’ve written, and emails and calls you’ve exchanged with them.