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A new Work module, and e-signatures

NewImprovedCRMFormsMoneyWork

Projects, tasks and goals now live together in Work. Documents can be sent for signature, with a record of every step.

What changed

  • Projects, tasks and goals live together in Work, and goals can break down into objectives, key results and tasks.
  • Start a new project from anywhere, without leaving the page you're on.
  • Send a document for e-signature and keep a record of who signed and when.
  • Choose a form's width, look and background, and what happens after someone sends it.
  • Import contacts without leaving your contact list.
  • Money is grouped by currency instead of added together.

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