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Session-specific client workflows with manual control over individual steps

Shared customer history, sales pipelines, and follow-up tasks for growing teams

Recruitment ATS and CRM with candidate, client, and placement work

Customer history and sales work connected to website inquiries

Customisable sales records with inbox sync, no-reply reminders, and workflow rules

Sales opportunity paths with phase checklists and inactivity triggers

Insurance client and policy records connected to sales and servicing work

Coordinate account and buying-group context across sales and marketing

Field-sales account routes with saved itineraries and activity logging

Capture personal to-dos and team tasks across web and mobile apps.

Team messaging included in the eXo Platform collaboration suite.

Manage personal or team schedules in Proton’s privacy-focused calendar service.

Outbound sales calling, prospect research and coaching in a shared workspace

Organize team documentation and a shared knowledge base inside a collaborative workspace.

Build diagrams, flowcharts, and idea boards together with shapes, notes, and live comments.

Shared work chat for teams, outside collaborators, and visible chat agents.

Investor relationship tasks and fundraising pipelines with configurable overdue alerts

Show connected team performance with custom measures, goals and reports.

Cross-library icon search with plugins and shared team collections.

Run image and video AI models on one platform with team workspaces and plugins.

Workforce management app for hourly teams with scheduling, time tracking, and team messaging.

Use channel-based team chat with open-source hosting and no per-seat charge.

Keep technical team communication on infrastructure the organization controls.

Inbox collaboration for teams that run on email