Find the details you need faster
Find the details you need alongside your current work, without searching other tools.
Open the timeline to see new events and previous changes. Find when a change happened and which record it affected. People with the appropriate permissions can also access the detailed audit history.
Example voice conversation: Activity
What changed most recently for our CRM customers?
Today at 10:42, Petra updated Studio Luna’s email address. The change is recorded in the audit history.
What was the old email address and what is it now?
It was kontakt@luna.example. It is now faktury@luna.example. Both the previous and new values are recorded.
Show me the other changes for this customer too.
Monday: customer created. Tuesday: phone added. Today: email changed. Each change includes its author and time.
Find the details you need alongside your current work, without searching other tools.
Review your records to check their current status and decide what to work on next.
Connected apps share information, so you do not have to enter the same details again.
Track new events and look up previous changes in one view.
Use customer, job or payment details in other apps you have enabled. Your team can work from the same information without entering it again.
Explore connected appsStart for free and see how much manual data entry and information chasing you can eliminate.