Email can now be connected to the if.team CRM. Incoming and outgoing messages create leads according to the selected rules, while the rest of the conversation stays in the lead profile. We have also redesigned contact selection and removed the separate editing mode for lead fields.
Word, Excel, and PowerPoint files now open directly in if.team, while a quote can be turned into a ready-to-use DOCX or PDF. The document uses data from the quote profile and a template with the company’s own design.
Transfers now have more settings, custom fields can be arranged in the required order, and a new employee’s details can be entered during the invitation. We have also updated financial categories, adapted the Finance module for smaller screens, and clarified how completed projects behave.
The if.team Finance module has received several major updates. The system now includes a management balance sheet, a receivables and payables register, and VAT accounting. We have also expanded account settings, improved transaction performance, and updated rate management in Time & Material…
We have expanded project and task management capabilities in if.team. Projects can now be linked together, bulk operations are faster, and the Gantt chart, checklists, sorting, and iteration lists offer new configuration options.
The if.team mobile app has received several major updates. It now supports full project management, Deep Links, lead conversion, custom fields, and expanded filters. We have also updated notifications in both the mobile app and the web version.
External messengers can now be connected to the if.team CRM, allowing teams to manage customer conversations in a single window. We have also added document generation from the lead profile and expanded custom field capabilities for working with contacts.
We have expanded the if.team capabilities for working with company structure and employee data. The organizational chart is now easier to view and update, employee profiles display tenure, and the workload calendar now highlights not only birthdays but also work anniversaries.
if.team now includes a new Automations module. It helps teams delegate repetitive actions to the system, save time, and reduce the number of errors in everyday processes.
In this case, we will look at which tasks were important for the company “Zakhyst Vlasnosti”, how they came to using if.team, and how they built their work in the system.
Pixready approached us with the goal of building a more transparent system for managing tasks, time, and project economics. To achieve this, we adapted the product to their real processes, relied on team feedback, and improved the service.
We have updated the project screen in if.team and introduced custom dashboards. Teams can now configure their workspace according to their workflows, tasks, and priorities.
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