Planner is now available in if.team — a new task management mode designed to help employees organize their personal workload independently from project structures, boards, and lists.
As the number of players and operational complexity grew, the company needed to bring all processes into a single system in order to manage operations centrally and get real-time financial visibility.
To build this chain as a unified system, the company implemented if.team as its core management platform. Our team supported the setup and implementation of processes.
In if.team, a recruitment module has been introduced, along with an updated roles and access system. The idea here is simple — recruitment can now be managed directly inside the platform, and access permissions are more flexible and closer to real workflows.
This case shows how their current workflow is structured and how an ERP system connected operational processes with the economics of the business.
We’ve added an integration with Ringostat and signed a partnership agreement, enabling automated call processing and faster conversion of calls into leads in if.team.
In April, we continued developing if.team in financial management, project structure, contacts, and team collaboration. Below are the key updates.
We’ve introduced a new Quotes module for creating and managing commercial proposals. It helps structure client offers and use them across leads, deals, projects, and financial workflows.
In March, we continued improving if.team based on your feedback. This month’s updates focus on comments, financial tools, project structure, analytics, and everyday usability improvements.
What is a KPI in simple terms? It’s one number or several numbers that show whether you’re actually moving toward a specific goal. Not how many actions you took, but whether a result appeared. A KPI isn’t for reporting. It’s for managing work. You look at the indicator and understand what exactly…
In February 2026, if.team released several updates across CRM, the financial module, and the overall platform.
A bottleneck in business is the point where a process actually slows down. Not formally, but in reality. This is where tasks pile up, waiting time increases, and the entire system starts working more slowly than it could. It can be a specific person who physically cannot handle the workload. It…
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