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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.
In February 2026, if.team released several updates across CRM, the financial module, and the overall platform.
A KPI is a number that shows whether you are moving toward a goal and tells you what to do next. Ten KPIs for project-based teams with formulas, a filled-in KPI passport and a worked example of a design studio.
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…
We’ll show how projects, team time and finances connect in one system, using your processes as an example.