Manage the life cycle of tasks using status sets and scripts.
Define what statuses a task or object created based on a task can have during its lifecycle.
Find the process you need quickly and easily using the filter.
Rules for Status Changes
Describe all paths a task can take in its lifecycle and specify variants of transitions from status to status.
Set up automatic sequences of operations on contacts that are linked to specific events and sets of conditions.
Set up automatic sequences of operations on tasks that are linked to specific events and sets of conditions.
Trigger scripts with delay.
Find the script you need easily using the search feature.
Script Testing Mode
Before running a script, test its settings to be sure that it works correctly.
Monitor how and when scripts are running in the script log.
Task and project management, comments, interface setup, creating reports, working with contacts, documents, and data tags, access management, integrations, configurations and much more.