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Utilities (Forms, Tasks, Docs)

Productivity tools to keep your work organized.

1. Task Management

Assign tasks to yourself or teammates. - Reminders: Set due dates. - Link: Attach tasks to specific Contacts or Deals. - Status: To-Do / In Progress / Done.

2. Documents

A secure file storage for your team. - Upload: Contracts, Scripts, Product Brochures. - Share: Quickly send these files in WhatsApp chats.

3. Lead Forms

Create web forms to capture leads. - Builder: Drag-and-drop form builder. - Embed: Get specific code to embed on your website. - Auto-Sync: Submissions automatically create a Contact in WhatzCRM.