MANAGEMENT

Organize your daily operations

Tasks with subtasks and recurrence, centralized contacts with labels, and a shared media library. All the operational backbone in one place.

Tasks
4 tasks
Set up Q2 campaigns
Google Ads
Urgente
High
Review social media copy
Contenido
Medium
Copy Instagram — Product Reel
Copy Facebook — Tips Carousel
Copy LinkedIn — B2B Article
Send monthly report to Client ABC
Reportes
Medium
Update landing page
Desarrollo
Low
TASK MANAGEMENT

Tasks that adapt to your workflow

Create, assign, and track tasks with subtasks, automatic recurrence, color labels, comments, and multiple views. Personal, workspace-level, or per account.

  • Subtasks and hierarchy
  • Automatic recurrence
  • Roles and permissions
Organize your team with tasks
Contact Detail
Edit
MG
Maria Garcia
Marketing Manager
VIP
Active
Email
maria.garcia@empresa.com
Phone
+54 11 5555-1234
Workspace
A
Agencia Digital XYZ
CONTACTS

Your contacts, centralized

Manage contacts at the workspace level. Assign to accounts, tag with color labels, mark favorites, and export to CSV. All with role-based permissions.

  • Account assignment
  • Labels and favorites
  • Bulk actions
Centralize your contacts
Files6 files
2 selected
banner-q1.png
1.2 MB
reel-promo.mp4
8.4 MB
logo-cliente.svg
42 KB
post-tips.jpg
890 KB
story-oferta.png
650 KB
brief-q2.pdf
2.1 MB
MULTIMEDIA

All your files, organized and ready

Multimedia library with color-coded folders, upload with progress, grid and list view, and direct selection from the social planner and email editor.

  • Color-coded folders
  • Upload with progress
  • Integrated with other modules
Organize your media library
Folders
Processes8
Onboarding5
Templates12
Guides6
Search documents...
New
Client onboarding processProcesos
AC
Mar 24
Campaign setup checklistTemplates
JF
Mar 22
Naming conventions guideGuías
TL
Mar 20
SOP: Monthly reportsProcesos
LS
Mar 18
KNOWLEDGE BASE

All your team's documentation in one place

Centralized knowledge base with rich-text editor, folder organization, and search.

  • Rich-text editor
  • Folder organization
  • Full-text search
Centralize your team's knowledge
Activity
Search...
New
All
Notes
Meetings
Milestones
Campaign launched: Spring Sale
AC
10:30
Pinned
📝
Client requested budget increase for Q2
JF
09:45
📅
Weekly review with Outdoor Gear Co.
TL
09:00
📝
Competitor analysis: new player in market
LS
Yesterday
Reached 1,000 conversions milestone
PG
Yesterday
ACTIVITY

Your organization's activity journal

Timeline with notes, meetings, and milestones. Pinned entries, inline search, and detail side panel.

  • Timeline with entry types
  • Pinned entries
  • Inline search and filters
Record all your team's activity

Centralize your operations

Tasks, contacts, and files in one place.

14 days free of charge · Cancel anytime