The Avanta platform
Everything your team needs to stay organized and move work forward.
Keep customer details, contact information, notes, related companies, files, deals, projects, and tasks together. Every team member can quickly understand the complete customer relationship before taking action.
Explore Contact ManagementManage opportunities through a clear Kanban-style sales pipeline. Move deals between stages, assign team members, attach files, add notes, and connect every opportunity to the right customer.
Explore Deal ManagementCreate standalone tasks or connect them to customers, deals, projects, and team members. Set deadlines, priorities, descriptions, and urgency levels so everyone understands what needs to happen next.
Explore Task ManagementBreak customer work into projects, subprojects, tasks, and subtasks without losing the relationship between them. Your team can see the work behind every deal and monitor progress from one place.
Explore Project ManagementUse dashboards and configurable widgets to understand current activity across your business. Filter information by day, month, quarter, or year to review workload, deadlines, deals, and business performance.
Explore DashboardsSearch across contacts, deals, tasks, and other business records without manually opening every section. Spend less time looking for information and more time acting on it.
Explore Search