In progress
Automations
This page is still being built. In the meantime, head back home or reach out to the team.
Manage relationships
Product overviewSee how Avanta connects client relationships and daily work.Contacts & CompaniesKeep customer details, activity, notes, and linked work together.Communication & ActivityTrack email, Telegram, calls, and relationship history.Files & ImportsOrganize files and bring structured customer data into Avanta.
Manage work
Pipeline & ProjectsMove opportunities through the pipeline and into delivery.Tasks & CalendarPlan the work, see every deadline, and stay ahead of what comes next.Reports & IntelligenceTurn workspace activity into a clearer view of progress, performance, and what needs attention.Workspaces & Team AdministrationOrganize teams, members, roles, and business workspaces.AutomationsComing soonCreate trigger-based rules for tasks and notifications.
Sales & Business DevelopmentOrganize relationships, track opportunities, and keep follow-ups visible.Client Service & Account ManagementGive every client conversation the context, activity, and next step it needs.Operations & Project DeliveryCoordinate projects, tasks, deadlines, files, and delivery progress.