In progress
Use Cases
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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.