I’ve been working independently on a CRM

I’ve been working independently on a CRM and a process/project/task manager, and finally brought the two of them together. Here’s a YouTube demo of the current state of doc.

The combination allows Hubspot-style workflow automation, where an opportunity (deal) moving through a pipeline can trigger an process (SOP) at any pipeline stage. You can build out processes with task assignments, dependencies, and estimated durations. When triggered, the process spawns a project and tasks with the appropriate assignments.
Thanks to the current state of cross-doc, the opportunity is updated in the CRM to show the new project. Pretty cool!
Looking forward to continuing to deepen support for continuous improvement of business processes. Ask me anything!

Our accounts payable team was experiencing a significant manual workload, and we were looking for a solution that would reduce it without a lengthy implementation. That's why precoro was launched in less than four weeks. By the second month, the team was processing invoices faster than before, requiring fewer fixes. Learning the system took little time because the interface is truly intuitive and logical.