Gestionate

Workspace dashboard
- Kanban board, calendar and task list
- Status, due date, priority and assignees per task
- Task report downloads in PDF and Excel
- Real-time productivity dashboard
Task management with AI Chat
- Task creation with a prompt
- Smart priority assignment
- Customizable notifications
- Automatic time estimation
Collaboration
- Task assignment to team members
- Real-time comments
- Automatic classification based on workload
- Read-only option according to permissions
Practicality and speed
- To-do tasks widget on Home
- Tags per task in personal Notes
- Quick actions on tasks
- Quick filters by status, priority, due date, assignee

Pipeline board
- Visual Kanban board with customizable deal stages
- Drag-and-drop stages, deal amounts and close dates
- Pipeline health indicators and conversion visibility
- Multi-currency support per pipeline
Deal management
- Create, edit and assign deals to team members
- Link deals to billing drafts automatically on closing
- Activity log and comments per deal
- Deal health score for pipeline prioritization
Sales with AI Chat
- Create and update deals via natural language prompt
- Query your pipeline status and metrics with AI
- Get win/loss insights and next-step suggestions
- Smart recommendations for deal follow-ups
Goals and analytics
- Set monthly revenue goals per pipeline
- Track won deals, conversion rates and revenue
- Export pipeline reports in PDF and Excel
- Executive dashboard with pipeline health overview

Finance
- Operations view in calendar, general and custom dashboard with charts and trends on your income and expenses
- Budget and expense category management, including payroll with detailed information such as hours worked, deductions and benefits
- Automated financial reports and optimization suggestions with action plans
- Manage different independent accounts, currencies and categories
Human Resources
- Integrated payroll management with attendance insertion and hours worked
- Role and permission assignment for all areas
- Private activity in personal areas and real-time activity log for collaboration areas
- Performance evaluations, goal tracking and talent management
Sales
- Comprehensive lead and prospect management, from prospecting to closing
- Visual sales funnel with customizable stages and conversion tracking
- Email and CRM integration to centralize customer interactions
- Commercial performance reports with conversion metrics, forecast and opportunity analysis
Organizational management
- Inventory control, logistics, deliveries and returns with stock alerts and resource traceability
- Internal and external blog for notifications, updates and communication between teams
- Continuous integration of third-party tools to improve collaboration, productivity and comfort
- Workflow automation with reminders, approvals and process tracking

Smart actions
- Create tasks, deals, and notes with a simple prompt
- Update deal stages and task statuses via chat
- Assign team members and set due dates by message
- Actions are executed directly in your organization's data
Context-aware queries
- Ask about your pipeline, tasks, or billing in plain language
- Get instant summaries of team activity and progress
- Filter and search data across all modules via prompt
- Real-time answers from your live organization data
Productivity boost
- Full conversation history with context preservation
- Understands complex, multi-step requests in a single message
- AI-generated reports and status summaries on demand
- Available on PLUS and above, with extended tools for PRO
Integrated with your workspace
- Access tasks, deals, notes and billing from one thread
- Remembers context within a conversation
- Respects your organization's permissions and roles
- Team-scoped: results are filtered to your organization

Transformyour way of working