CRM checklists that show how many steps are done

Leads, customers, tasks and documents each have a Checklist tab. That means you can keep a new-client checklist on the customer, a qualification checklist on the lead and a delivery checklist on the task, each sitting right next to the work it describes.

Yes. Each item on a checklist can be assigned to a teammate on its own, so one list can be shared by several people while every step still has a clear owner. It is an easy way to split a job without creating a separate task for every step.

Each record's row in the list shows a live X of Y done count for its checklist. You can scan a whole list of leads or tasks and see how far each one has come without clicking into any of them.

Yes. Drag items up or down until the list matches the order the work happens in. That helps new staff follow the steps in the right sequence and keeps everyone working from the same plan for that record. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Yes. When a step comes up in a record's chat, you can add it to that record's checklist without leaving the conversation. It saves copying the point across later and makes sure agreed steps end up on the list. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Yes. With checklist templates, picking a lead source on a new lead copies that source's starter checklist onto it. Your team then works through the list, assigning and reordering items the same way as any other checklist. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.