Module · Get things done
Keep the work moving — without leaving your CRM.
Tasks, projects, calendar, documents. Every item linked to a lead, campaign, or client — so context never gets lost when work moves between tools.
Namiesto žonglovania s
Získate
Jeden účet Aderius. Všetko prepojené.
Tasks reference leads + clients natively. No more 'wait, which client was this for?'
Pre koho je to určené?
Skutočné scenáre — vyberte si ten, ktorý je vám najbližší.
Solopreneur
Tasks in Notion, leads in CRM, calendar in Gmail — context is everywhere.
Task tied to lead. Click task → see whole lead history. No tab juggling.
Small agency
Per-client project boards across 5 clients.
Projects scoped to client. Per-client deliverables view. Time-tracked tasks for billing.
Sales team
Demo bookings + follow-ups + proposals tracked everywhere different.
Pipeline → tasks → calendar bookings, all one record. Auto-create follow-up tasks per pipeline stage change.
Newsletter creator
Editorial calendar in Notion, send in Mailchimp, leads in spreadsheet.
Editorial in calendar → links to draft doc → triggers campaign → leads tracked.
What's inside
Tasks
Status, priority, due dates, assignees, watchers, attachments. Link to lead, project, client, or campaign.
Projects
Boards (kanban) + lists + Gantt. Milestones. Per-project time tracking. Auto-roll-up to revenue when client-billable.
Calendar
Unified view: tasks, project deadlines, campaign send dates, scheduled posts, demo bookings.
Documents
Files attached to leads, projects, clients. Search across everything. Version history.
Smart links
Every task can reference a lead, project, client, campaign. Bi-directional — see the task list from the lead view.
Time + billing
Track time on tasks → auto-create line item in client invoice. Per-rate billing per project.
AI rozšírenia
AI inside work
Task suggester: after a lead reply, AI proposes ‘Schedule follow-up call’ or ‘Send proposal’ as a task.
Doc summarizer: drop a long doc, AI gives 5-bullet summary + action items.
Project status writer: Friday AI brief per project — what closed, what's blocked, what's next week.
Connected to the rest of Aderius
Lead replies
Auto task suggested
Project bound
To client
Calendar
Unified schedule
Time tracked
Per task
Invoice
Auto line items
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