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Roadmap

Changelog

How can we help you?

Start with Hanna basics, your profile, Dashboard, and everyday navigation.

Essentials

Manage customer information, Leads, Opportunities, and sales activities.

CRM and sales

Plan Tasks, Calendar activities, Projects, and team goals.

Work and projects

Create and manage financial documents, Payments, Expenses, contracts, and files.

Finance and documents

Manage Items, Orders, stock movements, and logistics workflows.

Items, inventory, and logistics

Handle Tickets, email, Assets, and service processes.

Service and assets

Use Reports, imports, exports, and file management tools.

Reports and data

Configure your organization, Staff, permissions, modules, security, and integrations.

System administration

Use the mailbox, manage messages, and link email to CRM records.

Email

The email module allows you to read and write emails and link important communications to Hanna records.