The whole client history in one card
Client information is spread across three places: a folder in the mailbox, a row in a spreadsheet, the manager's memory. So to find out where things stand, you ask the manager instead of looking at a screen. Aita works differently: from the first inquiry to the approved project, everything about the client sits in one card.
Lina Dobrovolska · Sales · 2 min readA web request becomes a lead
A client submits a request, and it becomes a CRM record along with its source: where they came from isn't entered by hand. A lead from an email is created the same way — the record is prepared by an AI persona, a worker with a name and limits, and a person confirms it in one click. If several colleagues received the same email, one person handles it — the rest see it's already done. From then on, you read about the new client not in the mailbox, but in their card.
Who owns the client is written in the card
The lead card opens on top of the board. At the top — the stage and expected amount; on the right — the manager, source, last and next contact. A new person opens the card and sees where things stand without asking the team: who owns it, when the last contact was and what's planned next. Emails and meetings for this request are right here, not in someone's mailbox.
You connect mail once
A client writes to a connected mailbox — and the new email attaches to the lead, contact, organization or project without manual moving; new emails come in every five minutes. Meetings sit in the "Calendar events" block. Everyone's mailbox stays private: colleagues don't read each other's emails — what's shared is the card itself. So you connect mail once, and from then on the correspondence collects itself.
The project starts from the same lead
When the client approves the start of work, the manager opens the "Project" block in the card and clicks "Create Project". The form opens with the lead already selected — the same one that came from the website; next to it is the "Link existing" button, if the project already exists. There's no need to enter the client again: the project stays linked to the lead it started from. From then on the work happens in the project, and the client card stays in place.
No more chasing people for information
The answer to "where are we with this client" is in their card — no asking around, no cross-checking spreadsheets. Manual work disappears from the day: keeping clients in your head, finding out who already replied, collecting correspondence before a call. The platform keeps the chain from request to project, and every link stays in place.