Description:
Reta is a CRM and business workflow app built for sales teams and service businesses. Manage contacts, deals, tasks, and documents in one place to accelerate revenue and keep projects on schedule.
Core features
- Smart CRM and sales pipeline tracking with reminders, email logging, and revenue forecasting.
- Workflow automation that auto-assigns tasks, sends follow-ups, and generates invoices to reduce manual work.
- Real-time analytics and customizable dashboards for pipeline health, team performance, and cash flow.
Fast to onboard, cloud-synced across devices, and integrated with email, calendar, and cloud storage. Ideal for SMBs seeking an easy-to-use CRM app with workflow automation, business analytics, and secure team collaboration.