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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

Additional tools for daily work, auditing, and document preparation.

Other tools

Prepare and download business documents in bulk as PDFs.

PDF export

A chronological view of activity and related records.

Timeline

System actions, changes, and audit information.

Activity log

Shared announcements for Staff and customers.

Message board

Hanna AI helps users interpret calls, email communication, and Leads while keeping human review in the workflow.

Hanna AI: call, email, and Lead analysis

Grant Customer Portal access to a Contact person and troubleshoot record visibility securely.

PDF export

Timeline

Activity log

Message board

Articles