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Feature

Tasks & leads in one workspace

From the first lead to the last task: a calm pipeline and a clear task board, without bouncing between tools.

Task-management screen with priorities, status columns, and ownership.

One pipeline

Leads, status, and owners — no separate CRM required.

Tasks with context

Tasks live on a lead, project, or client — never in no-man's-land.

Deadlines that count

Reminders that fit your workflow instead of nagging it.

Team visibility

Who's working on what — and who's overloaded — at a glance.

How it works

How it works

  1. Add a lead

    Source, owner, and next action. Custom fields supported.

    Task-management screen with priorities, status columns, and ownership.
  2. Assign tasks

    Right from the lead, with deadlines and reminders.

    Leads pipeline with deal stages, volume, and close probability.
  3. Run pipeline reviews

    Weekly views surface bottlenecks and opportunities.

Feature

What's inside

Custom fields

Required fields per pipeline stage and custom columns.

Activity timeline

Calls, emails, and meetings — chronologically logged.

Lost-reason tracking

Captured for clean conversion analytics.

Kanban + list

Switch between board and list as you prefer.

Features

One feature, every role

Pistacio adapts to the role — from admin to team member — so the same feature serves different people in different ways.

Admin

Full control over billing, organization settings, and user management.

  • Organization-wide settings and billing
  • User provisioning and role assignment
  • Custom fields and workflow configuration
  • Audit logs and governance exports
  • API access and integrations

Manager

Oversee projects, approve timesheets and leave, and monitor team performance.

  • Project dashboards with budget tracking
  • Timesheet approval workflows
  • Leave request management
  • Team utilization and capacity reports
  • Client-facing project summaries

Team Member

Log time, submit expenses, manage tasks, and request time off — fast.

  • One-click time tracking with project picker
  • Expense submission with receipt upload
  • Personal task board and deadlines
  • Leave balance and request history
  • Weekly timesheet overview

Join the open beta—free while we learn with you

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