Activities & Knowledge
The everyday work and reference material that surrounds your records.
Activities
Activities are the things you do with customers — tasks, calls, meetings, and notes. They attach to contacts, accounts, opportunities, and cases so every record shows its own timeline of what happened and what's next.
Attachments
Attachments let you store files against records. Uploads go through FilesHub rather than paid object storage, keeping the project within its free-tier, zero-cost constraints while still giving each record its documents.
Knowledge base
The knowledge base holds articles organized into categories, with search so your team can find answers fast. Articles support viewing, editing, and category management — useful both for internal playbooks and for support agents resolving cases.