reta
International Living Publishing Ltd
About this app
- Category Business
- Age 10
- Updated Jun 18, 2025
- OS IOS
Editor reviews
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.
Screenshots
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How to use:
1. Download Reta and sign up with your work email, then create or join a workspace.
2. Import contacts and deals via CSV or by connecting your email and calendar, and organize them with tags and custom fields.
3. Configure your sales pipeline stages and add tasks, reminders, and documents to each deal for clear next steps.
4. Enable automation templates to auto-assign owners, schedule follow-up emails, and generate invoices when a deal is won.
5. Open the Analytics tab to track KPIs, share dashboards with your team, and manage permissions for secure collaboration.