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PLATFORM MODULE

Coordinate Schedules and Understand Where Team Time Goes

Relecca connects calendar events and time sheets directly to customer records and tasks, giving managers realistic visibility into operations.

Collaborative Event Scheduling

Maintain a clear visual layout of team calendars and meetings.

  • Multi-view Calendars: Toggle between day, week, and month layouts.
  • Custom Event Types: Define color-coded event types such as Demos, Calls, Site Visits, and Proposals.
  • Drag-and-Drop Scheduling: Easily adjust meeting dates and times on the visual calendar grid.
  • Customer Association: Link participants, notes, and the related company, contact, lead, or deal to every event.
  • Reminders: Get in-app, email, or browser push reminders before events start.

Integrated Time Sheets

Log time directly against companies, contacts, leads, deals, and tasks.

  • Operational Transparency: Track actual effort spent onboarding clients or supporting deals.
  • Searchable Log History: Filter time entries and save the views you use most.
  • Exportable Records: Export time entries to Excel for your own billing or payroll process.

Calendar Views for How Far Ahead You Need to See

Day, week and month views answer different questions — what is happening now, what the week holds, and whether next month is already full. Relecca provides all three over the same set of events.

  • Configurable event types, for example meetings, phone calls, video calls, demos and site visits.
  • Each event carries dates, times, notes, participants and a status: pending, done or cancelled.
  • Events link to the customer, lead or sale they concern.
  • Drag-and-drop rescheduling directly within the calendar.

Time Logged Against Records, Not Just People

Time data is most useful when it describes work rather than staff. Entries in Relecca attach to the record the work was done for, which is what makes effort-per-account visible.

  • Log time against companies, contacts, leads, deals and tasks.
  • Each entry stores duration, date, linked record, assigned user and description.
  • Custom fields for whatever your billing or reporting process needs.
  • Searchable history for answering a client query or preparing an export.

Why the Connection Matters

A standalone calendar tells you where people will be. A calendar attached to customer records tells you what the business is doing with its relationships — and makes the follow-up from a meeting land somewhere permanent.

  • Open a meeting and see the account history behind it.
  • Spot accounts that have had no contact this quarter.
  • Create follow-up tasks while the record is already open.
  • Report on customer-facing time separately from internal time.

Ready to configure Calendar & Time Tracking?

Get started in minutes. Import your Excel spreadsheets or invite your team.

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Good afternoon, Daniel Morgan 👋

Thursday, August 27, 2026

Total Customers3 +100% vs last month
Active Sales1 +0% vs last month
Open Tasks3 +100% vs last month
Hours Tracked0h +0% vs last month
Sales pipeline
Won 1Offer 0Negotiation 0Lost 1
Operations Platform Upgrade

Fjordline Consulting · $45,000

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Relationship Management Suite

Northwind Analytics · $28,500

3 days ago
Team Rollout Project

Fjordline Consulting · $62,000

3 days ago
Tasks summary
In Progress
Review Integration Scope

Fjordline Consulting · 31/08/2026, 08:30 PM

Platform Demo

Solberg Studio · 25/08/2026, 03:00 PM

Pending Review
Prepare Client Onboarding Documents

Northwind Analytics · 27/08/2026, 04:00 PM