Sales CRM
Leads, deals, contacts and accounts in one directory, with pipelines shaped to your sales cycle. Score leads on real activity and qualify with BANT before a deal reaches the board.
- Visual kanban pipelines with drag-and-drop deals
- Lead scoring to surface hot opportunities
- BANT (budget, authority, need, timeline) tracking
- Full communication history per contact
Quoting, invoicing & billing
Quotes your customers approve online, invoices sent through your own Stripe or PayPal, and the back office behind them — subscriptions, accounts payable and financial reporting. It runs alongside your accounting software, not instead of it.
- One-click quote → invoice conversion
- Paid status syncs back from Stripe / PayPal automatically
- Bank statement import and reconciliation
- AR/AP ageing, GST/BAS summaries
Jobs & field dispatch
Office dispatchers and field crews on one board — plan jobs, assign a crew and a zone, and enforce safety with guided checklists. Technician photo upload from site and a digital signature close the job out.
- Dispatch board with crew and zone calendars
- Guided checklists — SWMS, materials log, site check
- BOM parts picking from inventory
- Customer digital sign-off and signatures
Inventory & procurement
Product & service catalogs, stock and purchasing tied straight to the quotes and jobs that consume them. One catalog fills a quote line, a job's parts list and a purchase order.
- Products, services, inventory items
- Warehouses & bin locations
- Purchase orders, RFQs, supplier quotes
- Supplier quote comparison
Marketing & growth
Keep the pipeline full without a separate marketing platform. Campaigns, reviews, referrals and inbound forms all write back to the same lead records.
- Email & SMS campaigns
- Campaign lists and send logs
- Review invitations after completed jobs
- Referral codes and rewards
Support desk & comms hub
A ticketing desk with SLA timers and a knowledge base, plus every conversation — email, SMS, calls and team chat — attached to the customer record. The ticket and the thread that produced it sit in the same place.
- Tickets, SLA timers, queues
- Escalation & assignment rules
- Connected email accounts & threads
- Softphone/voice calling
AI, automation & security
An automation engine that does the chasing for you, AI drafting where it helps, and true multi-tenant isolation underneath it all. Every rule that fires leaves a log, and every change leaves an audit trail.
- Workflow rules, webhooks and execution logs
- AI drafting for emails, quotes and follow-ups
- Overdue invoices chased automatically by SMS
- Granular per-module permissions
