Marketing automation
Organise marketing activity with segments, campaigns and SMS templates.
See it in a demo ↗Explore the CRM & ERP modules that connect customers, commerce, operations and teams.
Explore Recruitment Management, the job listing portal and Human Resources Management as part of your complete module library.

Organise marketing activity with segments, campaigns and SMS templates.
See it in a demo ↗Maintain customer and contact records with a shared business context.
See it in a demo ↗Organise prospects, pipeline stages, notes and follow-up activity.
See it in a demo ↗Capture website enquiries into your CRM workflow.
See it in a demo ↗Prepare commercial proposals and manage customer responses.
See it in a demo ↗Create estimates and progress accepted business towards invoicing.
See it in a demo ↗Collect feedback from customers, prospects and staff.
See it in a demo ↗Give customers a dedicated area for their business records.
See it in a demo ↗Create professional invoices and recurring billing schedules.
See it in a demo ↗Record customer payments and review financial activity.
See it in a demo ↗Offer payments through configured third-party providers.
See it in a demo ↗Keep business and project expenses organised.
See it in a demo ↗Maintain contracts, dates and renewal reminders.
See it in a demo ↗Support electronic signing in configured document workflows.
See it in a demo ↗Organise customer account plans and strategic activity.
See it in a demo ↗Bring delivery milestones, tasks, time and costs together.
See it in a demo ↗Plan project stages and review delivery schedules.
See it in a demo ↗Assign work, add followers, comments and attachments.
See it in a demo ↗Schedule repeat work for your team.
See it in a demo ↗Record working time against project activities.
See it in a demo ↗See scheduled work, deadlines and business events.
See it in a demo ↗Set goals and review achievement.
See it in a demo ↗Keep individual priorities in a personal workspace.
See it in a demo ↗Share team updates and documents.
See it in a demo ↗Track goods across your supply chain.
See it in a demo ↗Maintain supplier relationships and supporting records.
See it in a demo ↗Connect purchasing activity with the wider business workflow.
See it in a demo ↗Group assets by location, unit or category and allocate them to staff.
See it in a demo ↗Manage staff, employee contracts, insurance, shifts and payroll records in a connected HR workspace.
See it in a demo ↗Onboarding, organisation charts, job descriptions, training, dependants and departure checklists.
Explore the HR Portal ↗Attendance records, shift schedules, leave balances and annual leave reports.
Explore the HR Portal ↗Bring HR management, employee records, time and recruitment into a shared HR workspace.
Explore the HR Portal ↗Recruitment campaigns, candidate profiles, interview schedules, recruitment channels and a job application portal.
See it in a demo ↗Work with spreadsheet-style information within the platform.
See it in a demo ↗Connect sales across store, online, mobile and portal workflows.
See it in a demo ↗Support retail transactions and tablet selling workflows.
See it in a demo ↗Present products and services through an online shop module.
See it in a demo ↗Offer an ordering channel for business customers.
See it in a demo ↗Explore supported consumer commerce modules.
See it in a demo ↗Work with store products, orders and customer information.
See it in a demo ↗Support staff and customer access beyond the desktop.
See it in a demo ↗Organise customer issues, assignments and responses.
See it in a demo ↗Publish help articles for customers and staff.
See it in a demo ↗Review sales, expenses, customer activity and lead performance.
See it in a demo ↗Add business-specific information to key records.
See it in a demo ↗Connect staff and customer conversations.
See it in a demo ↗Provide a WhatsApp contact route in supported areas.
See it in a demo ↗Bring email workflows into your workspace.
See it in a demo ↗Explore API-based connections for configured deployments.
See it in a demo ↗Connect supported Facebook lead workflows.
See it in a demo ↗Explore connected meeting workflows.
See it in a demo ↗Configure supported languages, menu layout and visual preferences.
See it in a demo ↗Use conversational access to supported CRM tasks and records.
See it in a demo ↗Modules may require specific plans, add-ons and implementation. The exact scope is agreed during discovery.