Every capability your business needs—when you actually need it

Sales

Manage your pipeline with clarity. Track lead stages, deal progress, and close rates so nothing slips through.

Best for: Sales teams, account managers, business development

Problem it solves

Leads go cold, follow-ups get missed, and forecasting is guesswork because your pipeline lives in spreadsheets.

Key outcomes

• Visual Kanban pipeline for every deal
• Lead scoring with Hot, Warm, Cold ratings
• Automatic lead-to-customer conversion
• Sales Inbox with Gmail integration

Invoicing

Create professional invoices and quotes in seconds. Track payments, send reminders, and convert quotes to invoices with one click.

Best for: Finance teams, freelancers, business owners

Problem it solves

Manual invoicing wastes hours, payments slip through the cracks, and chasing overdue invoices is a full-time job.

Key outcomes

• Professional invoices in under 60 seconds
• Quote-to-invoice conversion in one click
• Automated payment tracking and reminders
• Multi-currency support (GBP, EUR, USD)

CRM

Build lasting relationships with a single view of every customer interaction, communication, and document.

Best for: Account managers, customer success, support teams

Problem it solves

Customer information is scattered across email, spreadsheets, and sticky notes. Nobody has the full picture.

Key outcomes

• Complete customer history in one place
• Company and contact management
• Activity tracking and engagement scoring
• Labels and custom segmentation

Projects

Track project delivery from planning to completion. Assign tasks, manage stages, and attach documents.

Best for: Project managers, operations leads, consultancies

Problem it solves

Projects lack visibility, tasks fall through the cracks, and nobody knows what's on track or behind.

Key outcomes

• Visual project board with stage tracking
• Task assignment and status workflow
• Document attachments per project
• Customer and team member linking

Support

Manage customer support tickets with priority levels, assignment, and status tracking from open to resolved.

Best for: Support teams, service businesses, account managers

Problem it solves

Customer issues get lost in email threads, response times suffer, and nothing is tracked.

Key outcomes

• Ticket management with priority levels
• Assignment to team members
• Linked to customers and deals
• Status workflow from open to closed

Contracts

Store and track contracts linked to customers and deals. Never miss a renewal or lose a signed document.

Best for: Legal teams, operations, account managers

Problem it solves

Contracts live in random folders, renewals get missed, and finding the right version takes forever.

Key outcomes

• Centralised contract storage
• Status and renewal tracking
• Linked to customers and deals
• Document versioning

Finance

Track purchase invoices, scan receipts, and manage supplier spending with automatic categorisation.

Best for: Finance teams, procurement, bookkeepers

Problem it solves

Purchase invoices pile up, supplier payments get missed, and spending lacks any visibility.

Key outcomes

• Upload and categorise supplier invoices
• Receipt scanning with OCR processing
• Payment status tracking
• 20+ expense categories

Analytics

Real-time dashboards and detailed reports across sales, customers, quotes, and revenue.

Best for: Business owners, sales managers, finance leads

Problem it solves

Reporting means exporting to spreadsheets, building formulas manually, and hoping the data is current.

Key outcomes

• Sales and revenue reports with trends
• Customer revenue and engagement analysis
• Quote pipeline and conversion tracking
• Exportable as PDF and XLSX

Documents

Securely store business documents connected to your CRM records. Integrate with Google Drive and Dropbox.

Best for: All users, compliance teams, document-heavy businesses

Problem it solves

Files are scattered across email attachments, cloud drives, and local folders with no connection to CRM records.

Key outcomes

• Documents linked to contacts, deals, and projects
• Google Drive and Dropbox integration
• Automatic backups
• Storage usage tracking

Team Chat

Real-time messaging, shared notes, and a team calendar—all inside your CRM workspace.

Best for: Every team member, managers, coordinators

Problem it solves

Team communication lives in a separate app, notes are scattered, and nobody checks the calendar.

Key outcomes

• Direct and group messaging
• Pinnable notes and attachments
• Event scheduling and calendar
• In-app notifications and alerts