Start with a blank, flexible operating model. Start with the recommended operating model, adjust every module and expand to new locations without changing platforms.
Inside the product
These previews use the actual records, queues, stages and controls designed for custom—not a generic dashboard with a different title.
Executive overview
Modules
27
Selectable
Capabilities
907
Configurable
Locations
Unlimited
Role scoped
Workflows
Ready
Automated
Performance trend
+18.4%Action centre
Record created from your channel
Rules assign owner and next action
Approvals and documents stay connected
Day-to-day workflows
Operations workspace
Visual workflow
Connected record
Customer record
Custom fields
Activity and automation timeline
Record created from your channel
Recorded with owner and audit history
Rules assign owner and next action
Recorded with owner and audit history
Approvals and documents stay connected
Recorded with owner and audit history
Reports update automatically
Recorded with owner and audit history
Multi-location control
Location performance
Connected services
Connected
Connected
Connected
Connected
Recommended foundation
Switch individual capabilities on or off, set permissions by role and location, then add custom workflows unique to your organisation.
CRM
RecommendedLead inbox · Manual lead capture · Contact management
Quotations
RecommendedEstimate builder · Product and service catalogue · Price books
Projects
RecommendedKanban boards · Tasks and subtasks · Milestones
Detailed capability set
Every capability links to a working record, workflow, permission or report in the customer workspace.
CRM
Lead inbox
CRM
Manual lead capture
CRM
Contact management
CRM
Company accounts
Quotations
Estimate builder
Quotations
Product and service catalogue
Quotations
Price books
Quotations
Discount rules
Projects
Kanban boards
Projects
Tasks and subtasks
Projects
Milestones
Projects
Dependencies
Start free for seven days or ask our team to configure a tailored demonstration.
