Agencies, consultancies, software firms and managed services. 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 it & services—not a generic dashboard with a different title.
Executive overview
Open projects
24
7 due soon
Utilisation
78%
+5%
SLA met
96%
+1.4%
Pipeline
₹34L
+18%
Performance trend
+18.4%Action centre
Proposal accepted
Project template created
Team and budget assigned
Day-to-day workflows
Operations workspace
Visual workflow
Connected record
PRJ-308
Website redesign
Activity and automation timeline
Proposal accepted
Recorded with owner and audit history
Project template created
Recorded with owner and audit history
Team and budget assigned
Recorded with owner and audit history
Client portal invitation sent
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
Service Desk
RecommendedTicket inbox · Email-to-ticket · Customer portal
Accounting
RecommendedChart of accounts · General ledger · Sales invoices
HR
RecommendedEmployee records · Organisation structure · Legal entities and business units
Payroll
RecommendedSalary structures · Pay runs · Attendance inputs
Documents
RecommendedFolders and tags · File uploads · Document templates
Automations
RecommendedTrigger builder · Conditions · Multi-step actions
Analytics
RecommendedExecutive dashboards · Module dashboards · Custom reports
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
Service Desk
Ticket inbox
Service Desk
Email-to-ticket
Service Desk
Customer portal
Service Desk
Queues
Accounting
Chart of accounts
Accounting
General ledger
Accounting
Sales invoices
Accounting
Purchase bills
HR
Employee records
HR
Organisation structure
HR
Legal entities and business units
HR
Departments divisions and locations
Payroll
Salary structures
Payroll
Pay runs
Payroll
Attendance inputs
Payroll
Leave deductions
Documents
Folders and tags
Documents
File uploads
Start free for seven days or ask our team to configure a tailored demonstration.
