Follow enquiries, prepare quotations and review outstanding invoices. Keep the next commercial action connected to the customer and the record behind it.
Features overview
Find the tools for the work you need to get done.
Explore connected workflows for clients, billing, projects, products and the business records behind them.
Clients, sales and money
Explore the workflows
CRM & follow-ups
Keep leads, customer details and follow-ups in one workspace. See who needs attention, what was discussed and which conversation to move forward next.
Quotes & invoices
Prepare clear quotations, review acceptance and carry eligible quotes into linked invoices. Keep the agreed work and the amount still due within reach.
Accounting
Bring invoices, expenses and purchasing activity into a double-entry ledger. Review posted entries and financial reports with the source context needed to ask better questions.
Landed costs
The supplier price is only part of the purchase. Allocate recorded freight and other additional buying costs across received goods, then review the updated product cost.
Projects & time
Organise projects, record the hours behind the work and review unbilled time. Give client delivery and billing a shared reference point.
Retainers
Record a project’s retainer period, fee and included hours. Review usage before the next client conversation and keep prepaid project funds distinct from period-based coverage.
Appointments
Keep customer appointments, assigned staff and session notes together. Give your team a clear schedule to review before the next appointment.
Team records
Keep employee details, documents and leave records in one workspace. Review upcoming document expiries and the information needed for your payroll routine.
Stock & locations
Review product quantities by location and record stock transfers. Give purchases, customer commitments and branch conversations a clearer stock reference.
Counter sales
Record counter sales, returned goods and till sessions. Compare counted cash with the expected amount and connect the close to your business records.
Purchasing
Keep purchase orders, goods receipts and supplier bills connected. Review quantity differences before treating the purchase as complete.
Manufacturing
Define bills of materials, create work orders and record production output. Review the materials and costs behind a small manufacturing run.
Batch & expiry
Record batch or serial details with location and expiry information. Review dated stock and its status before deciding the next action.
Industry setup
Choose a business profile with relevant terminology and a useful starting configuration. Build your daily routine around the modules and permissions available to your workspace.
Custom fields
Add supported text, number and date fields to the relevant forms. Keep the details your team asks for with the record they describe.
Roles & access
Manage workspace users, roles and available permissions. Keep responsibility clearer as more people begin working with your business records.
AI assistance
Use a configured AI provider for business assistance inside your workspace. Review generated wording and the confirmation shown for supported financial actions.
Property & leases
Organise properties and lease agreements in one workspace. Review upcoming lease expiries and record how a held deposit is settled.
Projects and people
Connect project agreements, reviewed time and billing. Schedule staff and shared resources, manage leave and permitted employee self-service, and control sensitive-record access.
Products and purchasing
Connect approved supplier orders, receipts and bill matching. Follow transfers through dispatch and receipt, inspect batch history and manage production against reviewed recipes and quality requirements.
Your workspace
Start with a relevant industry profile, use supported fields and review access. Explore configured AI assistance for suitable tasks.
A workflow is a better starting point than a long checklist
Choose one task you want to handle better and open its feature page. Review the example, relevant product screen and plan fit before creating the workspace.
Keep useful tasks within reach.
Phone-friendly browser access brings permitted workspace tasks closer to the working day. Explore the mobile options and the native companion’s current release status.