Features
Switch on the apps your company needs; the others stay out of the way.
Platform
Client portal
Clients sign in with a link or a one time code and see their contracts, payments, invoices, quotes, units and lease, upload a transfer slip or report a problem.
Tools
Automation
Rules without code: when something happens in an app and the conditions hold, update a field, notify people, create a task, message the client or call a webhook, now or later, with a run log and a test mode.
Files
Shared folders with rights, files linked to clients with versions and a bin, links to share a file, and links that ask a client to upload a document.
API and webhooks
Other systems and tools read and write clients with a person's token and rights, and hear about changes through signed webhooks; for Zapier, Make, n8n and the company's own software.
Offline
Install on the phone and keep working without a connection.
Sales
Catalog
Products and services with categories, units, variants, bundles and price lists per currency.
Sales
Clients, pipeline per project and the sales dashboard.
Inventory
Stock per warehouse and location: receipts, deliveries and internal transfers with reservations, lots and serial numbers, scanning, counts, average cost with landed costs, and reorder rules.
Quotations
Numbered quotes from the catalog with discounts, approval, versions, and a page where the client accepts or rejects.
Loyalty and referrals
Points for every payment and visit, vouchers from points or as gift cards, a referral link per client that rewards both sides on the first payment, and partners who bring clients for a commission.
Appointments
Calendars for doctors or rooms, bookable services, online booking and reminders.
Patient care
For clinics: the patient view, session packages used visit by visit with expiry, refunds and transfers, and treatment plans with stages that the patient accepts on a link.
Surveys
Satisfaction and net promoter surveys after a visit, a handover or a signed contract, or by hand; public review requests for happy clients, follow-up tasks for unhappy ones, and results per person and branch.
Landing pages
Pages for ad campaigns built from sections around a lead form, with views, entries and ad tags after consent.
Events
Open days, launches, seminars and webinars: a public page to register, QR tickets, a waiting list, reminders, check-in at the door and results per event.
Units
Real estate units by project, building and floor: the availability board, holds that end on their own, reservations with a deposit, sold and rented units, and the price list.
Handover
Handing units over to their clients: scheduling, the inspection with a checklist and meter readings, the snag list with photos and the people fixing them, a signed handover certificate and warranty snags.
Listings
Listings from units with texts in three languages, photos, floor plans, amenities and permit numbers, published to property portals and the company site, with the enquiries they bring back.
Leasing
Leases of units: tenant, term, rent and payment frequency, deposit and registration number; the rent schedule with payments and cheques, reminders, renewals within the legal limits, and the occupancy board.
Productivity
Tasks
Tasks, reminders, notifications and daily digests.
Field visits
Work at the client's place: visit types with checklists, visits planned for technicians on a day planner with routes, the phone page with checklist, photos and signature that also works offline, and a signed visit report.
Knowledge base
The company's own articles in three languages: categories, pages under pages, rights per article, version history with restore, templates, and a public help centre with search and helpful votes.
Work projects
Projects delivered for clients: tasks with subtasks on a board and a Gantt view with dependencies, milestones, templates, time per day with a timer and weekly timesheets, cost and billing rates and the profit per project.
Leads
Marketing
Audiences of clients, mass messages and journeys by e-mail, SMS and WhatsApp with consent checked for every person, open and click results, unsubscribe, and a marketing dashboard.
Lead forms
Lead forms for ads and websites, with spam protection.
Imports and routing
Import clients from Excel, route leads by source and campaign.
Lead check
Check new leads before they reach the sales team.
Lead assignment
Assign leads fairly and rotate the ones nobody followed.
Calls and messages
Helpdesk
Clients' questions and issues as tickets: teams with assignment in turn or by workload, service levels with due times and alerts, the conversation with the client and internal notes, canned replies, and the tickets on the client page.
Mailboxes
Each user's own mailbox and shared team mailboxes through IMAP and SMTP (Google and Microsoft through their connectors): mail synced and threaded, linked to clients by address, sent from the user's own address, with the thread on the client page.
Telemarketing
Call lists, call results and handoff to sales.
Inbox and calls
Shared inbox for WhatsApp, SMS, e-mail and website chat, and the phone system connection.
Website chat
A chat box for the company website, answered from the shared inbox, with the visitor's pages and campaign; visitors who leave a number become clients, and can continue on WhatsApp.
Contracts and payments
Purchase
Buying from vendors: vendors and prices, requests, requests for quotation to several vendors with comparison, orders with approval and PDF by e-mail, a vendor page, receiving, vendor bills and their export to accounting.
Expenses
Expenses with the receipt, approval by a manager, paying back, export to accounting, and costs to charge on to a client.
Subscriptions
Plans on a schedule (memberships, maintenance contracts, retainers): charges per period, trials, setup fees and add-ons, changes with proration, pauses, reminders for unpaid charges, and recurring revenue, churn and retention.
Contracts
Agreements from templates, payment plans and signatures.
Invoicing
Tax invoices, credit notes and pro formas with the country's taxes and e-invoicing, payments, statements, ageing and reminders.
E-sign
Signature requests for any PDF: fields placed on the pages, a one time code for each signer, signing on a phone, a sealed PDF with a completion certificate.
Payment links
Links the client pays online through the company's payment gateway; the gateway's confirmation records the payment on the installment or invoice.
Collections
Receipts with proof, approval, balances, refunds and post-dated cheques.
Team performance
Targets
Targets per team and person, and their progress.
Commissions
Commission policies and monthly runs with a full breakdown.
Quality
Contract and call reviews with checklists and scores.
Reports
Insights
Dashboards and reports with drill down and exports.
Assistant
Ask questions about your data in plain language.