Every business tool
in one platform

Contacts, leads, deals, and pipeline management

Visual deal tracking with stage automation

Capture, score, and assign inbound leads

Create, send, and track professional quotes

Branded proposal builder with e-signature

Secure portal for clients to view status

Employee records, departments, and org chart

Automated payroll with tax and deduction rules

Time tracking, check-in/out, and timesheets

Leave requests, approvals, and balance tracking

Job postings, applicant tracking, and onboarding

Goal setting, reviews, and 360 feedback

Staff shift scheduling and rota management

Employee expense claims and approval workflow

Kanban, Gantt, and sprint project tracking

Tasks with assignments, priorities, and deadlines

Track time per task and project for billing

Visual timeline planning for project milestones

Issue tracking and bug lifecycle management

Automate task creation and stage transitions

Professional invoices with online payment links

Full chart of accounts and journal entries

Log, categorize, and approve business expenses

P&L, balance sheet, and cash flow statements

Set and track departmental budgets

Recurring billing for retainer-based clients

Vendor POs with approval and receipt tracking

Track company assets and depreciation

Ticket queues, SLA tracking, and escalation rules

Real-time chat widget for your website

Self-service articles and FAQ management

Internal team messaging and direct chat

Automated reminders for follow-ups and deadlines

Shared notes linked to contacts and projects

Drag-and-drop newsletter builder with analytics

Drip campaigns and automated follow-up flows

CMS-editable landing pages for lead capture

AI-powered content generation for emails and docs

Reusable templates with merge fields

E-signature contracts with audit trail

In-store POS with cash drawer and receipt printer

Product catalog, stock levels, and reorder rules

Online appointment booking with calendar sync

Product listings, cart, and payment processing

Recurring subscription billing and management

Sell and redeem digital gift cards and vouchers

Property management, reservations, and housekeeping

Table management, orders, and kitchen display

Memberships, class scheduling, and member portal

Courses, lessons, quizzes, and student tracking

Dispatch, shipment tracking, and driver management

Matter tracking, billable hours, and retainer billing

Appointments, patient records, and billing

Job sites, crew management, and progress tracking

Custom logo, colors, domain, and email branding

Isolated workspaces for each company or client

Granular access control per module and action

REST API for integrations with external tools

Full activity log for compliance and security

TOTP-based 2FA for all user accounts

Digital business cards and link-in-bio pages

AI-powered document and proposal creation