Customer Portal
Branded login for every client. Invoices, documents, project status, requests — all in one place.
See Customer Portal
CRM & Pipelines
Deals, leads, contacts, pipelines — plus a real map with polygon search for field teams.
See CRM & Pipelines
Accounting
Real double-entry. P&L, balance sheet, cash flow — not a connector.
See Accounting
Projects & Tasks
Every won deal becomes a project. Kanban or list. Status visible to clients in the portal.
See Projects & Tasks
Smart Documents
Draft, send, sign, track. Templates that auto-fill from the customer record.
See Smart Documents
Proposals & Estimates
Quote, approve, send. One click to convert an accepted estimate to an invoice.
See Proposals & Estimates
Inventory
GRNs, GDNs, batches, multi-warehouse — auto-posts journal entries to the GL.
See Inventory
Vendor Portal
Vendors, bills, compliance. Each supplier gets their own self-serve login.
See Vendor Portal
Scheduling
Public booking pages, internal scheduling, conflict detection. Syncs to Google + Outlook.
See Scheduling
Smart Forms
Drag-and-drop builder. Submissions flow into your CRM and can trigger automations.
See Smart Forms
Workflow Automation
Triggers, conditions, actions. No-code builder. Full audit trail on every run.
See Workflow Automation