0–100
lead score range
Sales Teams
Pipeline & lead management
- Lead scoring
- Deal tracking
- Follow-ups
Solutions
Built for the businesses running the whole order.
Four kinds of teams, one platform underneath each of them. Pick the one that looks like you.
Per job
margin visibility
Manufacturing Businesses
Production & margin control
- Work orders
- Bill of materials
- Inventory
SLA
timed helpdesk
Service Businesses
Bookings & support
- Appointments
- Subscriptions
- Tickets
Multi
tenant isolation
Agencies & Resellers
Multi-tenant platform
- Tenant isolation
- Modular billing
- White-labeled portals
One platform
The same four modules sit under every solution.
Solutions are ways of using the platform, not separate products. Whatever your business, you can switch on the modules you need.
Sales & Pipeline
Capture every lead and always know whose turn it is to follow up.
- Lead Capture & Scoring
- Smart Lead Assignment
- Visual Deal Pipeline
- Lead Source Integrations
Quotation to Cash
Quote, sign, invoice and get paid without retyping a single line.
- Quotation Builder
- Customer E-Sign Portal
- Quote-to-Invoice
- Online Payments
Production & Service
Know the true margin on every job before it ships.
- Work Orders
- Bill of Materials
- Appointment Booking
- Support Tickets
Team & Insights
Control who sees what, and see the whole business on one screen.
- Custom Roles
- Attendance Tracking
- Live Dashboard
- Reports Suite
Ready to run the whole order from one place?
See exactly where every lead, deal and invoice stands. Book a walkthrough on your own use case.