Contacts & Companies
Full relationship records with context.
Deal Pipeline
Track stages from lead to closed-won.
Activities & Calendar
Keep follow-ups on one shared schedule.
CRM
Manage the sales lifecycle in one place: leads through closed deals, with a shared calendar and activity stream.
- check_circle Contacts & Companies: Complete records with timeline, notes, tasks, and files.
- check_circle Leads & Deals: Capture leads, convert to deals, and track every opportunity.
- check_circle Pipeline: Kanban board to visualize stages and spot bottlenecks instantly.
- check_circle Activities & Calendar: Calls, meetings, and follow-ups in one schedule.
Projects
Plan client and internal work with boards, timelines, budgets, and a client portal. Turn closed deals into delivery projects in one click.
- check_circle Boards, List, Calendar & Gantt: Work the way your team prefers.
- check_circle Time, Budget & Milestones: Track hours, spend, risks, and goals.
- check_circle Collaboration: Conversations, documents, tickets, and deliverables in-project.
- check_circle Client Portal & Templates: Share progress with clients; start faster from templates.
Boards & Gantt
Plan work visually across views.
Time & Budget
Track hours, spend, and milestones.
Client Portal
Collaborate with clients securely.
Directory & Org
Employees, departments, teams, and skills.
Attendance & Leave
Clock in, biometric devices, and time off.
Planner & Workload
See capacity before you over-assign.
People
Run the workforce from the same workspace as sales and delivery: directory, attendance, leave, timesheets, and resource planning.
- check_circle Directory: Employees, departments, teams, skills, and org structure.
- check_circle Attendance & Leave: Clock in/out, biometric devices, holidays, and approvals.
- check_circle Timesheets & Planner: Weekly time, capacity, and resource assignments.
- check_circle Assets, Performance & Documents: Equipment, reviews, and employee files on Growth and above.
Campaigns
Email and SMS with audience targeting.
Forms & Landing Pages
Capture leads into your CRM.
Analytics & A/B Testing
Measure and improve what converts.
Marketing
Attract, convert, and nurture customers with campaigns, landing pages, forms, and analytics, all connected to your CRM.
- check_circle Campaigns & Audiences: Email and SMS campaigns with precise targeting.
- check_circle Forms & Landing Pages: Capture leads with public pages and embeddable forms.
- check_circle Templates & Content Hub: Reusable email templates and a shared content library.
- check_circle Analytics, Attribution & A/B Testing: See what converts and improve it.
- check_circle Intelligence, Consent & AI Assistant: Customer insights, compliance, and AI copy help.
Commercial
Quote, invoice, collect, and report in one commercial stack, with electronic signatures and a customer portal.
- check_circle Documents: Proposals, quotations, invoices, credit notes, contracts, POs, delivery notes, and receipts.
- check_circle Catalog & Price Lists: Products, services, taxes, coupons, and recurring invoices.
- check_circle Payments, Statements & Collections: Track money in and follow up on overdue balances.
- check_circle Approvals, Analytics & AI Assist: Workflow approvals, forecasts, and commercial copilot.
- check_circle Electronic Signatures: Send contracts and documents for legally binding e-sign.
- check_circle Customer Portal: Let clients view documents, pay, and download statements.
Proposal → Invoice
Convert and send without retyping.
Payments & Collections
Record payments and chase receivables.
E-signatures
Send contracts and collect signatures.
Content Calendar
See the whole week of posts at a glance.
Scheduler
Queue posts across connected accounts.
Analytics & Media
Measure reach and reuse assets from one library.
Social
Plan, publish, and measure your brand presence across channels from one hub.
- check_circle Content Calendar: Plan posts visually across the week and month.
- check_circle Scheduler & Accounts: Connect channels and publish on a schedule.
- check_circle Media Library: Store and reuse creative assets across campaigns.
- check_circle Social Analytics: Track engagement, followers, and reach.
AI, automation, and workspace tools
Modules stay connected. AI, automation, reporting, and workspace tools support the rest of the product.
AI Command Center
Generate content, summaries, and predictions using monthly AI credits.
- check Content, captions, and email drafts
- check CRM insights & deal success predictions
- check Project summaries, task generation, health analysis
- check Natural-language search across your workspace
Automation
Visual multi-step workflows that eliminate repetitive work across modules.
- check Triggers: records, schedules, webhooks, forms
- check Actions: email, tasks, updates, tags, webhooks
- check Conditions, delays, and branching paths
Reports
Dashboards, saved reports, and scheduled exports across CRM, Projects, People, and Commercial.
- check Metrics, datasets, and drill-down views
- check Saved reports, snapshots, and email schedules
- check Executive reporting on Business and above
Files, Maps & Graph
Shared files, location views, and linked records that stay attached to the work.
- check Files and folders on contacts, deals, and projects
- check Maps for visits, territories, and geographic spread
- check Browse how records connect across modules
Settings & Admin
Run your workspace with roles, integrations, and usage controls.
- check Users, roles, and organization branding
- check Custom domains, email/SMTP, API keys
- check Integrations, audit log, and subscription billing
Secure Workspaces
Multi-tenant isolation by design, with billing that works in more than one currency.
- check Isolated organization workspaces
- check Role-based permissions and notifications
- check Prices shown in the currencies your catalog supports
See every module in action
Start free with CRM, Projects, People, Commercial, Reports, and AI. Marketing is on Starter and above. Social and Automation are on Growth and above.