Services

Every module, in every plan

Sell, deliver, bill and support from one workspace. Every plan includes every module — use the ones your team needs and ignore the rest.

Deliver

Projects that reflect what is actually happening

Plan delivery with tasks, checklists and due dates, track time against the project, and see what is behind before the client does.

Checklist templates for repeatable work
Time tracking per task
Per-branch task boards

Schedule

Let customers book the slot themselves

Publish your team's real availability and let customers pick a time that syncs straight into the calendar.

Meeting types with their own durations
Two-way calendar sync
Automatic reminders before the meeting

The full module list

Sales & pipeline

Leads, opportunities, custom stages and forecasting.

Project delivery

Tasks, checklists, time tracking and due dates.

Billing & invoicing

Estimates, proposals, invoices, payments, subscriptions.

Scheduling

Availability, meeting types and customer self-booking.

Support desk

Departments, SLAs, canned replies and guest tickets.

Automation

Event-driven workflows — when this happens, do that, without anybody remembering.

Reports

Pipeline, revenue and team performance in one place.

Roles & permissions

Branch-scoped access down to the individual action.

Audit log

Who changed what, and when.

Two-way conversations with leads and customers, saved replies, all in one inbox.

Expenses

Receipts, categories, billable expenses that flow onto the client's invoice.

Contracts

Draft, send and track signature — with the customer record they belong to.

Lists & segments

Build a list once by rule, and it keeps itself up to date as records change.

Campaigns

Multi-step email sequences to a list, with the replies landing back on the record.

Customer portal

Give your customer a login to see their own invoices, estimates and tickets.

Not sure where to start?

Tell us how your team works and we will point you at the right plan.