- Digitise your operations
- Monitoring, CRM and business software
- Typically suits
- Small · Medium
A purpose-built solution for streamlining how a business is run, combining powerful tools for managing projects and customer relationships with intelligent features built for current technology.
Advantages
- Customer management — a central database with a 360° view.
- Tracking leads and deals — visual sales pipelines.
- Task and project management — kanban boards and organised workflows.
- Analysis and reporting — detailed business reports and statistics.
- Document management — document handling and intelligent storage.
- Integration with the Smart Accounts modules.
- Personalisation — a customisable CRM pipeline.
- Email — composing emails and tasks with AI.
- Security and data protection.
Complete management of customers and suppliers
- A central platform for managing customers, suppliers, leads and partners, giving a full 360-degree view of every customer with detailed profiles and a history of interactions.
- Intuitive tools for tracking prospects, visualising the sales funnel and closing deals faster through interactive opportunity boards.
- The ability to create, assign and track tasks and projects on dynamic kanban boards, which keeps the workflow clear and organised.
- Extended sales analysis, detailed performance reports and dashboards showing key metrics in real time, to support well-informed decisions.
- Seamless integration with Smart Accounts and with accounting, payroll and business banking, which automates payment handling and brings the whole business together.
What the service does
- Complete customer management.
- Tracking of leads and opportunities.
- Task and project management.
- Report and analysis generation.
- Document management and intelligent storage.
- Integration with the Smart Accounts modules.
- A customisable CRM pipeline.
- Multi-user collaboration.
- Communication tools.
- A design that works on mobile devices.
- Security and data protection.
- A streamlined workflow from quote to payment.
- Composing emails and tasks with AI.
- Technical support included.
Request a consultation
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