Everything your team
needs to close faster.
One modular platform — from first enquiry to delivery, service and payroll. Turn on only the modules you need, and add more as you grow.
Always included
The essentials every team gets on day one.
Leads & Pipeline
Capture, assign and move every lead through your pipeline so nothing slips through the cracks.
Contacts & Customers
One organised record per contact and customer, with their history, quotes and activity in one place.
Tasks & Calendar
Assign tasks, schedule follow-ups and see the team's day on a shared calendar.
Connect WhatsApp Business so customer conversations stay attached to the right contact, not a personal phone.
Win more work
From first quote to paid invoice.
Quotes & Contracts
Build itemised quotes with taxes and discounts, share a clean PDF, and turn accepted quotes into contracts.
Invoices & Payments
Raise GST invoices tied to the deal they came from, and keep billing connected to your sales.
Telecalling
Give your calling team a focused queue, call outcomes and follow-up scheduling in one screen.
Targets & Reports
Set targets and see how the team is tracking with reports built from your live data.
Run the delivery
Site visits, jobs, stock and projects.
Site Visits
Plan and log site visits and surveys, assign them to field staff, and keep notes on the customer record.
Installations
Track installation and delivery jobs from scheduled to complete, with the details your field team needs.
Inventory & BOM
Keep stock, items and bills of material in order so quotes and jobs draw from what you actually have.
Procurement
Raise and track purchase requests, orders and vendor bills alongside the jobs that need them.
Projects
Group work into projects and milestones and follow progress across teams and stages.
Keep customers close
Support, maintenance and outreach.
Support Tickets
Log and resolve customer issues with a simple ticketing workflow.
AMC & Service
Manage annual maintenance contracts and recurring service so customers stay looked after.
Campaigns
Run outreach campaigns and keep the responses tied back to your contacts.
Manage your team
HR, payroll and time — optional add-ons.
HR & Payroll
Employees, departments, attendance, leave and payroll — billed per active employee, only when you need it.
Timesheets
Track time against jobs and projects so effort and billing stay in sync.
Built to trust
Security and access across every module.
Roles & Permissions
Role-based, multi-tenant access so each person sees exactly what they need — and nothing they don't.
Notifications
Stay on top of hot leads, due tasks and important updates as they happen.
Works on mobile
Fully responsive, so field teams can update leads, log visits and check quotes from a phone.
One platform vs the alternatives
A CRM, field operations, service and HR — in one place, not stitched together.
Ready to see it in action?
Start your free trial today. Full access to every feature from day one — no credit card, no commitment.