CRM (Customer Relationship Management)
Track leads, manage pipelines, centralize contacts, and automate follow‑ups to close more deals with less effort.
Small Business Solutions
A practical list of proven solutions and modules we’ve delivered for small businesses. Pick what you need now, and we can extend it later as you grow.
Track leads, manage pipelines, centralize contacts, and automate follow‑ups to close more deals with less effort.
Publish and manage website or knowledge content without developer help. Custom workflows and roles included.
Real‑time stock tracking, low‑stock alerts, barcodes/QRs, multi‑location support, and basic purchasing.
Guided checklists, task assignments, document collection, and automated reminders to speed up onboarding.
Send, sign, and store agreements securely with audit trails. Integrates with your CRM and workflows.
Public or internal help center with search, categories, and permissions to reduce support load.
Centralized, permissioned document repository with versioning, tagging, and secure sharing.
Role‑based access control for admins, managers, staff, and clients to keep data secure and organized.
Private communities with profiles, feeds, groups, messaging, and moderation tailored to your niche.
Rule‑based and ML‑assisted checks to flag risky transactions, duplicate accounts, or suspicious behaviors.
Create, assign, and track service tickets or jobs with status updates, SLAs, and customer notifications.
Schedule field work, attach photos and notes, capture signatures on site, and log materials used.
Connect to QuickBooks, Xero, Stripe, Twilio, HubSpot, Google Workspace, Slack, and more to avoid double data entry.
Dashboards and scheduled reports that turn your operational data into decisions and KPIs you can act on.
Create invoices, accept online payments, send reminders, and reconcile automatically with your accounting.