Ready-made subsystems
for your portal

Sales and customers

Deals, pipeline, renewals — so that no client gets lost between calls

• Version 1.10 CRM Website leads, deal pipeline, touchpoints, invoices and sales analytics 55 objects · 154 fields · 24 handlers
• Coming soon Subscriptions and Service Plans Subscriptions and memberships with renewal reminders In development
• Coming soon Tenders and Customer Procurement All tenders, submission deadlines, and bid securities in one register In development
• Coming soon Field Sales Reps Routes, visits, and orders from sales reps across outlets In development
• Coming soon Rewards and Loyalty Points, discounts, and repeat purchases from regular customers In development
• Coming soon Marketplace Sales What each product really earns on Amazon, Trendyol, and AliExpress In development
• Coming soon Dealers and Partners Dealer network: orders, discounts, targets, and a dealer account In development
• Coming soon Sales Orders and Reservations A customer order: price, reservation, payment, and shipment in parts In development
• Coming soon Marketing and Cost per Lead What a customer from each channel costs, not just a click In development
• Coming soon Car Dealership and Trade-In Cars for sale, test drives, trade-ins, and the margin on each In development

Money and contracts

Contracts with deadlines, invoices, debts and a payment calendar — in one place, not in Excel

• Coming soon Contracts and Deadlines A contract register, validity dates, and expiry reminders In development
• Coming soon Invoices and Settlements Who owes whom and since when — for every counterparty In development
• Coming soon Payment Calendar and Cash Flow Payment requests, the payment plan, and cash movements In development
• Coming soon Expenses and Advances Employee receipts, approval, and reimbursement In development
• Coming soon Management Accounting: Profit How much the company earned this month, not how much is in the bank In development
• Coming soon Loans, Borrowings, and Leasing Payment schedules and the outstanding balance on all the company’s loans In development
• Coming soon Department Budgets Each department’s limit for the year and how much has already been spent In development
• Coming soon Checks and Promissory Notes Checks received and issued, maturity dates, and endorsement In development

Shops and outlets

Outlet revenue, expiry dates, store deliveries, returnable packaging and instalments — for those who sell every day

• Coming soon Store Revenue and Cash Collection How much each location brought in today and where money went missing In development
• Coming soon Customer Installment Plans A payment schedule for every buyer, and who is overdue In development
• Coming soon Shelf Life and Write-Offs What will spoil this week, while it can still be sold In development
• Coming soon Store Deliveries and Returns Daily requests from stores, shipment, and return of unsold goods In development
• Coming soon Returnable Packaging Bottles, kegs, pallets: how much packaging each customer is holding In development

Warehouse and supply

Stock, purchasing and company assets: what you have, where it is and who holds it

• Coming soon Warehouse and Stock Goods receipts, shipments, transfers, and stock levels as of any date In development
• Coming soon Purchasing and Supply Purchase requests, supplier prices, and orders In development
• Coming soon Assets and Licenses Who has which equipment and when a license runs out In development
• Coming soon Import: Shipments from Abroad A container from China: payments, customs, and cost including delivery In development
• Coming soon Third-Party Storage Someone else’s goods in your warehouse: the client’s stock and the storage invoice In development

HR and team

Personnel files, time off, training, workplace safety and bonuses — without spreadsheets kept by the accountant

• Coming soon HR and Staffing Plan Employee files, positions, and HR events In development
• Coming soon Leave and Absences Days remaining, the leave schedule, and sick leave In development
• Coming soon Training and Certification Courses, certificates, and recertification dates In development
• Coming soon Workplace Safety Safety briefings, logs, and medical check-ups on schedule In development
• Coming soon Bonuses and Incentives Metrics, bonus calculation, and approval In development
• Coming soon Recruiting Openings, candidates, and stages in one place, not in the recruiter’s inbox In development
• Coming soon Shift Schedules and Timesheets Who works which shift and how many hours they put in over the month In development
• Coming soon New Hire Onboarding A new hire’s first 90 days by plan, not by luck In development
• Coming soon Performance Reviews Regular competency-based reviews and an honest conversation about growth In development
• Coming soon Contractors and Freelancers Assignments for freelancers, completion certificates, and payouts without the accountant’s spreadsheet In development
• Coming soon Document Acknowledgment Who has read the order and the policy, and who only said they had In development
• Coming soon Foreign Workers Work permits, visas, and registrations — before the fine, not after In development
• Coming soon Contract Staffing People at client sites: timesheet, rate, and invoice In development
• Coming soon Idea Bank Employee suggestions: review, decision, and a reward for the author In development
• Coming soon Offboarding and Exit Checklist An employee leaves — access, equipment, and responsibilities are handed over by checklist In development

Projects and time

Hours, client billing and project budget: how much you earned and where you lose

• Coming soon Time and Client Billing Hours on tasks turn into a completion certificate and an invoice for the client In development
• Coming soon Project Budget Plan versus actual for the project — profitability visible along the way In development
• Coming soon Content Plan Posts, articles, and newsletters: what’s going out, who’s writing, what’s approved In development
• Coming soon Event Management Event estimate, contractors, and schedule — in one card In development

Documents and assignments

Incoming and outgoing documents and the assignments on them — nothing gets lost in correspondence

• Coming soon Correspondence and Assignments Incoming and outgoing correspondence, with assignments kept on track In development
• Coming soon Meeting Room Booking Meeting rooms, cars, and projectors — booked, with no double meetings In development
• Coming soon Approvals and Internal Memos Any request to management — with a route, a deadline, and an answer In development
• Coming soon Meetings and Minutes What was decided at the meeting and who has already done it In development
• Coming soon Company Licenses and Permits Accreditations, licenses, certificates — nobody sleeps through an expiry date In development
• Coming soon Passes and Visitors Who came to the office, to see whom, and when they left In development
• Coming soon Personal Data and Consents Data processing register, consents, and people’s requests under the law In development
• Coming soon Office Lunches Who ordered what for lunch and how much to deduct from pay In development

Service and quality

Repair intake, complaints and their causes — from the first request to handover

• Coming soon Complaints and Quality Complaints, root-cause review, and reply deadlines In development
• Coming soon Service Center Equipment intake, repair status, and handover In development
• Coming soon IT and Facilities Requests Something broke, ran out, or needs access — a request with a number and a deadline In development
• Coming soon Field Service and Work Orders A technician on a call: work order, photos, materials, and the customer’s signature In development
• Coming soon Equipment Maintenance A maintenance schedule for machines and equipment, so you don’t repair after a breakdown In development
• Coming soon Location Inspections and Checklists A walk-through of a store or café by checklist, with photos and scores In development
• Coming soon Customer Feedback and NPS What customers really think and who got back to them In development
• Coming soon Warranty and Serial Numbers Which serial number was sold to whom and whether it’s still under warranty In development

Services and hospitality

Salons, car service, fitness, hotels, food service: bookings, staff, memberships and revenue per shift

• Coming soon Beauty Salon Appointment book, stylists on commission, and material usage In development
• Coming soon Auto Repair Shop Repair orders, parts, and service advisor output In development
• Coming soon Food Service: Recipe Cards and Food Cost What a portion really costs and where the ingredients go In development
• Coming soon Fitness Club and Studio Memberships, freezes, visits, and personal training In development
• Coming soon Small Hotel and Apartments Room grid, bookings, check-ins, and guest payments In development
• Coming soon Banquets and Catering Banquet menu, guests, deposit, and the kitchen order In development
• Coming soon Hourly Rental of Halls and Studios Photo studios, halls, coworking spaces: hourly booking and payment In development
• Coming soon Tire Fitting and Seasonal Storage Tire changes, storage of sets, and a seasonal reminder In development
• Coming soon Car Wash Cars per shift, washers’ commission, and revenue by bay In development

Transport and logistics

Fleet, trip sheets, trips and carriers

• Coming soon Fleet and Trip Sheets Vehicles, fuel, maintenance, and insurance on schedule In development
• Coming soon Logistics and Trips Transport requests, trips, and settlements with carriers In development
• Coming soon Equipment and Machinery Rental What’s rented out, to whom, until what date, and how much has been charged for it In development
• Coming soon Courier Delivery Delivery orders, couriers, cash on delivery, and payouts In development
• Coming soon Taxi Fleet Cars rented to drivers, balances, and per-shift charges In development
• Coming soon Heavy Equipment on Sites Engine hours, shift reports, and settlement with the customer In development

Industry solutions

Ready-made systems for rental, clinics, training centres and manufacturing

• Coming soon Property Rental Tenants, charges, meters, and debts In development
• Coming soon Clinic Patients, appointments, and revenue by doctor In development
• Coming soon Learning Center Groups, class passes, and attendance In development
• Coming soon Production and Costing Recipes, output, and production cost In development
• Coming soon Construction: Sites and Progress Estimate, completed work, and materials for every site without calling the foreman In development
• Coming soon Orders with Measuring and Installation Made-to-order kitchens, windows, and doors: from measuring to installation with nothing lost In development
• Coming soon Real Estate Agency Property database, viewings, and agents’ deals with commission In development
• Coming soon Legal Practice Cases, hearings, and procedural deadlines with nothing missed In development
• Coming soon Accounting Outsourcing All clients, their filings, and source documents — on a calendar of deadlines In development
• Coming soon Property Management and Homeowner Associations Apartments, charges, meters, and resident requests in one place In development
• Coming soon Travel Agency Tour requests, travelers, tour operator payments, and documents In development
• Coming soon Farm: Fields and Field Work Fields, crop rotation, machinery work, and the harvest for every field In development
• Coming soon HACCP and Sanitation Logs Temperatures, cleaning, and food quality checks — logs without paper In development
• Coming soon Insurance Agency Policies, renewals, and commissions for every insurer In development
• Coming soon Developer Apartment Sales The building’s unit grid: available, reserved, sold, and on installments In development
• Coming soon Print Shop and Advertising Production Print run pricing, artwork, production, and order pickup In development
• Coming soon Shop Floor Orders: Operations and Workload Where each order is on the shop floor right now and how busy each machine is In development
• Coming soon Private Kindergarten Children, attendance, and monthly fees adjusted for absences In development
• Coming soon Charitable Foundation Donations, beneficiaries, and reporting to donors In development
• Coming soon Members and Dues Associations, clubs, cooperatives: who is a member and who has paid In development
• Coming soon Laboratory: Samples and Test Reports Samples, tests, and test reports with numbers and deadlines In development
• Coming soon Outdoor Advertising Billboards and faces: availability, client reservations, and installation In development