Everything your business runs on. In one system.

Drag leads across a board; every enquiry gets an owner and a next step.

Build forms for your website; new enquiries land straight in the CRM.

Every customer, contact, note and file in one place.

Send branded proposals customers can view and accept online.

Send in minutes; accepted estimates turn into invoices.

Let customers request a quote through a form.

Create contracts and collect signatures online.

Customers view estimates, invoices, contracts and projects.

Route leads to the right person or location automatically.

Set sales targets and track progress.

Leads from your social media ads land straight in the CRM.

Collect project details and documents before the first visit.

Customers book visits and estimates online.

Calls, SMS and email for every customer in one place.

Quote calculators built for your trade.

Branded invoices with taxes, discounts and PDF downloads.

Bill customers automatically on a schedule.

Customers pay invoices online by card or bank.

Charge saved cards automatically when invoices are due.

Every payment matched to its invoice.

Issue credits and apply them to invoices.

Track one-off and recurring expenses, and bill them to customers.

Multiple tax rates and currencies.

Send invoices and estimates at the right time, automatically.

Refund payments in full or in part, with a record kept.

Track cash collected on delivery and hand it in.

Send invoices in electronic e-invoice formats.

Discount codes and promotions customers can use.

Works through integration with your own POS vendor.

Take card payments in store with a connected terminal.

Keep products in step with your online store.

Plan projects with members, files, discussions and milestones.

Assign tasks with due dates, checklists and reminders.

Record hours on tasks and bill for the work.

Personal to-dos for every team member.

Appointments, tasks and due dates in one calendar.

Share updates with your whole team.

Sketch plans and ideas together.

Company files and folders, shared with the right people.

A help desk for customer requests, with priorities and statuses.

Route tickets to the right department or person.

Answers customers can find themselves.

Ask customers for feedback and see the results.

Keep junk out of your inbox and tickets.

Unlimited users with access set by role.

Organise staff by team and location.

Staff clock in and out; you see who is working.

Plan shifts across locations.

Hours worked, ready for payroll.

Requests, approvals and balances.

Courses, lessons and quizzes for staff, with progress tracking.

Step-by-step onboarding for new staff and new customers.

Contracts and documents for every employee.

Built in, not bolted on.

Text your customers and leads in bulk.

Send newsletters and offers.

Workflows that keep every lead moving.

See which ads and channels bring in business.

Text customers about appointments, invoices and updates.

Promote events and sales, and track who signs up.

Banners and offers on your website, managed from the CRM.

Invoices, payments and customers synced with your accounting software, including multi-company.

Connect the accounting tool you already use.

Sales, leads, payments, expenses and staff reports in one hub.

Your whole business at a glance, with the numbers you choose.

Draft replies, emails and descriptions faster.

Suggested answers for support tickets.

Answers website visitors and captures them as leads.

Automatic reminders for tasks, invoices and renewals.

One licence for the whole business, no per-user fees.

Your own dedicated system and database.

Add your own fields to records and PDF documents.

Decide exactly who sees what.

Connect your calling, online store, advertising and analytics tools.

Consent, data export and removal requests.

Your data is backed up as set out in your service plan.

Your logo, colours and domain throughout.

Build and edit your company website from the CRM.

Login protection, first-login password change and activity checks.

Hide sensitive fields from roles that should not see them.

Extra off-site backups to cloud storage.