Everything your business needs
A complete toolkit that grows with you — from managing your first client to scaling your operations.
Contact Management
Keep every client, lead, and supplier in one place. Build rich profiles with contact details, notes, and full interaction history. Filter and segment your database to find exactly who you need.
- Detailed contact profiles with custom fields
- Full interaction and document history
- Smart filtering and search
- Embeddable lead forms for your website
- Import from CSV or add manually
- Link contacts to quotes, jobs, and invoices
Pipelines
Drag-and-drop Kanban boards for leads, quotations, and jobs. See exactly where everything stands, move items between stages, and never lose track of an opportunity.
- Separate pipelines for leads, quotes, and jobs
- Drag-and-drop cards between stages
- Colour-coded stages for visual clarity
- Pipeline value tracking with multi-currency support
- Chain pipelines for automated workflow progression
- Real-time updates across your team
Quotations
Build professional, branded quotations in seconds. Add line items, apply discounts, and send them directly to your clients. When a quote is accepted, convert it to a job with one click.
- Professional branded templates
- Line items with tax and discounts
- One-click convert to job
- PDF export and email delivery
- Track quote status and follow-ups
Job Tracking
From small tasks to large projects, track every job through its lifecycle. Assign work, log progress, and ensure nothing falls through the cracks.
- Visual job status pipeline
- Task assignments and checklists
- Time tracking and logging
- Link to quotes and invoices
- Job notes and file attachments
Invoicing & Payments
Generate professional invoices from completed jobs or from scratch. Track payment status, send reminders, and issue credit notes when needed.
- Branded invoice templates
- Automatic tax calculations
- Payment tracking and reminders
- Credit note generation
- Multi-currency support
Projects
Group related jobs, quotes, and invoices under a single project umbrella. Monitor progress, track profitability, and keep stakeholders informed.
- Group jobs and invoices by project
- Profitability tracking
- Project timeline overview
- Stakeholder management
- Document and note attachments
Automations
Set up rules that run in the background — send emails, move pipeline stages, notify your team, and clean up stale records, all without lifting a finger.
- Trigger on record created, status changed, or time elapsed
- Auto-send emails to contacts or team members
- Move leads, quotes, and jobs through pipeline stages
- Auto-close stale leads after a set period
- Payment reminders for overdue invoices
- Ready-made templates for common workflows
Dashboard & Reports
See your business health instantly. Track revenue, outstanding invoices, active jobs, and key metrics — all from a single, beautiful dashboard.
- Revenue and income charts
- Outstanding invoice tracking
- Active jobs overview
- Monthly and yearly comparisons
- Export reports to PDF
Real-Time Wallboards
Build live display boards that show the metrics that matter most. Pin them to a TV in the office, share a link with your team, or use them to keep everyone aligned.
- Customisable widget grid with KPIs, charts, and tables
- Shareable public links — no login required
- Auto-refresh to keep data live
- Pipeline value breakdown by stage
- Top leads and upcoming deadlines at a glance
- Recent activity feed across all modules
AI-Powered Features
Built-in AI helps you work faster and smarter. Draft personalised emails, generate project summaries, and get instant insights — all without leaving the platform.
- AI-generated covering letters for quotations and invoices
- One-click job and project summaries with full context
- Personalised email drafting based on your data
- Contextual insights from comments and activity history
- Powered by state-of-the-art language models
Dear Sarah,
Please find attached quotation QUO-00047 for the website redesign and brand refresh project, totalling GBP 12,500.00.
This covers the full scope of work we discussed, including UX research, wireframing, visual design, and front-end development. The quotation is valid for 30 days.
We look forward to working together.
This job involves a full website redesign for Acme Corp, currently in the design phase. 3 of 5 milestones are complete, with 2 invoices paid totalling GBP 7,200. The project is on track for delivery next month.
Ready to see it in action?
Start your free trial today. No credit card required.