11 areas,
one database.
A customer created in Core is the same customer who opens a ticket, receives a shipment and earns a rep their commission. No syncing, no duplicates, no "the other system".
Core - A complete CRM · always included
The base every user gets, whatever their role. It is what makes this the place people actually work, every day.
- Customers, contacts and company hierarchy: parent, child, Ship-To, intermediary - with a dedicated mailbox for accounting and for delivery updates
- Orders with a full lifecycle from quote to delivery
- Multi-language quotes, invoices, delivery notes and RMAs
- A full price list: families, quantity tiers and a per-customer catalog
- Leads, pipeline and a complete activity timeline per customer
- Branded documents: logo, languages, numbering and signature - every field shown or hidden per document type
- A payment reminder to the customer: every open invoice in one email, grouped under the parent company that actually pays, approved by you before it goes
- Duplicate customers merge with their addresses, payment and shipping terms and billing profile
- A dashboard per role - manager, sales and the lead desk in Core; logistics, support and tasks with their module - each with a "needs my attention" feed
- A report engine over everything in the system: pick a subject, fields, filters and a period, save the report and share it. Scope is enforced on the server - mine, my team’s, or the whole organisation
- Filter and group by the parent company across the entire chain of subsidiaries, at any depth - a group that buys through four entities counts as one customer
- Cross-entity search by SKU, by the quote number the customer received or by their own PO · in-app and email notifications
- Per-user, per-module permissions
- Four interface languages - English, Spanish, Russian and Hebrew - and documents and email in the language of the contact receiving them, from a list you choose
- Installs as a phone app · help centre · light and dark mode
Pricing & Catalog
The right price for every customer, automatically. Families, quantity tiers, variants and dedicated price lists that inherit down the parent chain.
- Product families, quantity tiers and a per-family discount curve
- Promotions and discounts per product, per family and per customer - and a promotion can be marked "offered only", so it is shown to the salesperson and enters the price only when they apply it
- Variant builder with automatic SKUs from a scheme you define
- A dedicated price list per customer, inherited down the parent chain
- Kit products that split into components on the order
- Per-customer SKU prefixes on documents
- Shipping cost calculator by rate zone
🔧 Need something not on this list? Custom work for this module can be scoped and priced separately.
✓ Included in Core
Tasks & projects
A full task and project system built into the CRM itself, with an advantage no separate tool has: it sits on the same data - a task links to a customer, an order, a ticket or a product, and you see it from both directions.
- Tasks and subtasks at any depth, with automatic status roll-up to the parent
- A project with a goal, milestones, a lead and a team - and a task becomes a project in one click
- A kanban board with drag-between-statuses, or a list view
- Recurring tasks that respawn, and update requests with email reminders
- Colour-coded project topics, and team-based visibility so each person sees their own
- Links to any entity: customer, contact, order, ticket, product, supplier
🔧 Need something not on this list? Custom work for this module can be scoped and priced separately.
By edition
Logistics & Suppliers
What is ready, what is missing, what ships today. Stock allocated by real priority, and partial shipments that each get their own paperwork.
- Suppliers, lead times and production tracking
- Procurement: one tender to several suppliers, side-by-side offers, and an award that flows into the price list and the customer quote
- FIFO stock allocation by priority and required date
- Partial shipments - an invoice and note per despatch
- Packing: cartons, pallets, weights and a packing list
- AWB, shipment tracking and delivery confirmation
- Real-time shortage and delay alerts
- Purchase orders showing the supplier price, the discount and the price to pay - with the licence key on a renewal line
- Live supplier debt, and a payment run that holds its selection until the transfer is confirmed
- A consolidated supplier reminder: every order still open with them in one email, the orders attached as PDF
- A preview before a number is spent, and a cancellation that writes to the supplier as well
🔧 Need something not on this list? Custom work for this module can be scoped and priced separately.
By edition
Procurement & supplier tenders
Need a product that has no price yet? Send one request to several suppliers, get the offers in the same shape and choose on the bottom line. The winner flows into the price list and the customer quote, and your cost stays with you.
- One request to several suppliers at once, from a wizard that walks you from the items to the send
- Each supplier gets a personal reply page in their own language, opened straight from the link in the mail
- Prices, quantity tiers, a note and a brochure link on every item, plus an attached offer file
- Payment terms from your own list, and offer validity - with its own date for an item when it differs
- A side-by-side comparison, with the supplier’s notes under each product
- Awarding line by line: one winner per item, and alternatives the customer can choose between
- Automatic reminders to a supplier who has not replied by the deadline
- The supplier card and its contacts, one click from the tender
Part of the Logistics & Suppliers module
Portal & Support
A customer writes to you because something is wrong. Nobody opens a portal for its own sake - the ticket is the door, and the portal is the room behind it. The conversation runs as a chat-style thread, and it is logged automatically into the customer’s own record - alongside the orders, documents and products already sitting there.
- Open a ticket and follow it, with a notification when you reply
- Automatic routing and SLA measurement, with an alert on a ticket left waiting
- A ticket is linked to a product and an order - shipment details included
- Customers see their own orders, documents and products in the same place
- Branded email replies that link back to the portal
- Quotes: request, change quantity and approve into an order
- Recurring-issue detection by product
- Google sign-in and a personal language, drawn automatically from the customer’s own document language
🔧 Need something not on this list? Custom work for this module can be scoped and priced separately.
By edition
Events & Workshops
A product becomes a class, a workshop, a course or a meeting, with recurrence and real capacity - a full session closes and the waiting list promotes itself. A public sign-up page creates a portal login, and the registration lands on the same order, the same invoice and the same customer as any other sale.
- A product becomes an event: a class, a workshop, a course or a meeting
- Weekly, fortnightly or monthly recurrence - or a one-off
- Real capacity: a full session closes, and the waiting list promotes itself
- Service cities, and the cities each product is offered in
- A public sign-up page that creates a portal login
- A price or a promotion for a single session, without touching the price list
🔧 Need something not on this list? Custom work for this module can be scoped and priced separately.
By edition
Marketing & Leads
A lead arrives with its source attached, so at the end of the month you can say which channel brought customers and which brought work. The form sits on the same customer base as the rest of the business, so there is no separate lead system to copy out of.
- A capture form of its own for every site and every kind of customer - no duplicates, no second system
- The lead source is a required field: campaign, form and site are recorded the moment a lead arrives
- The whole funnel: how many leads came in, how many became customers, and how long each stage took
- Conversion rate by source - which channel brings customers and which brings noise
- Rep performance: first response time, leads nobody touched, and closes
- A dashboard for whoever owns marketing - one screen, by period
🔧 Need something not on this list? Custom work for this module can be scoped and priced separately.
By edition
Commissions & Distributors
Commission is computed from the sales themselves, using the model you defined. A rep sees only their own; management sees the whole picture.
- Two commission models: percentage of sales, or quarterly target
- A different rate for new versus established customers, by start date
- Distributors and sell-through to the end customer
- A commission report per rep - print or PDF
- Year-to-date reconciliation: accrued versus paid
- Each rep sees only their own commissions
🔧 Need something not on this list? Custom work for this module can be scoped and priced separately.
By edition
Workforce Payments
What was agreed, what was invoiced, and what actually left the account. Three numbers on one screen, with a proper approval flow. And it is the same system that recorded the sale the commission is paid on, so nothing is carried by hand between the two.
- Engagement agreements for employees, freelancers and contractors
- Contractor invoices broken down into salary, commission, expenses and travel
- Batch Swift transfers with a reference per payment
- Multi-step approval: direct manager, then management
- Monthly reconciliation: billed versus paid
- Team members across multiple currencies
🔧 Need something not on this list? Custom work for this module can be scoped and priced separately.
By edition
Expenses & Travel
An entire trip in one place, including who paid for what - the company card, or the employee’s own pocket.
- One trip holds flights, hotels, meetings and incidental costs
- A payment source per expense: company card, or personal card for reimbursement
- Planned versus actual, with a trip summary report
- Manager approval, change requests and lock-on-approval
- Currency conversion at the trip-date rate
- Expenses flow into team reconciliation
🔧 Need something not on this list? Custom work for this module can be scoped and priced separately.
By edition
E-Commerce & Licensing
The store, the stock, digital licensing and renewals - on the same customer and order base as the rest of the business. And several storefronts can run from the same system, each with its own catalogue, currency and key.
- Store backoffice: orders, statuses, stock and vendors
- Several storefronts from one system - each site has its own key, domain, currency and catalogue, and the same product can appear under a different name and price in each
- Digital licensing: keys, user codes and activation tracking
- Automatic renewals with reminders and a renewal quote
- Purchase orders to vendors and linked vendor invoices
- UTM and source tracking down to the individual deal
- Payment processing and automatic confirmation
🔧 Need something not on this list? Custom work for this module can be scoped and priced separately.
By edition
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