Manage your full customer relationship pipeline from first enquiry to closed deal. Leads move through a defined status flow. Deals track through pipeline stages. Every contact, company, and interaction is linked and searchable.
- Lead management with status flow and scoring
- Deal pipeline with kanban board view
- Contact and company management
- Activity tracking — calls, emails, meetings, tasks
- AI-powered duplicate detection and lead scoring
- Industry terminology remapping per vertical
Integrations:
Xero, QuickBooks, Sage
Plan and deliver work across projects, tasks, timesheets, shifts, and site diaries. See what is happening, who is doing it, and whether it is on track.
- Projects with Gantt chart and status tracking
- Tasks with kanban, calendar, and table views
- Timesheet submission with approval chains
- GPS-tracked journeys with road-snapped mileage
- Shift scheduling with geofence clock-in
- Site diaries with AI-assisted observations
Integrations:
Project management, time tracking, maps providers
Manage the workforce from hire to retire. Employees, leave, compliance, certifications, right-to-work checks, and training — all in context.
- Employee onboarding with automated workflows
- Leave management with configurable approval chains
- Certification tracking with automated expiry chasing
- Right-to-work verification via provider APIs
- Bradford Factor absence scoring
- Pro-rata statutory holiday entitlement
Integrations:
Payroll, right-to-work, DBS, pension providers
Invoicing, expenses, payments, VAT returns, budgets, and payroll. Every financial record is linked to the customer, project, or employee it belongs to.
- Invoice creation with automatic numbering and PDF generation
- AI-powered receipt classification and OCR extraction
- Expense approval chains with threshold routing
- VAT return preparation via HMRC Making Tax Digital
- Budget tracking with forecast and variance
- Payroll runs with payslip PDF generation
Integrations:
Xero, QuickBooks, Sage, Stripe, GoCardless
Checks, evidence, reminders, and audit posture. Know which certifications are expiring, which right-to-work checks are outstanding, and whether your team is compliant.
- Compliance policies with version control and review dates
- Certification expiry tracking with SLA warnings
- Right-to-work checks with 12-hour escalation
- GDPR data export and right to erasure
- Full audit trail on sensitive field changes
- DBS check integration with providers
Files, forms, templates, and structured business records. Every document is categorised, searchable, and linked to the entity it belongs to.
- Document upload with AI classification
- Entity-aware global search across all modules
- Template-based document generation
- Offer letters, contracts, invoices, payslips as PDFs
- Permission-gated document access
- OCR extraction for structured data
