Powerful Features Built For Your Business.
Everything you need to manage contacts, track sales, support customers, and grow your business — all in one flexible platform.
Sales Pipeline Management
Turn chaos into clarity. Visualize every deal in your pipeline, know exactly what stage it’s in, and what action comes next.
Why it matters: Helps you stay organized and proactive by giving you a clear, real-time view of every deal’s status and next steps. With automated reminders, easy updates, and performance dashboards, you can close deals faster and boost sales efficiency.
Key Capabilities
- RVisual pipeline with drag-and-drop stages
- RAutomated follow-up reminders
- RReal-time performance dashboards
- RDeal probability tracking
- RCustom pipeline stages for your process
Key Capabilities
- RAutomated invoice generation
- RPayment status tracking
- RQuickBooks & Xero integration
- RRecurring invoice templates
- RPayment reminder automation
Invoicing & Payment Tracking
From job completion to payment received, all in one place.
Why it matters: No more chasing payments in one system while updating invoices in another, everything stays synced.
Asset Tracking
Keep track of the equipment, tools, or resources that keep your business running.
Why it matters: Always know where your assets are and keep them in top condition, reducing loss and downtime.
Key Capabilities
- RAsset location tracking
- RMaintenance schedules
- RAssignment history
- RDepreciation tracking
- RCustom asset categories
Key Capabilities
- REmployee self-service portal
- RApproval workflows
- RTeam calendar view
- RBalance tracking
- RHoliday calendar integration
PTO & Time-Off Tracker
Make leave requests simple for your team and clear for management.
Why it matters: Streamline leave management, improve scheduling, and keep teams organized.
Ticket Tracking & Customer Support
Give your customers a smooth support experience.
Why it matters: Resolve issues faster and improve customer satisfaction with clear, tracked communication.
Key Capabilities
- RMulti-channel ticket capture
- RPriority-based routing
- RSLA tracking
- RCustomer portal access
- RResponse templates
Key Capabilities
- RIndustry-specific workflows
- RCustom data fields
- RTailored reporting
- RUnique business logic
- RIntegration with specialized tools
Custom Modules
Your business is unique, your CRM should reflect that.
Why it matters: We’ve built modules for inventory control, event registration, compliance logs, industry-specific project tracking. If you can imagine it, we can build it.
Need Something More Specific?
These are just our core features. We can build custom modules for any unique business need.