Platform
Everything You Need in One Platform
44+ curated workspace modules and 0+ CRM modules across 27 categories — run your entire business from first contact to final invoice, across 30+ industry verticals.
Module Index
Quick overview of all 44 platform modules, organized by category.
Core Platform 9
Dashboard
Central workspace overview with stats, charts, and quick actions
Activity Feed
Real-time stream of all actions, updates, and events
Tasks & To-Do
Personal and team task management with deadlines and priorities
Files & Documents
Centralized file management with sharing and version control
Notifications
System alerts, mentions, and important updates in one place
Calendar
Shared calendar with events, meetings, and deadline tracking
My Profile
Personal profile, preferences, and account settings
Settings
Application preferences, display, and notification settings
Knowledge Base
Self-service articles, FAQs, and documentation library
Business Modules 16
CRM Pipeline
Visual sales pipeline with stages, forecasting, and deal management
Leads
Lead capture, scoring, qualification, and conversion tracking
Contacts
Complete contact database with communication history
Clients / Accounts
Client account management, billing info, and relationship tracking
Projects
Project planning, milestones, Gantt charts, and team collaboration
Team
Team directory, availability, workload tracking, and HR basics
Orders
Order management, fulfillment tracking, and purchase workflows
Billing & Invoices
Invoice generation, payment tracking, and financial documents
Reports & Analytics
Custom reports, dashboards, data visualization, and exports
Marketing
Campaigns, email marketing, segmentation, and lead nurturing
Automation
Workflow automation, triggers, scheduled tasks, and process builder
Helpdesk / Support
Ticket management, SLA tracking, customer support workflows
Integrated email client with templates, tracking, and CRM linking
Branding
Logo, color scheme, email templates, and brand asset management
Subscription
Plan management, billing history, and upgrade options
Referral Program
Refer businesses and earn rewards, track referral performance
Industry-Specific 11
Properties
Property listings, showings, and deal tracking
Patient Management
Patient records, appointments, and treatment tracking
Courses & Programs
Course management, enrollments, and curriculum planning
Inventory
Stock management, warehousing, and supply chain tracking
Fleet Management
Vehicle tracking, delivery scheduling, and logistics optimization
Bookings & Reservations
Reservation management, availability, and guest management
Cases / Matters
Legal case management, deadlines, and document drafting
Donations & Grants
Donation tracking, grant management, and donor relations
Compliance
Regulatory compliance, audits, certifications, and reporting
Production
Production planning, job sheets, and resource allocation
Content Studio
Content creation, approval workflows, and publishing calendar
Administration 5
User Management
Create, manage, and assign roles to team members
Performance
System performance metrics, usage analytics, and health monitoring
Integrations
Third-party app connections, API keys, and webhook management
CRM Sync
Bi-directional data sync with external CRM systems
Roles & Security Groups
Configure roles, permissions, and security group policies
Add-Ons & Extensions 3
Web Store
E-commerce storefront for products and services
Drive & Hosting
Cloud file hosting and storage management
Git Repositories
Source code repository management and CI/CD integration
CRM Module Explorer
All 0 CRM modules powering the platform — 0+ records managed across 0 categories.
Total Modules
Categories
Records Managed
Core Modules
Available to all users — the foundation of your daily workflow.
Dashboard
Customizable overview with real-time widgets showing key metrics, recent activity, tasks, calendar events, and team notifications. Drag-and-drop widget arrangement with multiple layout options.
- Drag-and-drop widgets
- Real-time activity feed
- KPI cards & charts
- Role-based widget visibility
Tasks & To-Dos
Create, assign, and track tasks with due dates, priorities, checklists, time tracking, and recurring schedules. Kanban board, list, and calendar views.
- Kanban & list views
- Priority & due dates
- Time tracking per task
- Recurring task automation
Calendar & Scheduling
Shared team calendars with meeting scheduling, availability checking, timezone support, Google/Outlook sync, and automated reminders.
- Google & Outlook sync
- Team availability view
- Timezone intelligence
- Meeting link integration
Files & Documents
Central file repository with version control, preview, commenting, sharing permissions, and folder hierarchies. Attach files to any module record.
- Version control & history
- Inline preview (PDF, images)
- Granular sharing permissions
- Cloud storage integration
Notes & Wiki
Rich-text notes attached to contacts, deals, projects, and tickets. Internal wiki for team documentation with search and categorization.
- Rich-text editor
- Attach to any record
- Internal team wiki
- Full-text search
Notifications & Alerts
Real-time in-app notifications, email digests, browser push notifications, and mobile alerts. Customize triggers per module and priority level.
- Real-time push notifications
- Email digest scheduling
- Custom alert rules
- PWA mobile alerts
Global Search
Instant search across all modules — contacts, deals, tasks, files, tickets, and more. Command palette (Ctrl+K) for power-user navigation.
- Cross-module instant search
- Command palette (Ctrl+K)
- Recent items & favorites
- Advanced filters
Activity Timeline
Unified activity feed showing all interactions — emails, calls, meetings, notes, task updates, and deal changes. Filter by user, module, or date range.
- Cross-module activity feed
- User & module filtering
- Exportable audit trail
Favorites & Bookmarks
Pin frequently accessed records, reports, and views. Personalized quick-access sidebar for each user with custom shortcuts.
- Pin any record or view
- Personalized sidebar
- Custom keyboard shortcuts
CRM & Sales
Complete customer relationship management — from lead to loyal customer. See industry-specific solutions →
Contacts & Accounts
360° contact management with custom fields, activity timeline, communication history, social profiles, and company/account hierarchies.
- Custom fields & tags
- Activity timeline & history
- Company hierarchies
- Duplicate detection & merge
- CSV/vCard/API import
Leads & Pipeline
Visual sales pipeline with customizable stages, drag-and-drop deal management, weighted forecasting, and automated lead scoring.
- Visual pipeline view
- Automated lead scoring
- Revenue forecasting
- Web-to-lead capture
- Lead source tracking
Opportunities & Deals
Track every deal from qualification to close. Associate contacts, products, quotes, and activities. Win/loss analysis and competitive tracking.
- Deal stage tracking
- Product/quote association
- Win/loss analytics
- Competitor tracking
- Weighted probability
Quotes & Proposals
Professional proposals with product catalogs, discounting rules, approval workflows, and e-signature. Convert quotes to invoices in one click.
- Product catalog integration
- Discount & approval rules
- E-signature support
- One-click invoice conversion
Sales Territories
Define geographic or segment-based territories. Auto-assign leads by region, industry, or deal size. Track performance across territories.
- Geographic & segment rules
- Auto-assignment engine
- Territory performance KPIs
Sales Forecasting
Weighted pipeline forecasting with confidence intervals, team rollups, quota tracking, and AI-assisted predictions.
- Weighted pipeline analysis
- Quota tracking & attainment
- AI-powered predictions
- Team rollup views
Business Operations
Manage projects, finances, marketing, and support at scale. See business process frameworks →
Projects
Full project management with timelines, milestones, resource allocation, budget tracking, and Gantt chart views. Templates for repeatable project types.
- Gantt charts & timelines
- Milestone tracking
- Resource allocation
- Budget & cost tracking
- Project templates
Invoicing & Billing
Professional invoices with custom templates, tax calculations, multi-currency, recurring invoices, and payment tracking via Stripe/PayPal.
- Quote → Invoice conversion
- Multi-currency & tax
- Payment gateway integration
- Recurring invoices
- Overdue reminders
Marketing Automation
Design email campaigns, create drip sequences, trigger-based workflows, track opens/clicks, manage subscriber lists, and A/B test.
- Visual workflow builder
- Email campaign analytics
- A/B testing
- Drip sequences
- Subscriber management
Helpdesk & Tickets
Support ticketing with SLA tracking, auto-assignment, canned responses, satisfaction surveys, and multi-channel intake.
- SLA management & escalation
- Auto-routing & assignment
- Customer satisfaction tracking
- Canned responses & macros
- Multi-channel intake
Knowledge Base
Organize articles into categories, full-text search, embedded media, helpfulness ratings, and internal or public-facing docs.
- Categorized articles
- Full-text search
- Public & internal access
- Helpfulness ratings
- Rich media embedding
Product Catalog
Manage products, services, and pricing tiers. Group into categories, set pricing rules, track inventory, and link to quotes and invoices.
- Pricing tiers & rules
- Category management
- Inventory tracking
- Quote & invoice linking
Time Tracking
Track billable and non-billable hours from task cards. One-click timers, manual entry, and automatic timesheet generation for invoicing.
- One-click timers
- Billable/non-billable split
- Automatic timesheets
- Invoice-ready export
Expense Tracking
Log business expenses, attach receipts, categorize by project or client, and generate expense reports with approval workflows.
- Receipt scanning & upload
- Project/client attribution
- Approval workflows
- Accounting integration
Contracts & Agreements
Create, store, and track contracts with expiry alerts, renewal reminders, version history, and e-signature integration.
- Expiry & renewal alerts
- Version history
- E-signature integration
- Account/deal linking
Collaboration & Communication
Keep your team connected and productive across channels and timezones.
Team Management
Define teams, set roles and permissions, manage workloads, and track performance. Department hierarchies with flexible RBAC for 7 business types.
- Role-based access control
- Workload management
- Performance dashboards
- Department hierarchies
Chat & Messaging
Real-time team messaging with channels, direct messages, file sharing, and threaded conversations. Integrated with contacts for customer communication.
- Channels & DMs
- File & media sharing
- Customer chat widget
- Threaded conversations
Calls & SMS
Browser-based calling via Plivo. Send SMS, track call logs, record conversations with consent, and auto-log to contact timeline.
- Browser-based calling
- SMS campaigns & templates
- Auto-logged to CRM
- Call recording & transcription
Email Integration
Two-way email sync with Gmail and Outlook. Send tracked emails from CRM, log inbound messages, and use templates for consistent communication.
- Gmail & Outlook sync
- Open & click tracking
- Template library
- Auto-log to timeline
Meetings & Video
Schedule and join video meetings from within the platform. Integrate with Zoom, Google Meet, and Teams. Auto-generate meeting notes.
- Zoom/Meet/Teams integration
- Calendar auto-scheduling
- Meeting notes & actions
- Attendance tracking
Social Media
Connected profiles for contacts showing LinkedIn, Twitter/X, and Facebook activity. Social listening, post scheduling, and engagement tracking.
- Social profile enrichment
- Post scheduling
- Engagement analytics
- Multi-platform support
Automation & Integration
Automate repetitive work and connect with your favorite tools. View all integrations →
Workflow Automation
Trigger-based workflows to automate assignments, notifications, field updates, and escalations. Visual drag-and-drop builder with conditional branching.
- If/Then trigger rules
- Multi-step workflows
- Scheduled actions
- Visual drag-and-drop builder
- Cross-module triggers
200+ Integrations
Google Workspace, Slack, Stripe, PayPal, Mailchimp, Twilio, GitHub, AWS, and more. Webhook support for custom integrations.
- Pre-built connectors
- Webhook support
- Custom API integration
- Zapier & Make support
- Real-time sync
REST API
Full REST API with JWT auth, CRUD on all modules, pagination, filtering, and real-time webhook events. Rate limiting and developer dashboard.
- JWT authentication
- Full CRUD on all modules
- Webhook event notifications
- Rate limiting & quotas
- Developer dashboard
AI & Smart Assist
AI-powered lead scoring, deal predictions, email suggestions, and smart data entry. Natural language queries for reports and meeting summaries.
- Lead scoring AI
- Deal win probability
- Smart email suggestions
- Natural language queries
Data Import & Export
Bulk import from CSV, Excel, and other CRMs. Export any list or report to CSV, PDF, or Excel with scheduled exports and custom templates.
- CSV/Excel/CRM import
- Field mapping wizard
- Scheduled auto-exports
- Duplicate detection
Webhooks & Events
Subscribe to real-time events for any module change. Route events to external systems, Slack channels, or custom endpoints.
- Real-time event streaming
- Custom endpoint routing
- Retry & error handling
- Event log & debugging
Analytics & Business Intelligence
Turn data into decisions with powerful reporting and visualization tools.
Reports & Dashboards
Pre-built reports for sales, projects, support, and marketing. Custom report builder with filters, grouping, charts, and scheduled exports.
- Pre-built report templates
- Custom report builder
- Scheduled exports
- 10+ chart types
KPI Tracking
Custom KPIs per team, department, or individual. Targets vs actuals with trend analysis, threshold alerts, and executive summaries.
- Custom KPI definitions
- Target vs actual tracking
- Threshold alerts
- Executive summaries
Funnel Analytics
Visualize conversion funnels from lead to close. Identify drop-off points, stage velocity, and bottlenecks across time periods and teams.
- Stage conversion rates
- Drop-off identification
- Period comparison
- Team benchmarking
Revenue Analytics
MRR, annual contract value, churn rate, lifetime value, and cohort analysis. Track revenue streams across products and segments.
- MRR/ARR tracking
- Churn & retention analysis
- Cohort reports
- Customer LTV calculation
Activity & Productivity
Track team activity: calls, emails, meetings, and tasks completed. Leaderboards, trend analysis, and coaching insights.
- Activity leaderboards
- Trend analysis
- Coaching insights
- Response time tracking
Custom Fields & Views
Add custom fields to any module. Create custom views, filters, and saved segments. Personalize the platform to your exact workflow.
- Custom field types
- Module-specific views
- Saved filters & segments
- Conditional field visibility
Security & Administration
Enterprise-grade security with flexible administration for all 7 business types.
Authentication & Access
JWT + Session dual auth, TOTP 2FA, OAuth2 social login, magic links, CSRF/XSS protection, session management with forced logout.
- JWT + Session dual auth
- TOTP 2FA & backup codes
- OAuth2 social login
- Magic link sign-in
- SAML 2.0 SSO (Enterprise)
Role-Based Permissions
16+ default roles with master admin, vertical admin, and org-level hierarchy. 10 security groups, per-module permissions, team & ownership access.
- Master & vertical admin tiers
- 16+ default roles per vertical
- Custom role builder
- Team & ownership access
- Industry-default presets
Audit & Compliance
Complete audit logging for data changes, role assignments, API access, and logins. GDPR/CCPA tools, data export, and retention policies.
- Full audit trail
- GDPR & CCPA tools
- Data retention policies
- Compliance dashboards
- Right to erasure support
API Security
Token-based API auth with scoped permissions, rate limiting, IP whitelisting, and CORS configuration. API usage monitoring dashboard.
- Scoped API tokens
- Rate limiting & throttling
- IP whitelisting
- Usage monitoring dashboard
Data Protection
TLS 1.3 in transit, AES-256 at rest. Automatic daily backups with point-in-time recovery. Data residency options for EU/US/APAC.
- TLS 1.3 & AES-256
- Automatic daily backups
- Point-in-time recovery
- Multi-region data residency
User Management
Admin panel for provisioning, deactivation, and role assignment. Bulk import, invitation links, and self-service account management.
- Bulk user import
- Invitation & onboarding flow
- Self-service account mgmt
- User activity logs
Platform & Scalability
Built for global scale — from solo entrepreneurs to enterprises with 500+ users.
Multi-Language (i18n)
Full platform in 20+ languages with RTL support. Auto-detect browser locale, user-selectable language, and community translation portal.
- 20+ languages
- RTL support (Arabic, Hebrew)
- Browser locale detection
- Translation management
Multi-Currency
Operate in any currency with real-time exchange rates. Per-deal currency and unified base currency reporting.
- 150+ currencies supported
- Auto exchange rates
- Per-deal currency
- Unified reporting currency
30+ Industry Verticals
Pre-configured for Technology, Healthcare, Real Estate, Education, Finance, Retail, Manufacturing, Legal, Nonprofit, and more. Industry-specific modules, roles, and workflows.
- Industry-specific defaults
- Custom roles per vertical
- Pre-built workflows
- Vertical admin management
Progressive Web App
Install from browser. Offline support, push notifications, and native-app experience. Responsive breakpoints for desktop, tablet, and mobile.
- Install from browser
- Offline data access
- Push notifications
- 3 responsive breakpoints
Multi-Tenant & White-Label
Isolate data per org with multi-tenant architecture. White-label for agencies/resellers with custom branding, domain, and login page.
- Tenant data isolation
- Custom branding & logo
- Custom domain support
- Reseller program
Cloud & On-Premise
Hosted cloud with 99.9% SLA, or deploy on-premise with Docker. Auto-scaling, CDN, and global edge caching.
- 99.9% uptime SLA
- Docker & Kubernetes ready
- Auto-scaling
- Global CDN & edge caching
Customization Studio
Customize layouts, themes, and module arrangements without code. Custom CSS, configurable navigation, and per-role dashboards.
- Theme customization
- Layout editor
- Custom CSS support
- Per-role dashboard config
Marketplace & Plugins
Extend with community and official plugins. Build and distribute your own extensions with the Plugin SDK.
- Official plugins
- Community extensions
- Plugin SDK
- One-click install
Support & Onboarding
In-app help center, contextual tooltips, video tutorials, and live chat support. Dedicated account managers for Business and Enterprise plans.
- In-app help center
- Live chat support
- Video tutorials
- Dedicated account managers
Feature Availability by Plan
Every plan includes core modules. Upgrade for advanced capabilities.
| Feature Category | Free | Individual | Small Biz | Business | Enterprise |
|---|---|---|---|---|---|
| Core Modules (Dashboard, Tasks, Calendar, Files, Notes) | |||||
| CRM & Sales (Contacts, Leads, Pipeline, Deals) | |||||
| Projects & Invoicing | |||||
| Marketing Automation | Basic | ||||
| Helpdesk & Knowledge Base | |||||
| Workflow Automation | Basic | ||||
| Reports & Analytics | Basic | ||||
| API Access | |||||
| Custom Roles & Fields | |||||
| SSO & White-Label | |||||
| Multi-Tenant & On-Premise |
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