Quote-to-Contract
Branded, consistent quotes in minutes from a catalogue. Accepted quote converts straight to contract — no re-keying.
- Line items, payment plans, deposits, terms
- Client-facing branded document
- Instant conversion to signed contract
Job / Design Pipeline
A transferable kanban — brief work in, track it through to delivery, with live time tracking built in.
- Configurable stages, filters and search
- Live time tracking per job
- Full brief and detail drawer
Staff Hub
One internal home for tools, news, and live performance figures pulled straight from your existing systems.
- One-click launcher for your other tools
- Live figures from your CRM or POS
- News feed, events and team directory
Account Directory
A shared, categorised directory of where your team's accounts live — never a password stored, ever.
- Categories, search and soft-delete
- No password field, by design
- Passphrase-gated staff access
Lead Gen Portal
An outcome-led portal for your own sales team — log a lead or book a call, routed to the right owner.
- Outcome-first navigation
- Log a lead or book a call in one modal
- Built-in call guides and resources
Business Management Portal
Finance, Operations, Marketing and Sales — the figures that run the business, in one dashboard.
- Four department dashboards, one overview
- Trends, gauges and live tables
- Pulled from what you already run
Three more tools in the works.
Not built yet — but if one of these would solve a real problem for you, tell us. It moves it up the list.
Client / Account Portal
A branded space for your own customers to view, submit, approve, or track — without another email thread.
Stock / Re-order Tracker
Live stock levels, re-order flagging, and purchase-order linkage — know what's actually on the shelf.
Approvals & Sign-off
Lightweight workflows for holiday, expenses, purchase orders — anything currently stuck in email.