Accounts & contacts
Linked company and contact records, searchable relationships and related activity.
EXPLORE THE PRODUCT
A clearer view of every
part of your business.
Every feature below is included for $50 AUD per user, per month. No tiers, no module add-ons, and no paying extra for what we build next.
Sales & relationships
Keep every relationship moving.
Bring customer information, conversations and opportunities together. Give the next person who opens a record the context they need.
Included in every subscription
Explore it in your trial Leads & conversion
Capture enquiries and convert qualified leads into connected customer records.
Opportunity management
Track stages, close dates and deal values through your sales pipeline.
Notes, calls & history
Keep notes, calls and a recorded history of changes alongside each relationship.
Tasks & calendar
Assign work, set priorities and due dates, and organise team events.
Cases & approvals
Manage customer cases and record approval decisions.
Reports & forecasting
See the detail. Understand the direction.
Build the views that answer your questions. Explore the records behind a result and keep forecasts connected to operating data.
Included in every subscription
Explore it in your trial Report studio
Choose fields, filters, grouping and summaries. Export matching detail to CSV.
Custom dashboards
Bring report visualisations together in configurable dashboard views.
Sales forecasting
Configure source fields, stage probabilities, currency and reporting periods.
Targets & snapshots
Set targets, record reasoned adjustments and capture historical forecast snapshots.
Saved record views
Use configurable columns, filters and saved views to focus daily work.
Custom-object reports
Include published custom objects in reports and dashboards, subject to access.
Products & operations
Connect the sale to the work that follows.
Keep product, order and operational records alongside the customer relationship, with dedicated workspaces for each part of your business.
Included in every subscription
Explore it in your trial Products & catalogue
Manage products, prices and configurable product fields. Preview mapped CSV imports before saving.
Quotes
Prepare and manage product-based quotations linked to CRM records.
Invoicing
Manage invoices and credit notes alongside customer activity.
Purchasing & vendor bills
Organise purchase records and supplier bills in dedicated workspaces.
Inventory
Manage stock movements, returns, backorders and replenishment workflows.
Manufacturing
Manage manufacturing work and work centres alongside inventory.
Accounting
Review accounting documents, operational financial reports and integrity checks.
Workflows & experiences
Build a way of working that fits.
Shape the application around your processes, from the fields your team sees to the forms and workspaces they use.
Included in every subscription
Explore it in your trial Visual Flow Boards
Organise work in boards with configurable columns, linked cells and workflow recipes.
Flow Studio
Create and manage configurable workflows using supported records and actions.
Bespoke Customer Survey Forms
Build bespoke customer survey forms and review submissions with their associated history.
Customer portals
Manage scoped customer portal experiences and linked records.
Marketing workspace
Organise marketing activity within the company application.
Custom objects & fields
Create and publish custom objects, configure fields and arrange record layouts.
Roles & permissions
Control module, record and field access through configured roles.
Data tools & recovery
Preview imports, export data and prepare encrypted recovery archives.
THE WHOLE SUITE. FROM DAY ONE.
Your ambition.
All the tools to match.
$50 AUD per user, per month. Every feature included.
Start with a 30-day free trial. No card required.