One platform. Two ways to run your business.

Account, Contact, Lead, and Opportunity Management

Organizing and tracking clients, relationships, leads, and deals for business success.

Lead Assignment and Routing

Allocating potential customers to appropriate team members and directing leads effectively for timely follow-up and conversion.

Lead Scoring

Ranking leads by conversion likelihood to prioritize efforts.

Contracts

Legally binding agreements between parties.

Price Lists

Structured pricing for products and services across channels.

Discounts & Discount Groups

Apply and manage promotional pricing and customer segments.

Warehouses

Storage facilities for goods, materials, or inventory, supporting logistics and supply chain operations.

FIFO, LIFO and Average costing methodologies

Inventory valuation methods using First-in/First-Out, Last-in/First-Out, or average item cost.

Inventory management access permissions

Configuring user roles and access levels to control who can view, edit, or manage inventory-related data and operations.

Role-based permissions

Assigning access rights based on user roles for an efficient system.

Configurable, customizable reports

Tailored reporting tools that adapt to specific business needs and data insights.

Customizable email templates

Pre-designed email layouts that can be tailored to fit specific branding and communication needs.

Multiple languages

Supporting communication in various languages to cater to diverse audiences.

Multi-company setup

Managing multiple businesses within a single system while maintaining data separation and shared access.

VAT localization

Adapting tax rules to specific regions for accurate value-added tax compliance.

Complicated supply chain management

Coordinating intricate networks of suppliers, manufacturers, and distributors to ensure seamless operations despite challenges.

Vendor commissions management

Tracking and calculating commissions for vendors to ensure accurate and timely payouts.

Project & Task Management, Activity Feed

Tools for tracking and collaboration.

Tasks assignment and watching Tasks

Allocating tasks to team members and tracking their progress for efficient project management.

Project & Task statuses

Indicators of progress, such as ‘In progress,’ ‘Completed,’ or ‘On Hold,’ to track and manage workflows efficiently.

Linked Tasks

Connecting tasks to show dependencies, ensuring smooth workflow and project progression.

Log time

Record the duration spent on tasks or projects for tracking productivity and billing.

Deadlines and priorities

Setting task due dates and ranking importance to manage time and focus effectively.

Project’s cost as a service

Outsourcing project management to optimize costs and ensure efficient execution.

Projects’ cost in hours

Calculating total hours spent on tasks to estimate labor costs and project expenses.

Sandbox

A secure, isolated environment for testing or running applications without affecting the host system.

Using the software on-premise

Running software locally on your organization’s infrastructure for full control and data security.