This page is the honest inventory of what you’re licensing: every module in the platform, what it does, and how it connects. Your clients replace a stack of subscriptions with one login — and you sell the whole thing under your brand.
Everything between a stranger and a paying customer.
Kanban and table pipelines with custom stages, lead capture from web forms and connected sources, auto-assignment to reps, full activity history on every deal, and aging flags so nothing rots. The core system of record every other module reports into.
Build priced, line-item quotes in seconds — pulling live inventory and pricing — and send by email or SMS before the call ends. Quotes convert to won deals and invoices without re-entry.
Spend tracking by channel, cost per lead, ROAS, and source attribution that follows leads all the way to closed revenue. Plus email and SMS campaigns to segmented lists — the Mailchimp line item, bundled in.
One-click invoices from won deals, branded documents per workspace, online payment links, deposits and partial payments, receipts, and an aging view of everything outstanding.
Meta Ads sync and CSV analysis with concrete scaling recommendations — which campaigns to feed, which to kill, and why. Ad spend decisions backed by the same data the pipeline sees.
For businesses that stock, pick, pack, and ship. These modules appear only for industries that need them.
Live stock counts decremented by sales and incremented by receiving, full catalog with brand and spec, low-stock alerts, reorder signals, landed cost, and bin-level locations.
Zones, aisles, and bin structure for the physical space — so picking happens in walk order and counting happens by section.
Paid orders queue automatically, move through picked/packed/shipped stages with timestamps and owners, and support partial fulfillment with backorders.
Per-order pick lists with items, quantities, and locations in walk order — worked from paper or a phone.
Receive against expected shipments line by line; overages, shortages, and damage recorded on arrival — and backordered sales lines flagged the moment their stock lands.
For workspaces that don’t hold stock: supplier handoffs managed with the same order visibility, minus the warehouse.
A shipment board for the day’s outbound, carrier management, delivery tracking through signature, and actual shipping cost logged per shipment.
Estimate freight by weight, dimensions, and destination while quoting — so shipping lives in the price, not in eaten margin.
How the team plans, communicates, and gets paid.
Kanban project boards with custom stages, tasks with owners and deadlines, client-linked projects, milestones, and portfolio views across everything in flight.
Team messaging next to the work — channels and direct messages without paying for Slack and losing decisions in it.
Shared team calendars, public branded booking pages with availability rules, automatic reminders that crush no-shows, and built-in video meeting links.
Rep rosters, territories, assignment rules, and per-rep performance — who’s producing, visible.
Clock-in/clock-out with timesheets — scheduled versus actual, visible to managers.
Payroll tracking built on the hours the time clock already captured.
The full support stack businesses currently rent from three vendors.
Ticketing across email, chat, and manual entry — with status, owners, priorities, aging, and the customer’s full history beside every ticket.
An AI agent that answers common questions from the workspace’s knowledge base instantly, 24/7, and hands off to humans when it should.
A branded, searchable help library per workspace — with AI-generated first drafts so documentation exists this week, not next quarter.
A branded website chat widget that turns visitors into conversations, conversations into contacts, and pre-sale chats into pipeline leads.
The numbers and the controls.
Live revenue, pipeline, operations, and support KPIs with goal pacing, trends, and drill-down to the records behind any number.
Revenue, costs, and financial reporting fed directly by invoicing, payments, inventory, and shipping — the P&L assembles from operations.
Detailed reporting across modules when the Executive View raises a question that needs a real answer.
Role-based access per workspace — seeded smart defaults per industry, fully editable, down to module-level visibility.
Pick an industry and the workspace configures itself — the right modules shown, the right roles seeded, the right language used. Ops modules appear for businesses that ship; service businesses get a cleaner app without them.
This module — and the other 23 — is included on every plan. Nothing here is feature-gated. Your clients pay you directly at prices you set; we never take a cut.
White-label is included on every package. The monthly fee only covers hosting — every dollar your clients pay is yours. Click through the live demo →
Click through the real platform with live dummy data — no login, no card, no trial clock. See every module on this page working.
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