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Solutions for the way you work

The same platform, set up around your business. Each solution is a set of apps that already work together.

Property management

Landlords, property managers and owners' associations.

Apps used

How it flows

  1. Properties, units and owners set up once; tenants are Contacts.
  2. Leases bill rent automatically, with tax on charges.
  3. Payments and deposits post to the accounts.
  4. Owners get statements; maintenance is followed to the end.

Trading and distribution

Companies that buy, stock and sell products.

Apps used

How it flows

  1. Opportunities in CRM become quotes the customer accepts online.
  2. Orders and invoices draw from the same products and stock.
  3. Purchasing refills the warehouses, with approvals.
  4. Every document posts to one ledger, VAT included.

Projects and services

Contractors, consultancies and agencies that sell work.

Apps used

How it flows

  1. An accepted quote becomes a project with milestones.
  2. The team logs time; managers approve it.
  3. Milestones and billable time turn into invoices; retention is held.
  4. Project profit shows costs, hours and unbilled time.

Sales teams

Teams that live in their pipeline.

Apps used

How it flows

  1. Website leads land in CRM, scored and assigned.
  2. Tasks, calls and sequences keep every deal moving.
  3. Quotes and invoices come straight from the opportunity.
  4. Forecasts, funnels and targets show where you stand.

Multi-company and multi-branch

Groups with several companies, branches and currencies.

Apps used

How it flows

  1. Companies and branches share one set of contacts and settings.
  2. Each user works in the branches they are allowed into.
  3. Payroll, purchasing and accounts run per company.
  4. Group reports bring the figures together.

See it with your own data in mind.

Tell us which apps you need — we will show you around and set up your own environment.

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