Parts

EmployeesEveryone on the rolls, on one record each. Get Started →
AttendanceOne register, marked where the work happens. Get Started →
ReimbursementsClaims raised, approved and settled. Get Started →
PayrollSalaries worked out from the attendance already recorded. Get Started →
What staff do themselvesEveryday requests, handled without asking the office. Get Started →
How they work togetherPayroll reads the register nobody had to total.

CRMEvery enquiry chased until somebody answers it. Get Started →
CustomersOne record per customer, read by every part. Get Started →
FormsAnswers arrive ready to work, not buried in email. Get Started →
Email inbox & templatesYour own mailbox in the office, and letters filled from the record. Get Started →
WhatsAppReach people where they reply, with every message kept. Get Started →
Lead sync from a sheetRows from a Google Sheet arrive as leads, on a schedule you set. Get Started →
Lead sync from your own systemsYour site or software sends leads in, on a key you issue. Get Started →
Mobile sync appCalls and leads move between the handset and the office. Get Started →

CatalogueOne catalogue for your quotations, orders and website. Get Started →
Stock & warehousesA figure you can defend, godown by godown. Get Started →
OrdersWhat was promised, tracked to what went out. Get Started →
Demand notesA basket a customer asks you to price, answered with a quotation. Get Started →
ProjectsDeliver the work with its hours, documents and sign-offs. Get Started →

DashboardWhere the day stands, the moment you sign in. Get Started →
Website connectionA controlled door from your records to your website. Get Started →
Branches, roles & controlEach branch its own identity, and who can do what in each. Get Started →
Activity logsWho changed what, kept where you can read it back. Get Started →
Your own connectionsA key you issue, for one branch, each kind of record switched on or off. Get Started →
Reports & analyticsFigures you can pull on stock, leads, attendance and claims. Get Started →

Customers & sales

Keeping enquiries, quotes, customers and orders clear from the first conversation.

Try “customer records”, “domain renewal” or “payroll”.

Explore the library

Articles about crm

1 article in this view

Customers & sales20 September 2026

A useful customer record tells the next person what was promised, what happened, and what needs an answer.