EVERYTHING YOUR BUSINESS NEEDS

All capabilities

70 capabilities across 12 categories. Every one built natively into your platform.

Operations & AdministrationView hub →

Inventory management

Track stock levels and automate reordering across locations

Time tracking

Log hours and tie them to projects, clients, and invoices

Approval workflows

Multi-step approvals for PTO, expenses, purchases, and more

Automated task assignment

Trigger-based task creation and assignment to the right people

Asset and equipment tracking

Track company assets with checkout systems and maintenance logs

Multi-location management

Unified dashboard to manage operations across all your locations

Quality control checklists

Inspection workflows and quality assurance with photo documentation

Incident and issue reporting

Report incidents with escalation routing and resolution tracking

Expense reporting

Submit expenses with receipt uploads and approval routing

Shift scheduling

Manage staff schedules, availability, and shift swaps

SOPs with version control

Standard operating procedures with team acknowledgment tracking

Meeting notes and action items

Capture notes and action items tied to calendar events

Project management

Boards, timelines, and task tracking built into your platform

Invoicing and billing

Generate and send invoices with online payment

Role-based access control

Control who sees what across your entire platform

People & HRView hub →

Employee onboarding flows

Automate the entire new hire experience from offer to productive

Employee handbooks and policies

Digital handbooks with version control and acknowledgment tracking

Performance reviews and goal tracking

Structured review cycles with goal setting and progress tracking

Training and LMS

Courses, quizzes, completion tracking, and certifications

Internal announcements

Company-wide and targeted announcements with read tracking

Communication & CollaborationView hub →

Internal messaging and chat

Team messaging built into your platform with channels and threads

Knowledge bases and wikis

Searchable documentation for internal teams and external clients

Helpdesk and FAQ builder

AI-powered helpdesk with searchable FAQs and self-service

Custom notification engine

Trigger email, SMS, in-app, or Slack alerts from any event

Documents & ContractsView hub →

Document generation

Auto-generate contracts, proposals, SOWs, and any document

Digital signatures

Legally binding e-signatures built into your document workflow

Estimates and proposals

Create estimates with client approval and e-signature built in

Contract lifecycle management

Track contracts from creation to renewal with expiration alerts

Customer ExperienceView hub →

Customer portals

Branded self-service portals for your clients

Support ticketing systems

Track and resolve customer issues with SLA management

Form builders with conditional logic

Custom forms for intake, surveys, and data collection

Automated review collection

Automatically collect and manage customer reviews

Referral tracking programs

Manage customer and partner referral programs with tracking

Loyalty and rewards systems

Points-based loyalty programs with rewards and tiers

Client onboarding workflows

Welcome sequences, document collection, and milestone checklists

Client feedback and NPS surveys

Collect structured feedback with NPS, CSAT, and custom surveys

Sales & CRMView hub →

Sales reporting and pipeline

Track every lead from first touch to close

Lead scoring and qualification

Score leads based on behavior and criteria to focus on the best ones

Client communication log

Every email, call, and meeting in one timeline per client

Automated follow-up sequences

Post-purchase, post-service, and post-meeting follow-ups on autopilot

Scheduling & BookingView hub →

Appointment and booking systems

Let clients book time directly on your site

Booking calendars for services

Client-facing scheduling tied to staff availability and Google Calendar

Commerce & FinanceView hub →

E-commerce storefronts

Sell products with integrated payments and inventory

Financial system integrations

Connect to accounting and banking platforms

Built-in financials and accounting

Core accounting features without a separate tool

Vendor and supplier portals

Give vendors their own portal for orders, invoices, and communication

Subscription and retainer billing

Recurring billing management for subscriptions and retainers

Analytics & ReportingView hub →

Custom KPI dashboards

Real-time analytics tailored to your KPIs

Google Analytics integration

Pull GA data into your platform dashboards

Ad spend and performance analytics

Pull in ad performance data from Google, Meta, and more

Custom report builder

Drag-and-drop report builder with scheduled email delivery

Marketing & GrowthView hub →

Email drip campaigns

Targeted email marketing from your platform

Event management

Plan, promote, and manage events with registration and follow-up

SEO reporting dashboards

Track search rankings, traffic, and optimization opportunities

Social media management

Content calendar, scheduling, approval workflows, and performance tracking

Brand book and style guide portal

Brand guidelines, asset library, and usage rules in one place

Content library and DAM

Digital asset management for images, videos, documents, and templates

Affiliate and partner program

Manage affiliate partners with commission tracking and payouts

AI IntegrationView hub →

AI document drafting

Generate contracts, proposals, SOWs, and emails from templates or prompts

AI customer support agent

Front-line chatbot that handles FAQs, routes tickets, and escalates intelligently

AI sales intelligence

Score leads, predict close probability, and flag at-risk accounts

AI content generation

Write blog posts, product descriptions, emails, and social content

AI data analyst

Ask questions in plain language and get instant charts and answers

AI workflow automator

Builds and suggests automation rules by watching user patterns

AI scheduling optimizer

Manage appointments and suggest optimal meeting times intelligently

AI inventory forecaster

Predict stock needs, flag reorder points, and identify seasonal trends

Business IntelligenceView hub →

Competitive intelligence tracker

Track competitor activity, pricing, and positioning

Product and service catalog

Manage your product catalog with pricing rules and bundles

Warranty and service contract tracking

Track warranties and service contracts with expiration management

Automated invoicing and billing

Generate invoices from milestones, time logs, or recurring schedules

See how these capabilities work together

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