Platform Features
Everything your business needs
All modules are built in — not bolted on. They share the same data, users, and workflow engine.
Core CRM
Lead Management
Capture, qualify, and convert leads with custom pipelines and automated follow-ups.
Deal Pipeline
Kanban and list views of your sales pipeline with stage-based automation.
Contact & Account Management
Complete records with full communication history, documents, and activity timeline.
Quotes & Invoices
Build professional quotes with line items, discounts, and VAT. Convert to invoices in one click.
Document Templates
Reusable templates for SLAs, proposals, contracts, and industry-specific documents.
Workflow & Automation
Visual Workflow Builder
Drag-and-drop automations triggered by events, time delays, or field changes.
Email & SMS Automations
Automated sequences for onboarding, follow-ups, and re-engagement campaigns.
Approval Workflows
Route quotes, purchase orders, and leave requests through structured approval chains.
Webhook Integrations
Push events to any external system — Zapier, Make, or custom endpoints.
Finance & Billing
Client Invoicing
Professional invoices with PDF generation, email delivery, and payment tracking.
Paystack Integration
Accept card payments and bank transfers via Paystack. Subscriptions and once-off payments supported.
Multi-Currency
Invoice in any of 100+ world currencies. Exchange rates apply automatically.
Banking Details
Branded banking details appear on all documents automatically.
Communication
Email Compose
Send branded emails directly from the CRM with full history tracking.
SMS Integration
Send individual or bulk SMS to leads, clients, and contacts.
WhatsApp Sharing
Share quotes, invoices, and documents via WhatsApp with a single click.
Notification Centre
Real-time in-app notifications for all important events.
AI & Intelligence
Industry AI Assistants
AI agents trained on your industry's terminology and best practices.
AI Local Data Context
AI answers questions about your own business data — not generic responses.
Predictive Analytics
Forecast revenue, identify churn risk, and spot pipeline bottlenecks.
Smart Document Generation
AI drafts proposals, emails, and reports from your templates and context.
Platform & Security
Multi-Tenant Architecture
Every organisation gets its own isolated Postgres schema — architecture-level separation.
Role-Based Permissions
Granular access control per module and action. Custom roles supported.
Audit Logs
Every data change is logged with timestamp and user. Full compliance trail.
Custom Branding
Your logo, colours, and company details on every customer-facing document.
SMTP Integration
Send emails from your own domain. Full delivery control.
Mobile
Native iOS App
Full-featured Flutter app available on the Apple App Store.
Native Android App
Full-featured Flutter app available on Google Play Store.
WebView Wrapper
Lightweight Expo app that wraps the web — always up to date without rebuilds.
Offline Support
Read-only access and local caching when offline. Syncs on reconnect.
Deep Link Support
Direct links to records, notifications, and actions from email and SMS.
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