Every feature in CRM Business Hub
16 areas, 82 features in total. Each area has its own page with a screenshot, what it does.
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Leads that never slip through
From web form to customer, with the next step always set
Includes Web forms that create leadsLog every call and the next stepScore leads by your own rulesAI assessment of every leadNew leads assigned automatically
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Every customer in one record
Proposals, invoices, contracts and notes on one page
Includes All contacts across all customersGroups and tags for your customersA statement of account in one clickYour own fields on every recordExport or anonymise a customerThe full history on every record
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Proposals your customers accept online
Send a link, get a yes, and the invoice is ready
Includes Every proposal and its statusAccept and sign on screenValidity dates and view trackingOrder confirmations from the accepted proposalContracts with renewal and signatureReusable text blocks
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Deals and pipelines with a forecast
See every deal and what it is likely to bring in
Includes Several pipelines with your own stagesA weighted forecast from every dealSales goals the team can see
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Invoices in a few clicks
From accepted proposal to sent invoice in minutes
Includes Recurring invoices on autopilotPro forma invoicesCredit notes that keep your numbering cleanNumber ranges in your formatFour PDF designs in your brand
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Getting paid, and seeing it
Record payments, match your bank, chase what is late
Includes Bank statements matched in one clickPayment reminders and dunning levelsAn invoice link for any device
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Products and services with your prices
Enter it once, pick it into every proposal and invoice
Includes Variants with their own SKU and pricePrice lists per customer groupTax rates, exemptions and gross pricesSeveral currencies
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Expenses, suppliers and bills
Know what goes out, not just what comes in
Includes Recurring expenses and approvalsSuppliers with terms and bank detailsSupplier bills and what is dueBudgets with plan against actual
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A document inbox that reads receipts
Snap a receipt and the AI types it in for you
Includes Drop, forward or fetch your receipts
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Projects you can bill
Plan the work, track the hours, invoice the result
Includes Milestones and progressTasks as a list or a boardChecklists and templatesTime tracking with a timerInvoice a project from its hoursOne calendar for dates and deadlinesSend a task to your ToDo list
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Customer support with SLAs
Every request answered on time, by the right person
Includes AI summary and reply suggestionsSLA policies with due timesRules that sort tickets for youCanned repliesA ticket page for your customer
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Reports that answer your questions
22 reports, a dashboard and a builder for your own
Includes A dashboard you arrange yourselfWho owes you what, and how longBuild and schedule your own reportsLead funnel and pipeline reportsProject profitability
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Stock, warehouses and purchase orders
Know what is on the shelf and what is on its way
Includes Every stock movement in a journalStock countsPurchase orders to your suppliersGoods receipt, also in parts
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E-mails in your words and language
The right words for every document, in any language
Includes Send with a draft written by AIYour own sender and SMTPSee whether your mail was opened
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Bring your data in
Move your records in from a CSV, not by hand
Includes Set up in five stepsAPI and webhooks
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Your company, your settings
Your logo, your language, your formats - set once
Includes Sixteen languages for team and documentsTime zone, date formats and currencyOne workspace per company
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