People & productivity
CRM — Customer Relationships
Keep the right business and customer details close to every transaction.
Manage companies, customer contacts, legal details, and bank information for connected reservations, contracts, orders, and invoices.
We can calculate a price after you send more details.
Request a quote Explore plans and add-ons01
Organize company information
Maintain structured company details and bank-account information. Search available public company records to help find the correct business identity.
02
Find the person behind the record
Keep customer and contact details searchable so staff can select the right person when preparing a reservation, agreement, or invoice.
03
Use the same context across your work
Select companies and contacts in the workflows that need them. Orders use supplier or customer context; contracts capture the customer details used when the document was created.
04
Support more than one operating company
Choose the company in company-scoped work such as workforce records and stock ownership. Team access follows the permissions and company access assigned in Platform.
How it works in practice
- 1
Create or find the relevant company and contact.
- 2
Check business, contact, and bank details.
- 3
Select the record when preparing the next booking, order, contract, or invoice.
Connect the rest of your work
Customer contracts
Prepare consistent agreements from reusable templates.
Sales & Purchasing
Connect customer orders and supplier deliveries to warehouse work.
Finance & Invoicing
Turn business activity into clear, consistent billing documents.
Build a plan around your business.
Choose the services and capacity your team needs. Available features depend on your plan, enabled services, and team permissions.
Request a quote
Tell us what you need. Choose a service and share the details so we can prepare a quote.