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Solutions By type, team and industry

Solutions for the way you work.

Start with the tools that fit your business today. Every tool works from the same customers and records, so you can add more when you need them.

Illustrative preview

By business type

Where most businesses start.

Small businesses

Start with quotations, invoices and a customer list, then add tools as you grow.

Service providers

Get found on the marketplace, follow up every enquiry and get paid for the work.

Agencies and marketing teams

Plan and approve content for one brand or many, and keep client work organised.

Growing companies

Give each team its own tools on shared customer records, with roles that control access.

By team

Give every team its own tools, on shared records.

Sales

Leads, pipeline and follow-ups.

CRM

Marketing

Content calendar, campaigns and approvals.

Social media

Finance

Quotations, invoices, payments and expenses.

Finance

Operations

Projects, jobs and industry workspaces.

Operations

HR

Team members and roles today; HR tools are planned.

HR & People

By industry

Workspaces shaped around your trade.

Choose an industry workspace when you set up, with the stages, records and documents that trade needs.

Education

One configurable institution workspace for primary schools, secondary schools, colleges and universities. Foundation pilot: institution setup and academic calendars.

  • Primary Schools
  • Secondary Schools
  • Colleges
  • Universities
Ask about the Education pilot

Not sure where to start?

Tell us how your business works.

We will point you to the right tools and industry workspace. Or create a free workspace and explore.