The building blocks of your platform

Website

Your public website, wired to the back office: enquiries, articles and testimonials in one place.

• A custom website on your brand
• Enquiry forms straight into the CRM
• Articles and testimonials managed from the CRM
• Newsletter sign-ups

Sales targets

Monthly targets for the business and each person, tracked live against what's invoiced, won and added.

• Targets for the business and each person
• Invoiced, quotes won and new clients, measured live
• On track or behind for how far through the month it is
• Six months at a glance
• Nothing to enter: it reads your records

Email marketing

Newsletters and campaigns to your subscribers, clients and contacts, on your brand, with opens, clicks and unsubscribes counted.

• Campaigns written in plain words, laid out on your brand
• Send to subscribers, clients or candidates
• Opens, clicks and unsubscribes counted
• Unsubscribes honoured everywhere, automatically
• Schedule for later, test to yourself first

Reviews

Customers asked how it went, invited to review you on Google, and low ratings straight to you so you can put them right.

• Review requests with one-tap stars
• Asked automatically when the work is done
• Everyone invited to review you on Google
• Low ratings raise an urgent task
• Quotes customers agree to, on your website

Outreach

Personalised email sequences sent from your own Outlook mailboxes, with replies tracked.

• Multi-step email sequences
• Sent from each person's own mailbox
• Replies stop the sequence automatically

Prospecting

Find the companies that are hiring or buying, and the people to talk to there.

• Company and contact search
• Hiring signals from job-ad feeds
• One click from prospect to client

Tenders

Public-sector contracts from Find a Tender: open, upcoming and awarded, with who won.

• A live tender feed
• Who is bidding and who won
• Buyers linked to your prospects

Works with Prospecting.

Scheduling & bookings

Appointments, shifts, jobs or visits in one diary: who is where and when, booked online and invoiced from the diary.

• A shared diary by day or by person
• Online booking in your opening hours
• No double-booking, ever
• Repeat bookings for rotas and regular visits
• Invoice completed work in one click

Time off

Holiday and leave requests, approved by a manager, against each person's allowance, with bank holidays free.

• Ask for holiday from any device
• Approved by an admin, never your own
• Allowances, with what's taken, booked and left
• Bank holidays and weekends never counted
• Who's off at a glance, and online booking skips them

Staff records

The team's directory and each person's HR record: roles, managers, emergency contacts, right-to-work checks and probation.

• A directory of the whole team
• Who reports to whom, as a chart
• Private records only the person and admins see
• Right-to-work checks and probation dates
• Reminders before probation ends or permission runs out

Projects & time

Every piece of work on a board, with the time going into it, its budget, and the hours invoiced in one click.

• Projects for clients, with a task board
• Time logged however people type it
• Budgets in hours or pounds, with a warning when over
• Unbilled time invoiced by task or by person

Stock & inventory

What's on hand, what's running low and where it went: stock taken out as it's invoiced or used on a job.

• Stock levels with a full history
• Taken out automatically when invoiced
• Low-stock alerts and a reorder list
• Received, used on a job, or counted on the shelf

Purchasing

Purchase orders to suppliers, emailed from the platform, with deliveries booked straight into stock.

• Suppliers and numbered purchase orders
• Emailed to the supplier, chased in one click
• Goods in, part or whole, booked into stock
• Low stock turned into draft orders
• Costs against a project

Equipment

Vans, tools and kit: who has them, their MOTs, services and inspections, and what they cost to keep.

• Every van, tool and piece of kit in one list
• MOTs, services, PAT tests and insurance tracked
• Reminders before each check is due
• Service and repair history with costs
• Who has what, and where it's kept

Recruitment

Candidates, jobs, pipeline, applications and placements, with AI CV reading and search.

• Candidate records with AI CV reading
• Jobs published to your website
• Pipeline boards and applications
• Placements and anonymised client CVs

Certificates & compliance

Certificates for companies, staff and candidates, with expiry reminders, plus onboarding checks and references.

• Certificates on companies, staff and candidates
• Green, amber and red status on every record
• A task raised before anything lapses
• Onboarding checks and references for candidates

Timesheets

Contractors' weekly hours built from the rota, approved by clients from a link, then invoiced and paid.

• Weekly timesheets built from shifts
• Clients approve from a private link, on record
• Approved hours invoiced in one click
• A payroll export every week
• Charge, pay and margin on every timesheet

Works with Recruitment.

Documents & e-signature

Contracts and files kept against each record, sent for signature with a private link and a full audit trail.

• Documents on companies and candidates
• Send anything to be signed by email
• Audit trail: who, when, from where, which file
• A task when it is signed or declined

Customer portal

A private page for each customer contact: their quotes, invoices and documents to sign, in one place.

• A private link for every customer contact
• Quotes, invoices and documents in one place
• Links straight to accept, pay or sign
• Reset or turn off a link at any time

Helpdesk

Customers' requests as tickets: raised from your website, answered by email, nothing lost or left waiting.

• A support page on your website
• Customers follow and reply from a private link
• A queue with overdue requests first
• Internal notes, priorities and assignment
• Every reply on record

Knowledge base

A help centre on your website, and the team's own how-tos, written in minutes and searchable.

• A searchable help centre at /help
• Internal articles for the team only
• "Was this helpful?" and views on every article
• Listed for search engines
• Linked from your support page

Forms & surveys

Feedback, quote requests, sign-ups and surveys, built in minutes and answered on a link, with every answer summed up.

• Ten kinds of question, no code
• A link to share or put on your site
• Answers summed up as they arrive
• Every answer as a CSV
• An automation when someone answers

Text messages

Two-way texting from the CRM, logged against the person, with opt-outs handled.

• Send and receive texts in the CRM
• Every message on the record
• STOP handled automatically

LinkedIn

Posts drafted from your jobs and articles, published to your company page.

• AI-drafted LinkedIn posts
• Publish to company and personal pages

Contracts & renewals

Every client agreement with its value, term and notice period, renewed on time and never left to lapse by accident.

• Each client's contracts and what they're worth a year
• Notice dates worked out, with a reminder before each
• Contracts that renew themselves, renewed
• A history of every renewal and change
• Recurring value at a glance

Quotes & invoices

Branded quotes customers accept online, invoices with VAT, payments recorded and what's overdue at a glance.

• Quotes accepted online with one click
• Invoices with VAT, numbered automatically
• Branded PDFs sent from your own Outlook
• Card payments through Stripe
• Payments, balances and overdue at a glance

Xero sync

Invoices, customers and payments kept in step with Xero, both ways, without typing anything twice.

• Invoices sent to Xero as they go out
• Customers created in Xero for you
• Payments sent both ways, invoices marked paid
• Voids carried across, errors shown on the invoice

Works with Quotes & invoices.

Recurring billing

Retainers, rentals, subscriptions and contracts invoiced on schedule, and emailed for you if you like.

• Weekly, monthly, quarterly or yearly invoices
• Raised every morning, never twice
• Emailed with the PDF, or left for you to check
• The month or quarter filled in on each one

Works with Quotes & invoices.

Credit control

Unpaid invoices chased for you by email, polite to firm, with statements in one click and nobody chased mid-dispute.

• Reminders before and after each due date
• Five stages, from friendly to final notice
• Your own wording for every email
• Customer statements in one click
• Pause a client during a dispute or plan

Works with Quotes & invoices.

Expenses

Staff expenses and mileage with the receipt photographed, approved, paid back, and re-billed to clients.

• Receipts photographed from a phone
• Mileage at the HMRC rate
• Approved by an admin, never your own
• Who's owed what, as a CSV
• Client expenses re-billed in one click

Automations

When something happens, the platform acts: tasks raised, reminders and thank-yous sent, nothing forgotten.

• Rules: when this happens, do that
• Tasks raised and emails sent for you
• Overdue invoices chased automatically
• Ready-made recipes, one click to add

Reports

How the business is doing on one page: money in and owed, the work done, stock, marketing and reviews.

• Invoiced and received, month by month
• Who owes what, and how late
• Your biggest clients
• Work, margin, stock and review numbers together

Revenue

Margin, placements and billing reported live from the desk.

• Weekly margin and forecasts
• Revenue by client and consultant

Works with Recruitment.