CRM + ERP · ONE PLATFORM
Run the whole business from one clean place
Customers, sales, invoicing, projects, finance, and HR — sharing one source of truth. No tab-hopping, no integrations to glue together, no spreadsheets to reconcile.
Sales & pipeline
Turn leads into customers without losing the thread
A pipeline that actually reflects how deals move — capture, qualify, and convert with ownership, activity history, and one-click handoff to a customer record.
- Drag-through pipeline stages
- Lead scoring & assignment
- Convert to customer in one click
Get paid
Invoices, estimates, and payments that reconcile themselves
Send a branded estimate, convert it to an invoice, take the payment, and watch it post to your books automatically. No spreadsheets, no double entry by hand.
- Estimate → invoice → payment
- PayPal & per-tenant gateways
- Auto-posts to the ledger
Delivery
Projects and tasks that keep the work honest
Plan with milestones, run with task boards, log time against the project, and keep every file and discussion in one place the whole team can see.
- Milestones, tasks & timesheets
- Project files & discussions
- Per-member roles
The books
Real double-entry accounting, not a money toy
A proper chart of accounts with journals, payments, expenses, and credit notes — so the financial picture is one you can actually trust at close.
- Double-entry journals
- Chart of accounts & taxes
- Expenses & credit notes
Your people
HR that lives next to the work, not in another tab
Employees, attendance, leave, payroll, performance, and documents — in the same workspace as the customers and projects they serve.
- Attendance & leave
- Payroll & performance
- Secure document vault
Everything, in one workspace
One login. Every part of the business.
Each module shares the same customers, the same people, and the same numbers — so nothing falls between the cracks.
Pricing
Start free. Grow into it.
Spin up your workspace today on a free trial — every module included. Add seats and upgrade your plan when the business does, not before.
Create your workspaceFree trial
- All 12+ modules unlocked
- Invite your whole team
- No credit card required
- Your data, isolated & exportable
Questions
The short answers
Is this really one platform, or a bundle of tools?+
One platform. Customers, leads, invoicing, projects, finance, and HR share the same data model and the same workspace — a customer record links to its invoices, projects, and tickets without any integration to set up.
How is my data kept separate from other companies?+
Every record is scoped to your organization and enforced at the database layer — not just hidden in the UI. Your workspace is isolated by design, with role-based access controlling who on your team sees what.
Can I start without talking to sales?+
Yes. Create your workspace, invite your team, and start working on a free trial. No credit card required to begin.
Does the accounting actually balance?+
It's real double-entry: a chart of accounts, journals, payments, and credit notes. Invoices and expenses post to the ledger automatically, so close is something you can trust.
Your business, finally in one place.
Set up your workspace in minutes. Bring your team. Keep everything — and everyone — in sync.
Start free