Two prices. Everything included.

Documents & e-signature

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

Contracts & renewals

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

Quotes & invoices

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

Xero sync

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

Recurring billing

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

Credit control

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

Expenses

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

Automations

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

Reports

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

Sales targets

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

Customer portal

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

Helpdesk

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

Knowledge base

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

Scheduling & bookings

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

Time off

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

Staff records

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

Projects & time

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

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.

Purchasing

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

Equipment

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

Recruitment

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

Certificates & compliance

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

Timesheets

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

Revenue

Margin, placements and billing reported live from the desk.

Email marketing

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

Reviews

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

Forms & surveys

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

Outreach

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

Prospecting

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

Tenders

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

Text messages

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

LinkedIn

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