Products
Five products. One set of records.
CRM, finance, HR, support and team chat, each a finished product with a page of its own, all reading and writing the same customers.
The five.
Each one is a product in its own right, with a page of its own. None of them is an add-on, and none of them is bought separately.
CRM
Contacts, pipeline, and follow-ups in one place that already knows your invoices.
ExploreFinance
Estimates, invoices, and payments in one place, tied to the deals behind them.
ExploreHR
Org chart, time off, onboarding, and reviews, without another subscription.
ExploreSupport
Tickets, SLAs, and a customer portal, each one carrying the full account.
ExploreInbox
Channels and direct messages for your team, next to the client records.
ExploreThe part five separate tools cannot do.
One customer record runs through all five products, so the handoff between them is not an export.
Win a deal, and the invoice is already drafted.
The invoice knows the deal it came from and the customer who owes it, so nobody re-keys the same account into a second tool to bill it.
One customer record. Nobody typed the account twice.
Answer a ticket with the whole account in view.
Every ticket carries that customer's deals and invoices, so an agent can see payment status without messaging finance and waiting.
Can’t log in after reset
#2213 · Northwind Trading
One person, one role, in all five.
The rep who owns the deal is the same person HR manages, and the role you give them is set once and holds in every product.
Sam Okoro
Support lead
The same platform under all five.
Fields, views, dashboards, automations and permissions behave the same way whichever product you are standing in, because they are the same ones.
Your own fields and objects
Add the fields you actually use to any record, and model the objects the built-in ones do not cover.
Table, board and calendar
Three views over the same records, so nobody exports to a spreadsheet to see the work their way.
Dashboards
Live figures drawn from the records themselves, across every product, on one screen.
Time tracking
A timer, timesheets, and a billable flag and rate on the task itself. Included on every plan, nothing to switch on.
Automations and webhooks
Move work along when something changes, take a webhook in, and send an HTTP request out.
Roles and permissions
Roles are set per object, so who can open, edit and share each kind of record is decided once.
Docs, goals and forms
Write it up, set the target, and collect the answers, on the same records as the work they belong to.
Import from a file
Bring your records in from a CSV or a spreadsheet, with presets that map an export from the tool you are leaving.
Deleting is reversible
Anything you remove waits in the trash for thirty days, so a wrong click is not a lost record.
