CRM platform for businesses

A full multi-company and multi-branch foundation, with responsibilities, departments, and a detailed audit trail of every change.

• Manage companies, branches, departments and cost centers
• Fiscal year, fiscal periods and period closing
• Auto-generated document numbering
• Audit logs for every action

Double-entry accounting with a multi-level chart of accounts, detailed general ledger and automatic journal entries.

• Chart of accounts by group and tier
• Journal entries and general ledger (GL)
• Posting profiles and account maps
• Tax rates and tax codes

From the first touch to the closed deal — every opportunity, every activity, every customer in one place.

• Sales pipeline with custom stages
• Leads, opportunities and tracking
• Customer accounts, addresses and contacts
• Activities, notes and document attachments

The complete sales chain — from quotes and orders to delivery, invoicing and payment collection.

• Quotations and sales orders
• Delivery notes and sales invoices
• Credit notes
• Payment collection and allocation across invoices

Manage the full purchasing process — from internal requests to supplier payments.

• Purchase requests and purchase orders
• Goods receipt and purchase invoices
• Debit notes
• Supplier payments and allocation across invoices

Inventory management with multiple units of measure, multiple warehouses and FIFO/Layered costing.

• Items, categories, units and unit conversion
• Warehouses and inter-warehouse transfers
• Stock ledger
• Cost layers (Stock Layers) and FIFO consumption

A fast, simple storefront with shift management, receipt printing and live links to accounting.

• Sessions and end-of-day close
• Cashier checkout UI
• Receipt printing with custom layouts
• Real-time links to inventory and accounting

Cash and bank management, transfers between accounts and bank reconciliation.

• Bank accounts and cash boxes
• Money transfers between banks and cash boxes
• Treasury operations with multi-currency
• Simple and clear bank reconciliation

Employee records, positions, leave and a full payroll system with salary components and accounting entries.

• Employee records and job positions
• Leave types, leave requests and balances
• Salary structure and components
• Payroll runs and payslip printing

Operate in multiple currencies simultaneously, with daily exchange rates and FX gain/loss accounting.

• Base currency per company
• Daily and historical exchange rates
• FX gain/loss accounting
• Reports in target currency

Financial, sales, purchasing and cash-flow reports — ready for fast, correct decisions.

• Account balances and totals
• Cash movement reports
• Sales and purchasing analysis by period
• Stock availability across warehouses

Fine-grained permissions per user, secure sign-in, and a detailed audit log for every action.

• Role-based access control
• Two-factor authentication (2FA)
• Activity audit log for every change
• Protected by hardened cloud monitoring