All features
What is built, and what is planned.
164 capabilities are available today. Built features whose evidence is still being confirmed are marked Being verified, and anything not built yet is marked Planned. Neither is presented as live.
256 capabilities
- AvailableCRM
One record per customer
People and organisations with roles, contacts, addresses and several tax ids.
- AvailableCRM
Leads with kanban and conversion
Lead stages, sources, lost reasons, kanban, conversion to customer and deal.
- AvailableCRM
Deals across several pipelines
Pipelines with stage probabilities, deal board, win/loss capture, deal team and customer contact roles.
- AvailableCRM
Lead scoring
Lead scores with their breakdown, in sortable lists.
- AvailableCRM
Activities and follow-ups
Tasks, calls, meetings and logged emails with reminders and a calendar agenda.
- AvailableCRM
Duplicates and merge with undo
Duplicate warnings or blocks per channel; merge with field picks and 30-day undo.
- AvailableCRM
Web-to-lead
Website forms create leads with their source and consent.
- AvailableCRM
Consent and data-subject requests
Consent ledger by purpose and channel; export and erasure requests with preview.
- PlannedCRM
Mailbox sync and email-to-lead
Mailbox connectors are built and tested on recorded data; they need live accounts.
- PlannedCRM
Calendar subscription link
Waiting on a security review.
- PlannedCRM
Maps
Waiting on a map provider decision.
- PlannedCRM
Territories on leads and activities
Territories cover customers and deals today.
- AvailableSales
Quotes with options and revisions
Line items, sections, optional and alternative lines, revisions, templates, duplicate, expiry.
- AvailableSales
Online acceptance with signature
Send by link with one-time code; customer accepts or declines; view tracking; scheduled send.
- AvailableSales
Sales orders and reservations
Orders from accepted quotes; reserve, backorder and deliver against live stock.
- AvailableSales
Price lists and credit limits
Dated price lists, customer-group and payer pricing; credit-limit block with audited override.
- AvailableSales
Contracts with e-signature
Contract types, templates with merge fields, signing with an evidence certificate.
- AvailableSales
Renewals and reminders
Signer reminders, expiry reminders and renewals on contracts; follow-ups on open quotes.
- AvailableSales
Quote requests inbox
Inbound quote requests from public forms and the portal, with an SLA.
- Being verifiedSales
Invoice from a quote or orders
Built; its evidence is being confirmed before we advertise it as live.
- PlannedSales
Subscriptions charged to a saved card
Saved payment methods are not built; recurring invoices are.
- PlannedSales
Contract billing schedules
Planned for a later release.
- PlannedSales
Commission payouts
Commissions accrue; how they are paid out is still being decided.
- PlannedSales
Choosing alternatives on the public link
Works in the customer portal today.
- AvailablePOS
Offline selling with safe sync
Encrypted local store, sales offline, idempotent sync so a sale is never recorded twice.
- AvailablePOS
Fast sell screen
Search, barcode and scale-barcode scan, modifiers, park and resume, exchanges, customer picker.
- AvailablePOS
Shifts, cash and Z reports
Float, pay-ins and pay-outs, blind count with variance, X and Z reports.
- AvailablePOS
Returns, refunds and layaway
Returns and exchanges against the sale; layaway with deposits held as store credit.
- AvailablePOS
E-receipts by link and QR
Each sale gets an e-receipt link and a QR code.
- AvailablePOS
Restaurant tables and kitchen display
Floor plans, table orders with seats and courses, kitchen display by station, split bills.
- AvailablePOS
Posts to stock and books
Each sale moves stock and posts to Books through rules; foreign-currency cash at store rate.
- AvailablePOS
Promotions and coupons
Automatic promotions work offline; coupon codes while the till is online.
- Being verifiedPOS
Split payments and stored-value tenders
Built; its evidence is being confirmed before we advertise it as live.
- PlannedPOS
Receipt printers and devices
Not yet tested on real hardware; network printers come later.
- PlannedPOS
Selling gift cards and offline coupons at the till
Planned for a later release.
- PlannedPOS
E-receipts by email or SMS
Receipts go by link and QR code today.