The operating system
for services business

We have found that most services businesses are mostly the same. It's the nuance that is different.

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Industries we serve

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Aged and Community Care

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Professional Services

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Employment Services

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Healthcare

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Home Services

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Management Consulting

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Software Development

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Website Development

Modules and features

Perfect tool for sales

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Spend less time digging through spreadsheets and more time on productive activities to close the sale. Manage your sales team, whether 1 or 10 through each stage of the sales cycle.

  • Track emails, calls, and meetings
  • See the progression of your pipeline
  • See Key Numbers at a glance and then drill down into the detail
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An intuitive CRM system

Image CRM

See all the interactions with with Clients, Suppliers, Partners and Competitors in the one unified place. Opportunities, Phone calls, meetings, emails, notes, project material, Timesheets and billing Information in the one place.

Image CRM

Full control over your projects

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A simple way to track your projects / jobs

  • Actual versus Estimated time tracking
  • Automatically Generate Project Status Reports
  • Sprint tracking and Reporting
  • Team Schedules and allocations
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Full visibility over your teams

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Oversight of where your team is allocated in the next day, week, month and beyond. Allocate the right skill to the right task

View by person, project, or date range.

Time recording

time sheets

No one likes doing timesheets, yet they are an essential tool for the business to track and improve on delivering their services.

We provide an intuitive solution to record your time to the correct task, and then provide reports and analytics, which tie back to the estimates given.

time sheets

at-a-glance views of key indicators

dashboard

We provide a catalogue of dashboard indicators for you to suit your business needs. You can view company wide, by team or individual.

Most of the indicators allow you to drill down to the underlying data.

dashboard

integrations

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Txt / SMS

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Email

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Calendar

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Xero

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Slack

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GitHub

Arrange a demo

We would be delighted to walk you thorough a demo, or send you a short video walk through to watch at your pace to see how it can assist your business.

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