This module connects organisational data, including company, projects, activities, products, quotations, and employee check-ins. All information is integrated into a calendar for easier management.
Collect and manage company data for every contact you deal with — customers, vendors, and suppliers — with an account pipeline and the full activity history tied to each account.
Store contact details with the business card image attached, so you can find them again later. Link contacts to projects and activities, record social media, mark how the relationship feels, connect to NFC card data, and create usernames so contacts can edit their own NFC card. Includes a birthday calendar.
Projects split into Sale and Non-Sale so the system fits more than one kind of work, with a project pipeline and task management built in.
Record activities to track and assess how work is going. Define your own activity types, separate internal from onsite work, stamp in and out per activity, and upload photos and supporting documents.
An internal social feed for posting activity updates, attaching files and photos, and sharing content with access rights you control — so people can reach company information without hunting for it.
A personal drag-and-drop task board wired straight into Project and the other workflows. Move a task from To Do to In Progress to Done and the real project data updates behind it — this is not a separate list you have to remember to sync. Because it connects to Project, Activity, and Account in the same workflow, what sits here is part of a real project that stays visible from anywhere in the system.
Create quotations inside the system for each project, then convert them straight into a sales order once the price is agreed.
A single place for customer conversations across Facebook, LINE, Telegram, Instagram, WhatsApp, Website, WeChat, Shopee, and Lazada. Messages and conversation history sit together, so the team can assign, track, and manage every thread while keeping the service record — which shortens response times and makes the experience consistent.
Manage connected mailboxes and email accounts from one workspace. Send and receive mail with attachments, and work against Contact data from CRM and Employee records inside the organisation. Manual entries can be created and managed too, so email stays organised and quick to follow.
