Documentation
Everything you need to set up and run the platform — from creating your first organisation to the day-to-day workflow in each module.
Getting started
Modules
BusinessControl
A single dashboard rolling up a status tile from every other module you use.
CRM
Companies, contacts, deals, and activity tracking, with per-user email sync.
Recruiter / ATS
A real Applicant Tracking System, built on the same CRM engine as Sales and Property.
Property
Everything an estate & letting agency needs to run sales and lettings day to day, in one place.
ApprovalHub
Sequential, role-based approval workflows with a permanent audit trail.
MarginWatch
Per-customer profitability — revenue against people, external, and other costs.
VendorHub / ContractGuard
Vendor register and contract tracking, with renewal and expiry reminders.
Online Payments
Let clients pay an invoice by card, straight into your own Stripe account.
Billing & Invoicing
Generate invoices from time entries, add manual line items, and export a PDF.
Scheduling & Calendaring
Calendar events that can link straight to a CRM contact, deal, or company.
InvoiceFlow
Invoice aging, chase notes, and AI-drafted chase emails, synced from your accounting system.
Joiner / Mover / Leaver
HR lifecycle case management with a department-by-department checklist.
Client Onboarding
Checklist-driven onboarding cases for new clients, with an AI-drafted welcome email.
Tasks & Automation
A general task board, plus rules that auto-create tasks when something happens elsewhere in the platform.
Time Recording
Log billable and non-billable time, ready to turn into an invoice.
Documents & e-Signatures
Upload documents to your own cloud storage, and send them out for signature.