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Sales · CRM
Full CRM
›A polished field-service CRM for customer records, bookings, assignments and job progress
Full CRM
CRM
24
Active jobs
8
Team members
92%
On-time completion
New
Maria Gomez
Today, 10:30
In progress
David Kim
Today, 14:00
Closing
Northstar Café
Tomorrow, 09:00
Compliance · Compliance app
AML Screening Desk
›A working sanctions and PEP screening desk with batch checks, history and clear review outcomes
AML Screening Desk
Compliance app
13
Total screenings
1
Not OK
7
OK / Clear
Performance trend
This yearSales · CRM
Lightweight CRM
›Track leads, next steps, deal values and owners without a heavyweight CRM rollout
Lightweight CRM
CRM
28
Open opportunities
$184k
Pipeline value
9
Actions due
New
Northstar
$24,000
In progress
Acme Group
$18,500
Closing
Field & Co
$31,000
Sales · Workflow
Lead qualification
›Score enquiries, route strong opportunities and keep a clear record of every decision
Lead qualification
Workflow
Qualification queue
Live flowOperations · Internal workflow
Approval workflow
›A reusable request, review and approval system with owners, evidence and a complete history
Approval workflow
Internal workflow
Approval queue
Live flowOperations · Portal
Vendor onboarding
›Collect company details, documents, risk reviews and approvals through one guided flow
Vendor onboarding
Portal
Vendor onboarding
Collect details, documents and approvals through one visible onboarding process.
Supplier onboarding
In progressFinance · Dashboard
Budget vs actual
›A practical monthly budget dashboard with variance explanations and clear ownership
Budget vs actual
Dashboard
$1.24m
Actual spend
-3.8%
Vs budget
6
Items to review
Performance trend
This yearFinance · Finance tool
Cash-flow forecast
›Model cash movements, scenarios and shortfalls without rebuilding a spreadsheet each week
Cash-flow forecast
Finance tool
Your inputs
Revenue
Costs
Period
Indicative result
$278k
Update an assumption and see the result instantly
HR · Portal
Employee onboarding
›Coordinate documents, equipment, access, introductions and training in one onboarding workspace
Employee onboarding
Portal
Employee onboarding
Coordinate every document, task, introduction and access request in one place.
New joiners
In progressHR · Employee tool
Leave request portal
›Submit, review and track leave requests with balances, coverage and manager decisions
Leave request portal
Employee tool
Leave requests
Live flowProfessional services · Client portal
Client onboarding portal
›A branded intake, document and approval portal for service businesses
Client onboarding portal
Client portal
Client onboarding portal
Collect details and files, coordinate reviews and show clients exactly what happens next.
Client onboarding
In progressProfessional services · Booking page
Appointment booking
›A polished booking page with services, local time zones, intake details and confirmations
Appointment booking
Booking page
Choose a time
Availability appears in the visitor's local time zone
August 2026
Local timeAccounting · Calculator
VAT calculator
›A simple revenue, input tax and liability calculator with a professional results view
VAT calculator
Calculator
Your inputs
Revenue
Costs
Period
Indicative result
AED 12.6k
Update an assumption and see the result instantly
Compliance · Assessment
AML risk assessment
›A scored questionnaire, risk rationale and review workflow for client or supplier risk
AML risk assessment
Assessment
Risk assessments
Live flow