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Sales · CRM

Full CRM

A polished field-service CRM for customer records, bookings, assignments and job progress

Full CRM

CRM

Live template

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

Live template

13

Total screenings

1

Not OK

7

OK / Clear

Performance trend

This year

Sales · CRM

Lightweight CRM

Track leads, next steps, deal values and owners without a heavyweight CRM rollout

Lightweight CRM

CRM

Live template

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

Live template

Qualification queue

Live flow
Submitted
Review
3Decision
4Complete
Orbit LabsReady
Lime WorksReview
Kite StudioQueued

Operations · Internal workflow

Approval workflow

A reusable request, review and approval system with owners, evidence and a complete history

Approval workflow

Internal workflow

Live template

Approval queue

Live flow
Submitted
Review
3Decision
4Complete
Software renewalA. Lee
Event spendT. Ross
Supplier exceptionN. Shah

Operations · Portal

Vendor onboarding

Collect company details, documents, risk reviews and approvals through one guided flow

Vendor onboarding

Portal

Live template

Vendor onboarding

Collect details, documents and approvals through one visible onboarding process.

Supplier onboarding

In progress
Atlas Office
Nexa Cloud
Harbour Events

Finance · Dashboard

Budget vs actual

A practical monthly budget dashboard with variance explanations and clear ownership

Budget vs actual

Dashboard

Live template

$1.24m

Actual spend

-3.8%

Vs budget

6

Items to review

Performance trend

This year

Finance · Finance tool

Cash-flow forecast

Model cash movements, scenarios and shortfalls without rebuilding a spreadsheet each week

Cash-flow forecast

Finance tool

Live template

Your inputs

Revenue

250,000

Costs

84,000

Period

This quarter

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

Live template

Employee onboarding

Coordinate every document, task, introduction and access request in one place.

New joiners

In progress
Sara N.
David K.
Noor A.

HR · Employee tool

Leave request portal

Submit, review and track leave requests with balances, coverage and manager decisions

Leave request portal

Employee tool

Live template

Leave requests

Live flow
Submitted
Review
3Decision
4Complete
Maya ChenApproved
Omar AliPending
Nina RossCoverage check

Professional services · Client portal

Client onboarding portal

A branded intake, document and approval portal for service businesses

Client onboarding portal

Client portal

Live template

Client onboarding portal

Collect details and files, coordinate reviews and show clients exactly what happens next.

Client onboarding

In progress
Northline Trading
Cedar Advisory
Aster Foods

Professional services · Booking page

Appointment booking

A polished booking page with services, local time zones, intake details and confirmations

Appointment booking

Booking page

Live template

Choose a time

Availability appears in the visitor's local time zone

August 2026

Local time
09:0010:3012:0014:0015:3017:00

Accounting · Calculator

VAT calculator

A simple revenue, input tax and liability calculator with a professional results view

VAT calculator

Calculator

Live template

Your inputs

Revenue

250,000

Costs

84,000

Period

This quarter

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

Live template

Risk assessments

Live flow
Submitted
Review
3Decision
4Complete
Falcon TradingApproved
Orion HoldingsEnhanced review
Nexa LogisticsManager review