MODULES
All modules
Every module works on its own and they fit together: customer, quote, task and time worked in one system. If you cannot find what you need, we build it for a fixed price.
17 modules
Sales and customers
Customers, quotes and bookings – so more deals close.
CRM (customers, sales)
Customers, contacts, opportunities and your sales pipeline.
Details: CRM (customers, sales)
Quotes
Itemized quotes for your CRM customers, as PDF, with status tracking.
Details: Quotes
Booking & scheduling
Online booking for staff, rooms or loading docks – with confirmation, reminders and a calendar invite.
Details: Booking & scheduling
Finance and purchasing
Invoices, purchasing and approvals with less manual work.
Invoicing
Invoices via Billingo or Számlázz.hu, from your customer and quote data.
Details: Invoicing
Approval workflows
Multi-step approvals with amount thresholds, e-mail notifications and delegation.
Details: Approval workflows
AI invoice processing
Incoming invoices from e-mail and upload, with self-learning supplier recipes, AI fallback and NAV reconciliation.
Details: AI invoice processing
Purchasing
Requisitions with approval, purchase orders to suppliers, confirmations, goods receipt and invoice matching.
Details: Purchasing
Operations and projects
Tasks, timesheets, stock, field work and quality.
Task manager
Tasks on a board, with subtasks, owners, deadlines and priorities.
Details: Task manager
Warehouse
Items, stock levels, goods receipts and issues, low-stock alerts.
Details: Warehouse
Timesheets
Weekly time against projects, tasks and customers, with week locking, reports and billable hours.
Details: Timesheets
Field service & work orders
Schedule on-site jobs for technicians, mobile checklists with photos, customer sign-off and a PDF work sheet.
Details: Field service & work orders
Quality checklists & HACCP logs
Scheduled checks per area and equipment, readings with limits, corrective tasks and PDF logs.
Details: Quality checklists & HACCP logs
People and HR
Leave and mandatory training, kept in order.
Leave management
Leave and absence requests with approval, yearly entitlements, a holiday calendar and a team calendar.
Details: Leave management
Training & e-learning
Mandatory and optional courses with lessons and a quiz, certificates with expiry, a completion matrix and reminders.
Details: Training & e-learning
Knowledge, documents and AI
Documents, reports and AI meeting notes in one place.
Document library
Company documents in folders with versions and search; attach them to partners, quotes and tasks.
Details: Document library
Reports & dashboards
Ready-made reports from every enabled module, with charts, export, scheduled e-mail delivery and your own dashboard.
Details: Reports & dashboards
AI meeting notes
Record on your phone, get a transcript with speakers and an AI summary with decisions and action items — linked to the customer.
Details: AI meeting notes
What's the first thing you'd build?
Sign up, pick your modules, and your base system is running in a few minutes.