Prepare the engagement
Keep customer relationships, quotes and project scope aligned.
INDUSTRIES / CONSULTING & ADVISORY
Make expertise easier to deliver and account for.
Keep leads, agreed work, private projects and reviewed time billing connected.
Your declared business identity and current country requirements stay in control.CONNECTED WORKFLOWS
Your businessOne workspace. Clear responsibilities.
crmShared records · scoped access
projectsShared records · scoped access
timesheetsShared records · scoped access
invoicingShared records · scoped access
Give the everyday work
a connected path.
Deliver within clear boundaries
Assign the project audience and record work privately.
Review billable time
Approve exact time revisions and deliberately create the financial source.
CHOOSE YOUR TOOLS
Apps for this workflow.
Install only what you need. Each app uses your package allowance; prerequisites and any extra licence are shown before installation.
CRMManage customer and supplier relationships, leads and activity history.ProjectsPlan private or shared projects, coordinate canonical tasks, review milestones and connect approved service billing.Timesheets & Time BillingCapture private project work, review exact time revisions and deliberately bill approved service time.InvoicingPrepare customer invoices and record payments with clear financial history.Appointments & BookingsPublish reviewed free services, offer real available slots and manage requests, reservations and customer changes.
A PLAN THAT FITS THE STARTING WORKFLOW
Start with Team.
6 released apps including prerequisites, with room for 3 total users in this example. Recommendations follow the current published packages.
Review plans
Installation is your choice. Any separately priced licence is reviewed before purchase. Upgrade if your actual team or storage needs more room.
Specialist requirements to review
Appointments currently support free-service bookings; professional advice obligations remain with the business.
Local requirements are part of the setup.
Industry examples describe available operational workflows. Statutory invoicing and authority integrations depend on the implemented country scope and verified configuration. Saudi ZATCA production integration is not currently released.
Review country and recordkeeping guidance →EXPLORE OTHER WORKFLOWS
Find another starting point.
Retail & stores
A clear view from the counter to the stockroom.
Explore the workflowEcommerce brands
Your storefront. Your operations. One connected workspace.
Explore the workflowFashion & accessories
Give every collection a well-organised home.
Explore the workflowGrocery & convenience
Keep everyday selling and replenishment moving.
Explore the workflowRestaurants & cafés
A clearer foundation for your counter and suppliers.
Explore the workflowBeauty & personal care
Bring products, appointments and customer care together.
Explore the workflowHome, furniture & interiors
From a considered catalogue to a reviewed delivery.
Explore the workflowElectronics & technology retail
Organise products, availability and after-sales work.
Explore the workflowBooks, stationery & gifts
Make browsing easy and stock decisions clear.
Explore the workflowWholesale & distribution
Keep buying, stock and selling in step.
Explore the workflowManufacturing & assembly
Organise purchasing and stock around your operation.
Explore the workflowConstruction & building
Give each delivery a clear commercial trail.
Explore the workflowContracting & field services
Connect the commitment to the people doing the work.
Explore the workflowLogistics & fulfilment
A clear path from packed order to recorded delivery.
Explore the workflowAutomotive & parts
Keep parts and customer work easy to follow.
Explore the workflowAgriculture & growers
Keep your business records close to the work.
Explore the workflowEnergy & utilities
Coordinate projects, suppliers and reviewed team effort.
Explore the workflowProfessional services
From the first conversation to a considered handover.
Explore the workflowMarketing & creative agencies
Less scattered work. More shared direction.
Explore the workflowSoftware & IT services
Connect delivery, time and customer support.
Explore the workflowAccounting & bookkeeping firms
Keep engagements organised and records deliberate.
Explore the workflowLegal & professional practices
Organise client work with deliberate permissions.
Explore the workflowReal estate & property services
Bring enquiries, appointments and project work together.
Explore the workflowEducation & training
Organise the business behind learning.
Explore the workflowHealthcare & clinics
Separate general operations from clinical responsibilities.
Explore the workflowFitness & wellness businesses
Coordinate your team and general service enquiries.
Explore the workflowTravel & tourism businesses
Keep service enquiries and delivery work coordinated.
Explore the workflowHotels & accommodation
Organise the operations around your property.
Explore the workflowEvents & production teams
Give each event a coordinated working plan.
Explore the workflowMedia & publishing
Connect the team behind every release.
Explore the workflowNonprofits & community organisations
Give shared purpose a clear operational foundation.
Explore the workflowPublic sector & associations
Keep general administrative work visible to the right people.
Explore the workflowPharmacy & regulated retail
A general business foundation with clear limits.
Explore the workflowCleaning, maintenance & home services
Give every service commitment a clear next step.
Explore the workflowOther businesses
Start with the work you need to organise.
Explore the workflowYour business does not have
to fit a fixed bundle.
Combine released apps, review their prerequisites and shape your workspace around the work you actually do.
Explore all released apps