Library
5- Company-document library
- Folder and document management
- Google Drive import
- Microsoft OneDrive import
- Expiring-document monitoring
All features
Module
Documents and management
A searchable company library plus the governance around it.
Start free trial 18 capabilities · 4 areas
- LibraryCompany-document library5
- Commercial documentsPresentations and visit records5
- CoordinationCalendars and organizational events6
What’s included
Everything in Documents and management
18 documented capabilities across 4 areas.
Commercial documents
5- Presentations and visit records
- Business offers and offer templates
- Business contracts
- Institutional contracts
- Contract PDFs and previews
Coordination
6- Calendars and organizational events
- Google Calendar synchronization and invitations
- Notices with categories and notification preferences
- Personal and shared notes
- AI note enhancement
- Surveys with public links, responses, and statistics
Governance
2- Activity and audit logs
- Business-performance analytics
Works together with
Connected to the rest of your business
- 27 capabilities
Certificates and field-service documentation
Field work documented, signed and shared with the client.Explore - 16 capabilities
Client portals and public experiences
Self-service for your clients, without another login to manage.Explore - 7 capabilities
Mobile and personal workspace
A responsive workspace with personal preferences that follow each user, not the whole organization.Explore - 17 capabilities
AI capabilities
An organization-scoped assistant plus AI inside each module.Explore
Bring your business workflows together
Start a 14-day free trial — no card, no lock-in. Import your customers and invoices and see the full picture on day one.