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Library
- Company-document library
- Folder and document management
- Google Drive import
- Microsoft OneDrive import
- Expiring-document monitoring
All features
Documents and management
A searchable company library plus the governance around it.
18 capabilities included
Commercial documents
- Presentations and visit records
- Business offers and offer templates
- Business contracts
- Institutional contracts
- Contract PDFs and previews
Coordination
- 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
- Activity and audit logs
- Business-performance analytics
Your whole business, live by tomorrow morning
Start a 14-day free trial — no card, no lock-in. Import your customers and invoices and see the full picture on day one.