Industries · Services
Clients, cases and projects in order, for service companies.
The client, the contract, open cases and their documents in one place, handled the same way by everyone.
What it helps with
Where the system helps day to day.
Client and contract
Clients with full history, contracts nearing expiry flagged; clients can also see what concerns them in a portal.
Structured case handling
Cases with types and a defined status pipeline, plus linked documents and a log.
Tickets and time
A public support form, comments and time logs on tickets; a ticket sender becomes a partner in one click.
Projects and files
Projects with tasks and a calendar, and files shared with the client through password-protected public links.
Recommended modules
The modules to start with.
You roll out only what you need, and can add more at any time.
CRM and sales
Partners, quotations, sales orders, invoices and contracts in one place.
Document management
Documents, cases and their deadlines.
Project management
Projects, milestones, tasks and a calendar for the team.
Workflow management
Tasks, tickets and approval workflows.
File Center
Company and private files, sharing and public links.
We supply the hardware too
Computers, tablets, barcode scanners, label printers and networking, chosen for the modules you use.
Hardware detailsGrant-fundable in Hungary
With the Hungarian DIMOP Plusz and GINOP Plusz grants and interest-free loans, the rollout can cost as little as 10% own contribution.
Grant fundingOther industries
See it on your own processes.
In the demo we show how the system would work for your company.