Config-Driven. Not Feature-Bloated.

One configuration file drives your entire dashboard. Pick your industry. Toggle modules on and off. Your CRM has estimates and fleet tracking because you're a pool company — not because every CRM ships with 400 features you'll never touch.

Enable estimates + service areas for home services

Enable compliance + policies for insurance

Enable inventory + orders for retail

Enable donations + events for non-profit

Your dashboard loads fast because it only loads what you use.

13 Core Modules

Available to every industry.

Module What It Does
ClientsContact management, profiles, hour tracking, billing status
LeadsSales pipeline — new, contacted, qualified, proposal, won. CSV import, vCard import, outreach tracking
ProposalsCreate, send, track. Client signs online. Stripe invoice auto-created
SchedulingAdmin availability, client booking, hour bundles. Calendar with week/day views
ProjectsKanban board with drag-and-drop. Tasks, comments, assignments
NewsletterEmail campaigns, drip sequences, open/click tracking
ChatClient-to-admin messaging with real-time updates
AI AssistantClaude-powered chat that knows your business. Queries your data and knowledge base
BillingStripe subscriptions, invoicing, hour bundle purchases
AccountingMRR tracking, overhead, P&L, annual projections. MFA-gated
UpdatesIn-app announcements feed for clients
ReferralsClient referral program with reward tracking
SecurityHoneypot logs, rate limit events, IP blacklist management, trusted devices

19 Industry Modules

Toggle on per client. Only enabled modules load — no bloat.

Module Industries
EstimatesHome services — line-item job quoting with approval flow
ReviewsHome services, health, retail — Google/Yelp/Facebook review aggregation
AppointmentsHealth, services — client self-booking with reminders
TicketsTech, services — support ticket system with priority and assignment
InventoryRetail, e-commerce — stock levels, reorder alerts, movement tracking
InvoicingAll services — standalone invoice generation with line items
DonationsNon-profit — campaign tracking, donor management, receipts
EventsNon-profit, community — event management with registration and ticketing
Content CalendarMarketing, media — social content scheduling across platforms
CampaignsMarketing — campaign ROI tracking with spend/revenue/conversion metrics
ComplianceInsurance, financial — license and certification tracking with expiry alerts
PoliciesInsurance — policy management with renewal pipeline
ListingsReal estate — property listing management
DirectoryCommunity — member/business directory
FleetHome services — vehicle and equipment tracking with maintenance logs
Service AreasHome services — ZIP code and radius-based coverage management
Booking CalendarTravel, health — public booking with payment integration
ItinerariesTravel — trip planning with day-by-day vendor management
PortfolioCreative, agencies — project gallery and case studies

Roles & Permissions

5 standard roles — customizable per instance. The sidebar, route access, and API permissions all respect roles.

Admin

Full access to everything

Sales

Leads, clients, proposals

Engineer

Clients (view), projects

Lead

Dashboard, scheduling

Client

Own dashboard, chat, AI

How It Connects

Website: Leads from your site's contact form flow directly into your pipeline.

Intelligence: Revenue, leads, and client data feed into your analytics layer.

Knowledge: Your AI assistant queries your vault for context-aware answers.

Security: MFA, device fingerprinting, and role-based access on every request.

See It Configured for Your Industry

Tell us your industry and we'll show you the exact modules, workflows, and permissions your business needs.

Book a Demo