Industries
Services and firms
In services the work is made of people: clients asking, quotes to follow, activities to invoice. Keeping everything in folders and emails means chasing. Here contacts, deals and invoices sit in the same system, with the website connected.
What changes in practice
- Contacts and deals with history, not scattered mailboxes
- Quotes that become invoices when the client says yes
- Activities and hours recorded and billable
- People, absences and payslips in the same place
Starting modules
Other industries
These are starting points, not fixed packages: the system is built around how you work.