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Put connected operational metrics on shared dashboards and team screens.

Creator discovery with project-specific collaboration records and limited free access

Contact records and sales pipelines with configurable follow-up automations

Self-hosted personal budgets, import rules and transaction reports

Shared customer and deal work with connected appointment and support tools

Track investment transactions in a self-hosted portfolio application

Purchase and expense records connected to financial accounting

Payroll and HR plans with new-hire portals and task tracking

Contacts and sales opportunities linked with tasks, projects, and client documents

Contact records, sales visibility, and a connected daily task list

Pay-cycle expense records with a calendar and reviewable captured entries

Experience feedback records with delivery paths and tracked follow-up

CRM-based automation for lead capture and customer follow-up

Desktop banking with local account history and edition-specific export tools

CRM pipelines and relationship records inside Gmail

Small-business sales records connected with wider customer operations

Contact enrichment and dated company signals across sales tools

Build hospitality rotas while tracking wage costs, attendance and employee records.

AI revenue platform that reads calls, emails, and CRM records to answer pipeline questions

Apple personal budgets with shared accounts and scheduled transactions

U-One banking with account records and service-request tracking

Company spending with limits and accounting synchronization

Installed bookkeeping for sales, purchases and financial reports

Follow a purchase from request and approval to payment and reconciliation