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Configurable advisory CRM with record-linked processes and task dependencies

Practice workflows and client requests priced by client count

Bring client marketing data into scheduled reports and branded dashboards.

A Git-push PaaS that builds and runs applications on a Linux server you administer.

Client-centred practice management for accounting and tax firms

Client requests, practice workflows and QuickBooks transaction follow-up

Accounting-practice workflows with client document checks

Client booking with connected proposals, contracts, invoices, and workflows

Customer communication with reusable content and multistep campaign processes

Applicant tracking for parallel brands, regions, and hiring processes

Trace photographic and film colour processes through documented examples.

Advisory CRM workflows launched from relationship records and reusable templates

Self-hosted newsletters with separate client brands and sending controls

Advisor CRM workflows linked to a contact, opportunity or project

Plan client projects, assign tasks, and keep delivery and billing work connected.

Open-source XMPP messaging client for business chat and group rooms.

Compose API requests, inspect responses, and organize repeatable calls into collections.

Client-based social calendars with separate creation and review access

Client workflows built from reusable action templates

Coordinate client SEO research, content work and traditional or AI search tracking in one workspace.

Advisor CRM connecting client communication, meetings and policy context

Real-estate CRM with transaction checklists and client updates

Deliver branded client dashboards and multi-page marketing reports.

Client revenue system for independent experts to package, sell, and deliver services.