Which modules do you need?

Quotation to cash: customers, products, pricing, stock, orders, deliveries, invoicing.

Targets, forecasting and sales-rep performance.

Unified 360-degree view of a customer, built on top of Sales data.

Helpdesk ticketing with SLA policies, assignment, escalation and CSAT; a knowledge base; and field-service orders that dispatch a technician and issue spare parts from stock. Requires Sales.

A self-service portal for your customers: browse the catalog at their contract prices, place orders (through the same Sales order engine), and see their order history and invoices. Requires Sales.

Procure to pay: suppliers, purchase orders, receiving, and supplier invoices. Requires Sales.

Material master, categories, units, batches and serial numbers.

Warehouses, stock movements, physical inventory and scrap.

Transportation management: a carrier directory, shipments with a full tracking-event history, and delivery confirmation. Shipments can be raised from a sales delivery. Requires Sales.

Bills of material, plants and work centers, and manufacturing orders from material issue through production confirmation. Requires Sales.

Product quality lifecycle: specifications, inspection lots and execution, quality decisions, stock quarantine, non-conformities, CAPA, supplier quality, customer complaints and certificates. Requires Purchasing and Manufacturing.

Enterprise asset management: an equipment register, preventive-maintenance plans that raise work orders automatically, and corrective/inspection work orders with spare-part issue from stock and MTBF / MTTR reporting. Requires Sales.

Double-entry general ledger: a fiscal calendar, a configurable chart of accounts, manual journal entries with post / reverse, and a trial balance. Subledger auto-posting of sales & purchasing invoices comes with the module. Requires Sales.

The employee person-master with organisation structure, skills and employment contracts, plus time & attendance and recruitment. Requires Sales.

Project management and professional services: projects, phases, tasks and milestones; billable time and expenses; project profitability; and invoicing through the Sales engine. Requires Sales.

Live exception detection, KPI monitoring, and recommendations across every module you have installed.

Risk scoring for customer payment, stockout and sales-decline exposure, each score backed by the real evidence behind it and cutoffs you control per tenant — never a black-box number. A recommendation inbox surfaces churn risk, cross-sell and stock alerts as they're found, for a person to accept or dismiss, never to act on its own. Requires Sales.

Shared submit/approve/reject inbox any module can attach a document to — starting with Sales.

Executive dashboard, signatures and signing delegations.

Users, roles, modules, settings, API keys and audit — workspace administrators only.