Customers and leads
Know every customer and never lose a lead.
Your Customer Database
See every customer, what they bought, what they owe and how to reach them, all in one place.
1 min 40 secLeads, Pipeline and Follow-ups
Track every enquiry from the first message to a sale, and never miss a follow-up.
1 min 34 secLoyalty Points, Duplicate Customers and Documents
Reward repeat buyers, keep the customer list clean, and keep every client file in one folder.
1 min 23 secBuying
From the purchase order to goods received and vendors.
Raise a Purchase Order
Order stock from a vendor in under a minute: pick the vendor, add the items, create the PO and mark it as sent.
1 min 57 secReceive Goods with a GRN
When the vendor delivers, record what came in and what was rejected. Stock is updated from the GRN.
1 min 43 secPurchase: Vendors, Receipts, Returns, Margin
Know your vendors, see what is still to arrive, send damaged stock back and check which vendor makes you money.
1 min 51 secSelling
Invoices, proposals, returns, packing and delivery.
Make a Sales Invoice
Bill a walk-in or wholesale customer, take the payment and print a GST invoice. Stock is reduced at once.
2 min 29 secSales: Dashboard, Proposals, Agreements, Returns
The Sales area in one tour: see how sales are going, send a proposal, turn it into an agreement and record a return.
2 min 01 secFulfilment: Pack, Dispatch and Track
From a paid invoice to the customer's door: shipping orders, barcode packing, dispatch and courier tracking.
1 min 37 secStore Catalogue and Abandoned Checkouts
See what is live on your online store, and bring back customers who left without paying.
56 secSales Returns and Purchase Returns
Take back goods from a customer, and send goods back to a vendor, with stock and money kept correct.
1 min 10 secStock
One stock number per product, and the checks that keep it right.
Inventory: Stock, Value, Reservations, Backorders
One stock number per product. See what you have, what it is worth, what is held for customers and what you owe them.
1 min 49 secStock Adjustments, Stock Take and Online Store Publish
Correct stock with a reason, count stock physically, pass new items through QC and photography, then publish them to your online store.
2 min 08 secSet Up Product SKU and Barcode
Make clean product codes and barcodes automatically, so nobody types them by hand.
1 min 29 secImage Compression and Sizes
Set the size, quality and watermark of product images for each place they are used.
1 min 09 secOnline store (Shopify)
Orders, products and stock, kept in step with your online store.
Bring Shopify Orders In
See every online order arrive, reserve its stock, and fix the ones that need a look.
1 min 20 secShopify Products: Import and Push
Bring your Shopify products in, and push new products from your system to the online store.
1 min 12 secPush Stock from Your System to Shopify
Keep one stock number. Let your system update Shopify, and fix it when they drift apart.
57 secFinance
Who owes you, who you owe, cash and profit.
Finance: Who Owes What
Follow the money in five screens: customers who owe you, vendors you owe, cash in hand, expenses and profit.
2 min 05 secWhatsApp, campaigns and social
Templates, campaigns, replies and automations.
Create a WhatsApp Template
A template is the approved message you can send to customers any time. Write it once, send it to Meta, and use it in campaigns and automations.
2 min 17 secPlan a Campaign
The Campaign Wizard walks you through channel, audience, template and timing, then hands over to the send screen.
2 min 07 secWhatsApp Dashboard and Reply Desk
See how your WhatsApp is performing, and answer waiting messages fast with drafts written in your team's voice.
1 min 16 secInbox, Campaign ROI, Tagged Links and Email
Answer customers fast, see what each campaign earned, track which post brought the sale, and send email campaigns.
1 min 54 secSocial Media and Content Planning
Handle Instagram, Facebook and YouTube comments and DMs, publish posts, and plan content with AI ideas and an approval step.
1 min 50 secSocial Composer, Control Center and YouTube
Post one video to many channels, switch automation per account, and manage YouTube comments.
1 min 47 secWhatsApp Broadcast: Number, Audience and Send
Build a WhatsApp campaign: see which number it sends from, pick who gets it, and choose when it goes.
1 min 40 secBusiness Event Automations: Templates and Approvals
Choose which WhatsApp number sends each automatic message, check which events will really send, and approve held messages.
1 min 37 secAutomation Playbook: What Can Run by Itself
Every automation is one sentence: WHEN something happens, IF a condition is true, THEN do something. The Playbook lists ready examples.
1 min 12 secSet Up Automations: Settings and Builder
Switch automation on, control how messages go out, and build your own trigger, condition and action.
2 min 00 secSEO: Keywords, Audit and Product SEO
Track the words people search, audit your site, and fix product titles and descriptions.
1 min 23 secAI
Agents that prepare the work, a knowledge base that teaches them.
AI Agent Hub: Give Tasks, Approve Work
AI agents prepare the work: messages, reports, follow-ups. You stay in charge of anything that touches money, customers or Meta.
1 min 10 secKnowledge Base and AI Dashboard
Teach the AI what your business knows, keep an eye on its usage and quality, and start the day with an AI briefing.
2 min 01 secReports and your workday
Numbers, tasks, reminders and notes.
Insights: Reports and Analytics
Understand sales, customers, products and stock with ready-made reports. No spreadsheet work needed.
2 min 05 secAnalytics Center
One place for sales, purchase and communication analytics, with date and customer filters.
1 min 28 secWorkspace: Your Day, Tasks and Reminders
Plan your day, track team tasks and projects, and never miss a reminder or a note.
1 min 57 secVoice Quote and Documents Repository
Make a branded quote by speaking or typing the items, and keep shared files in one place.
58 secSettings and automation
Follow-up rules, courier tracking and product defaults.
Follow-up Settings and Rules
Decide how long the automatic follow-ups wait, how many times they try, and add your own rules.
1 min 15 secCourier Config and Default Product Settings
Switch automatic courier tracking on, and set the defaults a new product starts with.
1 min 13 secBrand Profile and Watermark Settings
Tell the AI who your brand is, and stamp every product image with your SKU.
57 sec