Every Feature,
One Platform

Explore 250+ capabilities across 6 integrated modules. Everything your professional services firm needs — all-inclusive, self-contained, no add-ons.

250+ Features • 6 Modules • 1 Platform
Explore by role
Find what matters
to your seat
Pick the team you sit in to jump straight to its capabilities,
or browse the full 164-feature reference below.
↗

Sales (CRM)

35 features
  • Pipeline with stage velocity & win/loss analysis
  • Quote-to-invoice with templates & e-signature
  • Weighted revenue forecasting
  • Lead scoring, cadences, workflow automation
  • Contract lifecycle — draft to renewal
See all Sales features →
✓

Delivery (PSA)

22 features
  • 8 engagement templates (T&M, Fixed, Retainer…)
  • Interactive Gantt with dependencies & skills
  • Timesheets with approvals & quick timers
  • Utilisation reports & resource allocation
  • Project budgets, risks, delivery dashboards
See all Delivery features →
⊕

Marketing

21 features
  • Email journey builder with triggers & waits
  • A/B & multi-variant testing with auto-winner
  • Audience segmentation with live counts
  • Domain, DKIM/SPF, reputation monitoring
  • Campaign analytics & attribution
See all Marketing features →
£

Finance

22 features
  • Invoice generation from tracked time or quotes
  • Recurring invoices & receipt OCR
  • AR aging, revenue waterfall, profitability
  • 20 currencies — primary / supported config
  • Quote-to-invoice & renewal invoicing
See all Finance features →
≡

People & Dev

28 features
  • Review cycles — self, manager, peer, 360°
  • AI review assistant — bias & coaching
  • Goals & OKRs with check-ins
  • Skills matrix & competency heatmaps
  • Career paths, succession, pulse surveys
See all People features →
⚙

Platform

36 features
  • 2FA, RBAC, department scoping, audit log
  • GDPR suite — DSAR, breach, consent
  • Client portal & guest access
  • Import from 7 platforms + CSV (12 entities)
  • Webhooks, global search, training modules
See all Platform features →
Full reference
Every feature,
searchable
Filter by module or search by keyword.
Moving from another platform?

Switch in minutes, not months

Native imports from 7 platforms, 12 entity types, full relational integrity, historic data support, and a risk-free demo-data sandbox.

Read the migration guide →

See it all in action

Book a personalised demo and we'll walk you through the features that matter most to your firm.

Get Started Free Book a Demo