The whole company, on one estate.

Multiple pipelines per team, each with its own stages, required fields and exit criteria. A deal cannot skip a stage it has not earned, which makes the forecast worth reading.

Modules, fields, layouts and list views live in the database. Add a custom field and it appears in the UI, API, reports and automation engine at the same moment.

Trigger on create, edit or a date. Update fields, create tasks, send mail, call a signed webhook or invoke a Workflow skill.

Given an organisation and a user, Admin resolves the applications and feature flags that are live. Every product asks it and honours the answer.

Assigned applications appear as tiles; locked ones stay visible with an access request routed to the right approver.

See dormant licences before renewal. Reclaim seats, change tiers and model the impact before committing.

Every movement is a balanced journal, which is why the trial balance always balances and why auditors stop asking questions early.

Stock posts COGS, Payrun posts salary journals and Recur posts deferred revenue. Books is where those numbers become the truth.

Connect feeds, match on amount, date and reference, and review only the exceptions. Rules learn from what you accepted last month.

See the whole month across channels and brands, catch collisions, and drag a post to move it without reopening the composer.

Route drafts to legal, brand or a regional lead. Nothing publishes without the sign-off the organisation requires.

Comments, mentions and direct messages arrive in one queue with assignment and saved replies. A complaint can become a Desk ticket with the thread attached.

Nothing reaches an employee launcher until an administrator has reviewed the scopes it asks for.

Each installation gets its own OAuth client limited to declared scopes. Removing the application revokes the token everywhere.

CRM pipelines, Books charts of accounts and Builder applications publish here too, versioned and installable into a sandbox first.

Proactive rules

Straight into the pipeline

Group organizations by segment, region, risk or operating model in governed workspaces.

Define joins, metrics and grain centrally. Every chart built afterwards inherits the definition instead of rebuilding it.

The same dashboard shows a regional manager their region and the CFO everything, without maintaining two copies.

Workflow translates a question into a query against the governed model, so the answer uses the same approved definitions.

Wait for a page visit, a form, a webinar or a period of silence, then take a different path. A timed drip is the fallback, not the model.

Engagement decays, negative signals subtract and thresholds differ by segment. A score that only rises eventually qualifies everyone.

Crossing the threshold creates the CRM lead with full behavioural history and pauses marketing sequences.

Every capability is a registered, versioned skill with a declared input contract, permitted tools and a credit weight.

Tool calls run with the caller's own scoped token. Workflow can never read a record the person asking could not open themselves.

Every run stores the skill, actor, tool calls, token counts and outcome, so there is an answer when someone asks why.

Personal details, employment history, compensation, documents and equipment live on one file with field-level control.

Hiring creates the Sign identity and assigns applications by role. Terminating revokes every session across the suite.

Checklists assign tasks to IT, facilities and the hiring manager while each new joiner sees only their own steps.