Tracks POS, Projects, Deliveries, Online, Subscriptions, Bookings, Gift Cards, and Memberships in one view
Each metric shows percentage change vs last period with up/down trend indicators
Filter the entire dashboard by month and year with a one-click Reset control
Monthly sales breakdown with a 12-month total and multi-colour legend per revenue type
Weekly transaction chart showing point-of-sale volume at a glance
Dashboard values reflect real-time transactions without a page refresh
Manage individual customer profiles, contact history, and transaction records
Separate client (business account) view distinct from individual customers
Built-in internal messaging so staff collaborate without leaving the CRM
Search customers, orders, and projects from the top navigation bar across all modules
Product catalogue with pricing, categories, and stock management
Create, send, and convert quotes into invoices with client approval workflow
Generate professional invoices, track payment status, and send payment reminders
Record and reconcile payments against invoices with multi-method support
Manage line items, service codes, and pricing used across estimates and invoices
Complete chronological log of all orders across POS, online, and other channels
Full point-of-sale interface for in-person transactions accessible from the sidebar
Weekly and periodic transaction charts showing sales volume and value trends
Create and manage discount/VIP codes redeemable at POS and online checkout
Track recurring subscription revenue with period-over-period growth metrics (e.g. +293.1%)
Manage membership plans, active member counts, and renewal cycles
Issue, track, and redeem gift card balances across all sales channels
Schedule and track appointments or service bookings linked to customer profiles
Manage delivery orders with status tracking and revenue attribution
Dedicated tracking for orders placed through online/e-commerce channels
Create and manage client projects tracked as a distinct revenue stream on the dashboard
Projects display their own revenue metric card with period comparison
Elevated "Full System Access" mode for super-admins with unrestricted permissions
Super Admin and tiered user roles with distinct permission levels across modules
Language switcher (EN visible) for localised interface across different regions
In-app notification bell for alerts on orders, tasks, and system events
Per-user profile with name, role badge, and account settings accessible from the top bar
Fully browser-based with no installation required; accessible from any device
Upload your existing contacts and deals from CSV files or connect your current tools for seamless data migration.
Set up your sales pipeline, create custom fields, and configure automation rules that match your business process.
Begin managing your customer relationships with powerful tools and watch your sales productivity soar to new heights.
Transform your sales process and boost team productivity
Schedule a personalized consultation to see how our solutions can integrate with your existing ecosystem and drive measurable results.
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