Example workspace
Try the work. Check the result.
Explore Customer replies, Invoice follow-up and Completed work in the real app interface. These are invented records. No email or invoice is sent from this example.
14 days free No payment details No sales calls
Every number has its evidence
Open any record for its receipt. Value is verified against evidence, not claimed.
Review is built into the work
Reminders and Xero drafts need approval. Replies wait for review by default; routine sending is a setting you choose.
Roles, not trust
Each person sees and does only what their role allows; the permissions table is under Members and roles, in Settings.
Works where your team is
The side panel becomes a drawer on a phone; every screen and chart adapts.
Everything waiting for you, in your pocket.
What needs a person is collected in one place, on any screen. Decide each one in seconds, wherever you are.
Waiting for you3
- SpendTyres for two vans£2,140 from Severn Tyres, over your £1,000 limit.
- Automation designLate delivery alertsA new automation: tell customers before their slot is missed…
- Customer emailReply to Priya ShahYour order HV-4471 is rebooked to arrive between 1 and 2 pm…
All done. Nothing else needs you.
Put your own business in it.
Start your free trial and create your workspace. Your team signs in to exactly this portal, with your own services, tools and results.
14 days free No payment details No sales calls