Custom development.
Ready-made verticals.

• Complete recordsVAT number, tax code, certified email, SDI code, separate billing and shipping addresses.
• Lead pipelineLead status, source, estimated value, score and last contact date. Assign every lead to a team member.
• Client activityNotes, calls with outcome and duration, tasks with due dates, reminders and attachments.
• Multiple contactsEach company can have several contact people, each with their own recorded GDPR consent.

Works withQuotes and invoicesLead reliability and VAT checkCalendar

• Complete quotesPrice-list lines, percentage or fixed discounts, stamp duty, terms and scheduled sending.
• Recurring invoicesSubscriptions and retainers invoice themselves, for as many cycles as you choose.
• Payments and due datesRecord payments and methods, and see at once what is overdue and what is due soon.
• Client linkClients open quotes and invoices from a secure link, and you get notified when they view or accept them.

Works withItalian e-invoicing (SDI)Advanced price listsClient portal

• Delivery notesNumbered delivery notes with your own prefix and format, custom reasons and line items.
• From delivery note to invoiceA delivery note becomes an invoice in one click, without re-entering data.
• VAT settlementThe period’s VAT summary is calculated from issued and received invoices.
• Automatic numberingSequential numbers handled by the system, with no duplicates or gaps.

Works withQuotes and invoicesInventoryItalian e-invoicing (SDI)

• Events and recurrencesOne-off or recurring events, all-day events, colours by type and attendees.
• AvailabilityThe system works out people’s free time, with buffers before and after each appointment.
• Everything in one viewYou can also show due dates for invoices, quotes, contracts, tickets and expenses.
• Working hoursSet working days and hours, and the calendar adapts.

Works withClients and leadsReal-time notificationsProject management

• PDF templatesQuotes, invoices and contracts come out with your logo, colours and company details.
• Internal documentsTexts and documents with title, type and tags, always searchable.
• Company profileCompany details, IBAN and account holder entered once and reused everywhere.
• One searchA single search finds clients, projects, invoices, contracts and inventory items.

Works withQuotes and invoicesContracts with e-signatureClient portal

• Monthly trendRevenue this month, comparison with last month, expenses and net margin.
• Cash flowIncome and expenses month by month, and spending by category.
• ReceivablesOverdue and upcoming invoices, with amounts and days left.
• Daily digestA digest of what to look at today: clients, deadlines, activity.

Works withAI financial analysisQuotes and invoicesBank reconciliation

• Private linkEach document has a private address, not indexed by search engines.
• Your brandingClients see your logo, colours, company details and their sales contact.
• Acceptance and signatureClients accept quotes or sign contracts online.
• NotificationsYou know when a client opens or accepts a document.

Works withQuotes and invoicesContracts with e-signatureReal-time notifications

• Every operationLogins and changes to clients, contracts and invoices, with user and IP address.
• RetentionChoose how many days the log is kept.
• FiltersExclude logins and reads to keep only changes.
• ComplianceA useful tool for GDPR and internal audits.

Works withRoles and permissionsReal-time notificationsClients and leads

• InstantAlerts arrive straight away, while you work.
• Key eventsInvoice viewed or paid, quote viewed or accepted, recurring invoice generated.
• PreferencesEach user chooses which alerts to receive.
• Linked to dataEvery notification links to the related document or client.

Works withClient portalNo-code automationsCalendar

• Custom rolesCreate the roles you need and set permissions module by module.
• HierarchyEach role has a rank, so responsibilities are clear.
• Secure accessTwo-factor authentication and short-lived sessions.
• AssignmentsClients, quotes, invoices and contracts can be assigned to a person.

Works withActivity logHR and staffClients and leads

• DraftingContracts linked to client and project, with type, value and start and end dates.
• Online signatureClients sign from their link; signature and date are recorded.
• Expiry and renewalsSee which contracts are about to expire and which to renew.
• SummarySigned and pending contracts, and total signed value.

Works withModular contract clausesClient portalQuotes and invoices

• Base contractA common text that always opens every contract.
• Modular clausesSpecialisations and extra clauses can be switched on or off.
• Custom orderDecide the order of sections in the final document.
• One documentThe result is a single contract, ready to sign.

Works withContracts with e-signatureDocuments and PDFsClient portal

• Multiple listsLists by currency, with a default list and lists you can switch on.
• Complete itemsCode, category, description, price, VAT and service duration.
• Linked to inventoryPrice-list items link to inventory items.
• Client discountsDedicated discounts for individual clients.

Works withQuotes and invoicesInventorySales commissions

• Tiered networkAgents, managers and directors, each with their level and manager.
• Rules by levelA commission percentage for each level of the network.
• Automatic calculationCommissions accrue from invoices, projected or actual.
• Payout historyWhat has accrued, when, and what has already been paid.

Works withQuotes and invoicesRoles and permissionsDashboard and reports

• VAT checkVAT number check against the European VIES system.
• ScoreData completeness, engagement and lead source all count.
• Credit checkConnects to an external service for ratings, protests and insolvencies.
• Adjustable weightsYou decide how much each factor counts, and can override manually.

Works withClients and leadsEmail campaignsSales commissions

• IssuingInvoices are exported in the format required by the Italian Revenue Agency.
• ReceivingReceived invoices are imported as data, without retyping.
• Client dataSDI code and certified email are already in the client record.
• Credit notesCredit notes with their own settings.

Works withQuotes and invoicesBank reconciliationDelivery notes and VAT settlement

• Automatic matchingEach transaction is matched to the most likely invoice, with a confidence level.
• Human controlConfirm, correct or ignore suggested matches.
• Up-to-date paymentsMatched invoices show as paid, and the dashboard updates.
• Multi-currencyTransactions and invoices in different currencies.

Works withQuotes and invoicesDashboard and reportsAI financial analysis

• Plain-language summaryIncome, expenses and trends turned into a written analysis.
• Industry-awareThe analysis takes your business specialisation into account.
• Smart searchSearch can add a summary of the results.
• Separate and optionalIt runs as a separate service: if you don’t enable it, the system works as usual.

Works withDashboard and reportsBank reconciliationExpenses

• Quick entryName, reference, category, date, amount and VAT.
• ReceiptsAttach the receipt to each expense.
• Recurring expensesRent and subscriptions repeat on their own.
• By clientAn expense can be linked to the client it was incurred for.

Works withDashboard and reportsAI financial analysisBank reconciliation

• ItemsCode, category, unit, location, cost and supplier.
• Reorder levelsAutomatic alert when an item drops below its threshold.
• MovementsStock in and out recorded, with automatic deduction on sale.
• Total valueHow many items you hold, how many are low and what the stock is worth.

Works withProcurement and logisticsAdvanced price listsDelivery notes and VAT settlement

• Purchase ordersNumber, supplier, amounts, VAT and expected delivery date.
• Order statusOpen orders and outstanding value always visible.
• SuppliersSupplier records shared with inventory.
• Multi-currencyOrders in different currencies.

Works withInventoryDelivery notes and VAT settlementExpenses

• Projects by clientEach project is linked to its client, with status and description.
• ProgressCompletion percentage, deadlines and overdue projects.
• BudgetBudget per project and total budget of active projects.
• Team and notesAssigned people and work notes with author and date.

Works withContracts with e-signatureCalendarSupport ticketing

• Ticket queueSubject, client, status and priority for each request.
• ConversationMessages between the team and the client inside the ticket.
• PrioritiesUrgent and high-priority tickets highlighted.
• SummaryOpen, in-progress and closed tickets at a glance.

Works withClients and leadsProject managementReal-time notifications

• EmployeesRole, department, contacts, hire date and salary.
• LeaveRequests with type, dates and approval status.
• Staff costTotal monthly payroll.
• Pending requestsRequests awaiting approval always in view.

Works withRoles and permissionsCalendarTeam chat

• Your mailboxConnects over IMAP and SMTP to the mailbox you already use, with a connection test.
• Folders and messagesInbox, sent, drafts and trash, with attachments.
• Sending documentsQuotes and invoices are sent from the system with your signature.
• CampaignsSends to client segments, with sent and failed counts.

Works withEmail campaignsQuotes and invoicesClients and leads

• SegmentsChoose recipients by status, conversion and activity.
• Subject and bodyWrite the campaign once and send it to everyone.
• ResultsRecipients, sent and failed for each campaign.
• HistoryAll sent campaigns, with dates.

Works withBuilt-in mailboxClients and leadsLead reliability and VAT check

• SMSDeadline reminders and personalised messages to clients.
• WhatsApp BusinessAutomatic messages and notifications on WhatsApp.
• TelegramTeam alerts through a Telegram bot.
• Driven by automationsMessages go out on their own when something happens in the system.

Works withNo-code automationsReal-time notificationsBuilt-in mailbox

• Real timeInstant messages between colleagues.
• Channels and groupsChannels by department or project, and discussion groups.
• Inside the portalNo external apps: chat lives where the work is.
• For the whole teamEvery team member with their own access.

Works withHR and staffProject managementReal-time notifications

• Trigger and actionChoose the event that starts the flow and what should happen.
• Visual flowsFlows are built visually, without writing code.
• On and offEach automation can be switched on and off whenever you like.
• Alerts and tasksCreate notifications and tasks for the right people.

Works withSMS, WhatsApp and TelegramWebhooks and APIsReal-time notifications

• WebhooksThe system notifies your software when an event happens, such as an invoice paid or a new client.
• Automatic retriesIf the other system doesn’t respond, delivery is retried at growing intervals, and every attempt is logged.
• API keysKeys with name, expiry and last-used date, revocable at any time.
• Signed messagesEach webhook has a secret to verify that messages really come from us.

Works withNo-code automationsItalian e-invoicing (SDI)Built-in mailbox

• Assisted creationStart from your company, description, style and main colour.
• Showcase or shopPresentation site or e-commerce with catalogue and payments.
• DomainsConnect your own domain with DNS verification.
• PublishingPublish when you’re ready.

Works withAdvanced price listsInventoryClients and leads

• VisitsVisit date, treatment performed and notes.
• By patientThe full history in the patient’s record.
• Isolated and protectedData isolated per practice, with access controlled by roles and permissions.
• For medical and dental practicesIncluded in the dentist and medical bundles.

Works with3D dental scanningClients and leadsRoles and permissions

• CaptureScans are uploaded and linked to the patient.
• ViewingView them directly in the system.
• Date and notesEach scan with capture date and notes.
• Go DentalPart of the bundle for dental practices.

Works withMedical recordsInventoryClients and leads