Each organization toggles modules on or off, and every role gets a per-module access level. Here's what's inside.
Five ready-made roles — Owner, Administrator, Manager, Member, Viewer — plus custom roles you design in a visual matrix. Give a bookkeeper Manage on Finance and View on Sales; give a leasing agent Edit on Rentals and nothing else.
None
The module disappears — sidebar, pages, and API.
View
Read-only: see records, run reports, export.
Edit
Create and update records day to day.
Manage
Full control including deletion and settings.
Leads, deals, activities, and follow-ups on one pipeline.
Track every lead from first touch to close: pipelines, deal stages, lead scoring, activity kanban, calendars, and automatic follow-up reminders.
Included in every plan · toggle per organization
Start with Sales CRMA built-in dialer with call analytics and AI calling.
Power through call lists with the in-browser dialer, scripts, and dispositions. AI telemarketing agents handle outbound at scale, with full analytics.
Included in every plan · toggle per organization
Start with CallingEmail campaigns, sequences, and social scheduling.
Mass email with tracking, drip sequences, social post scheduling and approvals — all connected to the same contacts your sales team works.
Included in every plan · toggle per organization
Start with MarketingChat, content generation, voice, and persistent memory.
An AI workbench wired into your data: chat with context, generate content and images, build voice agents, and keep organization-level AI memory.
Included in every plan · toggle per organization
Start with AI StudioBrand kits, site builder, and content approvals.
Manage brand assets, spin up landing sites, and run content through an approval flow before it ships anywhere.
Included in every plan · toggle per organization
Start with ContentOnline stores, products, orders, and payments.
Launch storefronts with product catalogs, cart and checkout, order management, and store-level reporting.
Included in every plan · toggle per organization
Start with CommerceProperties, leases, tenants, and maintenance.
Purpose-built property management: listings, applications, leases, rent tracking, tenant communication, and maintenance tickets.
Included in every plan · toggle per organization
Start with RentalsListings, showings, and transaction pipelines.
Run a brokerage or investment operation: listing management, showings, offers, and closing pipelines with documents attached.
Included in every plan · toggle per organization
Start with Real EstatePre-qualify borrowers with real PITI & DTI math.
An instant qualification calculator plus applicant files: compute principal, interest, taxes, and insurance, check front and back-end debt ratios, and see eligibility across Conventional, FHA, VA, USDA, and Jumbo programs — with the maximum loan each borrower supports.
Included in every plan · toggle per organization
Start with Mortgage QualificationDisputes, FCRA letters, and score tracking.
Manage credit-repair clients end to end: log negative tradeline items, generate FCRA dispute letters to each bureau at the click of a button, track dispute rounds and outcomes, and chart score progress over time.
Included in every plan · toggle per organization
Start with Credit RepairInsurance claims practice management end to end.
Intake, vendors, adjusters, settlements, and follow-ups for claims practices — including personal injury workflows.
Included in every plan · toggle per organization
Start with ClaimsMenus, orders, tables, and kitchen flow.
Menu management, online ordering, table and reservation handling, and daily service reporting for food businesses.
Included in every plan · toggle per organization
Start with RestaurantReviews monitoring, responses, and protection.
Watch reviews across platforms, respond fast with AI-drafted replies, and protect your rating with proactive campaigns.
Included in every plan · toggle per organization
Start with ReputationRMM, patching, remote access, SOC, and network maps.
A managed-service toolkit: device monitoring, patch management, remote access, security operations dashboards, and network mapping.
Included in every plan · toggle per organization
Start with Security & MSPAccounting, invoicing, and business intelligence.
Ledgers, invoicing, and expense tracking, plus BI dashboards that pull from every module you use.
Included in every plan · toggle per organization
Start with FinanceShipments, carriers, and warehouse operations.
Quote and dispatch freight, track shipments and carriers, and manage warehouse inventory and fulfillment.
Included in every plan · toggle per organization
Start with Freight & LogisticsHR, payroll, and team chat.
Employee records, time off, payroll runs, and built-in team chat so the whole company works where the data lives.
Included in every plan · toggle per organization
Start with PeopleCreate your organization, switch on the modules you need, invite your team with the right roles — and get back to running the business.