Products and Modules
One platform, a module for each part of the business.
35 modules that share one database and one record per client. Switch each one on when you need it; switching one off never deletes its data.
Clients and sales
Know every customer and win the next piece of work.
CRMOne record per customer, with everything they have ever done with you.Explore CRM →
SalesFrom first conversation to signed quote, without losing the thread.Explore Sales →
MarketingEmail campaigns, visitor insight and delivery you can trust.Explore Marketing →
Client HealthKnow which clients are drifting before they tell you.Explore Client Health →
SurveysKnow why clients stay, why they leave, and what would win the next one.Explore Surveys →- OnboardingBring every new client, hire and vendor on the same way, every time.Explore Onboarding →
- Client LifecycleSee which clients are coming on, which are leaving, and what is left to do.Explore Client Lifecycle →
- Phone & TextText clients from your business number and keep every reply on the record.Explore Phone & Text →
Custom FieldsTrack the details that are unique to your business.Explore Custom Fields →
Service and delivery
Answer, schedule and deliver, with time that bills itself.
Service DeskEvery request gets an owner, a target and a clear next step.Explore Service Desk →
Field ServiceSend the right person, log the visit, and get it signed off.Explore Field Service →- MonitoringTurn monitoring alerts into tickets on the right client.Explore Monitoring →
RenewalsNever let a domain, certificate or licence lapse again.Explore Renewals →
Project ManagerStart every job with a plan the whole team can follow.Explore Project Manager →
Web Integration & PortalsGive clients a place to see their work and do their part.Explore Web Integration & Portals →
CalendarEveryone's calendar in one place.Explore Calendar →
Phone AppYour whole business on your phone, not a cut-down version of it.Explore Phone App →
Business operations
The books, your people, your equipment and the automation that ties it together.
AccountingInvoices, payments and the books, in the same system as the work.Explore Accounting →
QuickBooks & Xero SyncKeep your books in QuickBooks or Xero, without retyping invoices.Explore QuickBooks & Xero Sync →- PurchasingPurchase orders from request to receipt, approved before anyone spends.Explore Purchasing →
HRGive employees, managers and HR one place for the routine work.Explore HR →
IntranetOne page your whole team starts the day on.Explore Intranet →
Team SpacesA home for every team, with its purpose, links, people and checklist.Explore Team Spaces →
AssetsKnow what equipment you have, where it is and when it runs out.Explore Assets →- InventoryStock you can count on, down to the serial number.Explore Inventory →
WorkflowSet up the follow-ups your team should not have to remember.Explore Workflow →- Process DiscoveryFind where your team repeats itself and turn it into automation you can measure.Explore Process Discovery →
Report BuilderBuild the report you actually need, in four steps.Explore Report Builder →
Live NotificationsThe right person hears about it, in the place they look.Explore Live Notifications →
Knowledge and security
Document everything, protect it and prove you did it right.
Knowledge BaseWrite it down once, for your team, your clients or the world.Explore Knowledge Base →
Document ManagerSend documents to sign and know where each one stands.Explore Document Manager →
Documentation VaultEvery client's IT documentation, encrypted and in one place.Explore Documentation Vault →
ComplianceAssess a client against a framework and show them the gaps.Explore Compliance →- AI AssistantSummaries, draft replies and answers from your own records, checked by a person.Explore AI Assistant →
EnterpriseSign-in security and an audit trail for firms that need to prove it.Explore Enterprise →
See the modules you need running on your own data.
Every module runs on CRM-NextGen Cloud: we set it up and run it for you. Beta members get the first invites and hear pricing first.