Features

Capture

Customers and contacts

You type in the name and the company details fill themselves in. Before the deal you can see whether the partner is reliable.

7 capabilities

• A database of Lithuanian companies — details suggested by name or company code
• VAT number checked against the VIES system
• Credit and risk data from Okredo on the customer record
• Contacts matched to a company by email domain
• Links between companies, debt status and duplicate merging
• An activity feed with comments, reactions and @mentions
• Custom fields — the system speaks your terms

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Capture

Company database

Before you call you can see whether the company is growing or shrinking — not just how many people it employs today.

7 capabilities

• Details, status, activity and registration date from state registers
• Financial statements: turnover and profit over three years
• Headcount and how it changed, on a chart, plus the average salary
• Debts to Sodra and the tax authority
• A source link next to every fact
• Company search and selection by criteria → import into cold contacts
• Credit and risk data from Okredo, VAT number checked against VIES

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Capture

Shared inbox

The customer wrote on Messenger and a colleague replied by email — the history is still one thread, and nobody answers twice.

8 capabilities

• Five channels in one inbox: shared mailboxes, Messenger, Instagram Direct, Telegram and your own website chat widget
• Assignment rules: round robin or least busy — triggered on the customer's first message
• Waiting time in the header, turning colour once the limit is passed
• A warning when a colleague is already writing to the same customer
• Canned replies — the same templates used in email
• Internal notes in the thread that the customer never sees
• A context panel: customer record, deals, invoices, previous conversations
• One button turns a conversation into a support ticket or a lead

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Capture

Email and telephony

Every email and call is visible on the customer record — including the ones a colleague handled.

9 capabilities

• Microsoft 365 and Gmail over OAuth, or IMAP / SMTP for any mailbox
• Personal and shared mailboxes, threads, drafts, scheduled sending
• Emails attach themselves to the customer, deal, invoice or ticket
• Full-text search across the whole mailbox
• Email templates with variables from the CRM, signatures and open tracking
• Auto-reply with loop protection and a daily limit
• VoIP telephony: a live incoming call card and a call log
• SMS — single, bulk, and as a second login factor
• Notifications to the browser, the mobile app and Microsoft Teams

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Capture

Marketing and subscribers

In a GDPR audit you show not a list but proof: when, from where and with exactly what wording the person consented.

8 capabilities

• A subscription belongs to the email address, not to the record
• Every list has a legal basis and a consent text
• The proof is stored with the status and never deleted: when, from where, with what wording, from what IP
• A confirmation email and a public subscription centre
• One suppression list for the whole system — an address or an entire domain
• Email sequences with delays, sent from several mailboxes
• Sending limits per mailbox, across all campaigns
• NPS surveys with comments, summaries and public links

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Sell

Sales and pipeline

No enquiry gets lost: it lands in the system and is given an owner automatically.

8 capabilities

• Several pipelines with stages, a kanban board and list views
• Automatic assignment: round robin across the pipeline, or rules based on fields
• Enquiries collected from the website form, email, the online shop and messaging channels
• Conversion into a company, a contact and a deal in one action
• Deal lines, cost lines, margin and profitability
• Quotes as PDFs in several languages, with selectable options
• Purchase orders to suppliers straight from the deal
• A calendar and activities with two-way Google and Microsoft 365 sync

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Sell

Documents and e-signature

A contract is signed with Smart-ID in a few minutes, straight from the customer record.

8 capabilities

• Templates with variables from the CRM — customer, deal, amounts, lines
• Template selection rules and styling settings with your logo
• Qualified e-signature: Smart-ID and mobile signature
• Signer identity verification: by email, SMS code, Smart-ID or mobile signature
• A public signing page — the signer needs no account
• Automatic reminders for those who have not signed, and a signing report
• Document approval and sign-off in rounds — internal and external
• Editing in the browser via Microsoft Office Online, storage in OneDrive or SharePoint

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Deliver

Inventory and products

A warehouse that is not a separate application: stock and price are visible right in the deal line.

9 capabilities

• A catalogue with a category tree, units, alternatives and kits
• Price lists, including customer-specific ones, and barcodes
• Several warehouses and warehouse positions — bin locations
• Stock levels synced with accounting every 5–15 minutes
• Internal movements, write-offs and transfers between warehouses
• Stocktaking with certificates
• Production from components and order preparation — kitting, packing, transport
• Suggested purchase orders based on stock levels and demand
• Slow-moving stock analysis — what is sitting in the warehouse

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Deliver

Projects and tasks

From the deal to the finished work and the invoice for it — with real time and materials.

6 capabilities

• Projects with stages, participants and task packages
• A Gantt chart and a planning board with resource planning
• Work and materials are logged against the task
• A time tracker and a task calendar
• The invoice is generated straight from the project
• Project copying for repeat jobs

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Deliver

Service and sites

Customer emails no longer disappear in a mailbox — they become tickets with an owner.

8 capabilities

• Tickets with statuses, priorities, stages and owners
• A ticket from an email — the reply goes back into the same thread
• A ticket from Messenger, Instagram, Telegram or the website chat
• A public self-service form on the website
• Priorities and deadline control based on stage timings
• Notifications to Microsoft Teams and a daily summary by email
• An FAQ and knowledge base, and a ticket view in the customer portal
• Site register: inspections with checkpoints, findings, SMS reminders

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Deliver

Customer portal

Customers see their own invoices, documents and orders — at your address and with your logo.

6 capabilities

• A separate domain, your logo and your colours
• The customer sees their invoices, documents, orders, tasks and sites
• A product basket, a stock view and order placement
• Document signing and surveys in the portal
• Login by PIN code — no password
• Public forms: enquiry, service, subscription, NPS, damage reports with photos

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Get paid

Invoices

The invoice is generated from a deal or a project and sends itself — on a schedule, not on a reminder.

8 capabilities

• Invoices, VAT invoices, credit notes, proforma invoices and orders
• Series and automatic numbering, separate for each organisation
• PDF templates in LT, EN, bilingual, LV, EE, DE — with your logo
• An invoice from a deal, from a project or from a portal order
• Recurring invoice generation by rules, with a dry-run mode
• Automatic sending and email reminders on a schedule
• A discount model with no cent mismatches; amount in words (LT, LV)
• Multi-currency invoices with rates from the European Central Bank

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Get paid

Payments and banking

The customer pays by tapping a link in the invoice PDF, and the payment comes back from the bank without you.

8 capabilities

• Automatic bank statement retrieval over PSD2 (Enable Banking)
• Payments match themselves against unpaid invoices
• A payment link and QR code inside the invoice PDF (Montonio or NeoPay)
• A payment register, bulk "paid" marking, debt summaries
• Late payment interest on overdue payments
• Purchase documents: drag in a PDF, Word file or photo — the supplier, amounts and lines are recognised
• A finance summary, debt control and a monthly budget
• Currency rates from the European Central Bank, hourly

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Across the whole chain

Reports and KPIs

A management dashboard with real numbers — not the ones somebody typed into Excel.

6 capabilities

• A configurable management dashboard built from widgets
• About 30 report widgets: pipeline status, finance summary, activity results, call statistics
• KPIs and targets per user, with progress tracking
• Sales and inventory reports when an accounting system is connected
• An export builder — your own report into Excel
• A data feed into Power BI and any OData tool

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Across the whole chain

People

An expiring certificate or contract announces itself — the day before, not the day after.

6 capabilities

• Employee records, departments, work schedules and per diems
• Document expiry control: a daily check and notifications
• An employee calendar and planning board
• Basic employee self-service: profile, absences, documents, contact directory
• User groups, roles, invitations and an audit log
• Record reassignment when an employee leaves

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