Features

Capture

Customers and contacts

You enter the name, and the system finds the company details itself. Before you sign, you can see right away whether this partner is worth trusting.

7 capabilities

• The Lithuanian company database suggests the details — by name or company code
• We check the VAT code against the EU VIES system
• The customer record shows credit and risk data from Okredo right away
• Contacts attach themselves to a company by email domain
• You see the links between companies and their debt status, and merge duplicates with one click
• In the activity feed you comment, react and @mention colleagues by name
• You add a missing field yourself — the system starts speaking your terms

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Capture

Company database

Before you even call, you already know whether the company is growing or shrinking — not just how many employees it has today.

7 capabilities

• Company details, status, activity and registration date — straight from state registries
• Financial reports: turnover and profit over three years
• Headcount change on a chart, and the average salary
• Debts to Sodra and the tax authority
• You see where every fact came from
• You filter companies by criteria and import them into cold contacts
• Credit and risk data from Okredo, VAT code checked against VIES

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Capture

Shared inbox

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

8 capabilities

• Five channels in one inbox: shared mailboxes, Messenger, Instagram Direct, Telegram and your own website chat widget
• The assignment rule — round-robin or to whoever has the lightest load — kicks in from the customer's very first message
• Once the waiting time crosses the limit, it changes colour in the header
• We warn you when a colleague is already writing to the same customer
• Canned replies use the same templates as email
• You can leave internal notes in the thread that the customer never sees
• The context panel shows the customer record, deals, invoices and past conversations
• One button turns a conversation into a service ticket or a lead

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Capture

Email and telephony

You see all correspondence and calls on the customer record, even 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 don't show a list — you show proof: when, where from, and with 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
• Proof — when, where from, what wording, what IP — is recorded with the status and never deleted
• A confirmation email and a public subscription centre
• One suppression list for the whole system — an address or an entire domain
• You send timed email sequences from several mailboxes
• Sending limits apply 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 through the pipeline or field-based rules
• You collect leads from the website form, email, an online shop and messaging channels
• One action converts a lead into a company, a contact and a deal
• Deal lines, cost lines, margin and profitability
• Commercial quotes as PDF in several languages, with a choice of variants
• You place supplier orders straight from the deal
• 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, line items
• Template selection rules and style settings with your logo
• Qualified electronic signature: Smart-ID and mobile signature
• We verify the signer's identity by email, SMS code, Smart-ID or mobile signature
• A public signing page — the signer needs no account
• Automatic reminders for anyone who hasn't signed, and a signing report
• Document review and sign-off in rounds — internal and external
• You edit in the browser via Microsoft Office Online, and store files in OneDrive or SharePoint

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Deliver

Inventory and products

A warehouse that isn't a separate program: you see the stock level and price right in the deal line.

9 capabilities

• A catalogue with a category tree, units, alternatives and kits
• Price lists, including ones specific to a customer, and barcodes
• Multiple warehouses and warehouse positions — bin locations
• Stock levels sync with accounting every 5–15 minutes
• Internal movements, write-offs and transfers between warehouses
• Stocktaking with certificates
• Manufacturing from components and order preparation — kitting, packing, transport
• The system suggests purchase orders based on stock levels and demand
• Stagnation analysis shows what's 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
• You log work and materials against the task
• A work-time counter and a task calendar
• You generate the invoice straight from the project
• For standard jobs, you just copy the project

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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 lands back in 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 times
• Notifications to Microsoft Teams and a daily summary by email
• An FAQ and knowledge base, a ticket window 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 colours
• The customer sees their own invoices, documents, orders, tasks and sites
• A product basket, a stock view and order placement
• Document signing and surveys in the portal
• Login with a PIN — no password
• Public forms: inquiry, service ticket, 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, advance invoices and orders
• Series and automatic numbering, separate for each organisation
• PDF templates in LT, EN, bilingual, LV, EE, DE — with your logo
• You issue an invoice from a deal, from a project, or from a portal order
• Recurring invoice generation by rule, with a test mode
• Automatic sending and email reminders on 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 reading over PSD2 (Enable Banking)
• Payments are matched to unpaid invoices automatically
• A payment link and QR code inside the invoice PDF (Montonio or NeoPay)
• A payments register, bulk "paid" marking, debt summaries
• Late payment penalties
• You drop in purchase documents as a PDF, Word file or photo — the system recognises the supplier, amounts and lines itself
• A financial summary, debt control and monthly budget locking
• Currency rates from the European Central Bank every hour

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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, financial summary, activity results, call statistics
• KPIs and targets for users with progress tracking
• Sales and warehouse reports once an accounting system is connected
• An export builder — your own report into Excel
• Data feeding 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 tracking: daily checks and notifications
• Employee calendar and a planning board
• Basic employee self-service: profile, absences, documents, a contact directory
• User groups, roles, invitations and an action log
• Record reassignment when an employee leaves

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