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Platform and customisation
The system adapts to your process rather than the other way round — fields, views and permissions included.
Every customer gets a separate database — there is no shared table holding every company's data. Modules are switched on as needed, and what a given person sees is decided by their role. Customisation goes through your own fields, your own PDF templates and your own automations, and when that is not enough, through a custom code layer for that specific customer.
What it covers
- A separate database for every customer
- Modules are switched on as needed; what a person sees is decided by their role
- Custom fields for any area — with no programming
- A form builder with conditional fields and inline list editing
- Saved views and filters: columns, sorting, tabs, export
- Permissions down to a single field and record; two-factor login and an allowed IP list
- Several organisations, document series and separate numbering
- File storage with versions, preview and conversion to PDF
- Import and export from Excel with field mapping
- An open REST API with documentation and a log of every call
What it connects to
The connectors that change the most for this area. Each one is switched on in the settings.
All integrationsIs our data stored together with other companies' data?
No. Every customer gets a separate database — there is no shared pot holding every company's information.
Can the system be adapted to our process?
Yes: your own fields, your own views, your own PDF templates and your own automations. When that is not enough, a custom layer is built for that specific customer.
How do updates happen?
Centrally — you have nothing to install.
Can data be migrated from an old system?
Yes. Import from Excel or CSV with field mapping, and for some systems we have ready-made migration tools.
Other areas
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