Platform and customisation

The system adapts to your process rather than the other way round — fields, views and permissions included.

Every customer has a separate database — there's no shared table holding every company's data. You turn modules on as needed, and what a person sees depends on their role. Customisation runs through your own fields, your own PDF templates and your own automations, and when that's not enough, through a custom code layer built for that customer.

What it covers

A separate database for every customer
Modules are turned on as needed; what a person sees depends on their role
Custom fields for any area — no programming
A form builder with conditional field visibility and inline list editing
Saved views and filters: columns, sorting, tabs, export
Permissions down to a single field or record; two-factor login and a trusted IP list
Multiple organisations, document series and separate numbering
File storage with versions, previews 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.

Microsoft 365 Email, calendar, files and in-browser document editing — over a single OAuth connection.

All integrations

FAQ

Questions about this area

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Is our data stored together with other companies' data?

They aren't. Every customer has a separate database — there's no common pot holding every company's information.

Can the system be adapted to our process?

It is: your own fields, your own views, your own PDF templates and your own automations. When that's not enough, a custom layer is built for that customer.

How do updates happen?

Centrally — you don't have to install anything.

Can data be migrated from an old system?

You can. Import from Excel or CSV with field mapping, and for some systems we have ready-made migration tools.

Other areas

Reports and KPIs A management dashboard with real numbers — not the ones somebody typed into Excel. People An expiring certificate or contract announces itself — the day before, not the day after. Automations The routine happens without you: stock refreshes, invoices go out, reminders are sent. Artificial intelligence AI takes manual work off your hands, but a person still makes the decisions — every result is reviewed by a human before it's saved.

All features

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