BMS FOR YOUR BUSINESS
Your business.
In one place.
Track customers, sales, orders, and payments in one place. Give your team a clear view of what to do next.
Free demo. No credit card needed.
- New enquiryAssigned
- Follow-upToday
- OrderConfirmed
ACME REALTY / WORKSPACE
Your day, in focus.
01 / MESSAGES & FOLLOW-UPS
Messages and tasks.
Easy to manage.
See customer messages, past activity, and the next task without switching between tools.
Email and WhatsApp together.
Email and WhatsApp, together with the customer record. Pick up exactly where your teammate left off.
Thanks for sharing the floor plan.
Can we visit the property this Saturday?
Same customer. All the context.Know who to follow up with.
Assign new enquiries to your team, set follow-up tasks, and get reminders when work is overdue.
Your business data. Your own space.Explore security ↗
At your desk. Out in the field.Explore mobile access ↗
02 / CHOOSE YOUR INDUSTRY
Tools that fit
your business.
Choose a business type to see the tasks you can manage in one BMS.
FROM STOCK TO DOORSTEP
From order to doorstep.
Manage customers, products, warehouse stock, and orders from purchase to delivery.
- Repeat orders and customer prices
- Stock transfers and reorder suggestions
- Picking, packing, shipping, and returns
ORDER / SO-0248
Northstar wholesale order
Ready to pick- Customer
- Northstar Stores
- Warehouse
- Central warehouse
- Stock
- Reserved
- Next step
- Pick & pack
Example workspace · sample data
- 01Order
- 02Confirm
- 03Pick & pack
- 04Ship
- 05Deliver
03 / EVERYDAY TOOLS
Useful tools.
For daily work.
From winning a customer to delivering the work, find the tools your team needs. Choose an area to explore.
Track construction and buyer requests.
Track construction tasks, requested materials, property inspections, and messages to buyers.
- Group buyers and track campaign responses
- Inspection checklists and follow-up visits
- Buyer updates and service requests
Manage classes and student records.
Keep admissions, class schedules, attendance, and student records together.
- Entrance tests, interviews, and evaluations
- Fee plans, discount approvals, and commissions
- Alumni, renewals, and compliance records
Find emails and write replies.
Search emails and attachments, reuse saved messages, and switch between drafts.
Project brief & next stepsPDF ↗
Reply faster on WhatsApp.
Keep customer chats organised with notes and labels your team can share.
- Save common replies for everyday questions
- Share notes, labels, and follow-up dates
- Get an in-app reminder when a follow-up is due
Make repeat orders easier.
Build orders from saved product lists. Keep customer prices and warehouse stock close at hand.
Saved list · Monthly essentials
- Quick orders and saved product lists
- Customer prices and bulk discounts
- Stock transfers and reorder suggestions
Plan your next message.
Prepare WhatsApp messages and SMS campaigns ahead of time, then choose when to send them.
Your product samples are ready. Let us know a good time to arrange delivery.
- Schedule WhatsApp messages
- Plan SMS campaigns in advance
- Cancel a scheduled WhatsApp send
Make meeting booking easier.
Let customers choose a time that fits your availability and keep meeting details together.
- Share your meeting booking link
- Set weekly availability and time between meetings
- Track completed, cancelled, and missed meetings
Turn orders into quotes and invoices.
Create billing documents from an order so your team can reuse the details already entered.
- Create a quote from a customer order
- Create an invoice from the order
- Keep the billing documents linked to the order
Put routine work on autopilot.
Set simple rules for everyday follow-ups so your team spends less time repeating the same steps.
- Assign a person when a record changes
- Create follow-ups and update stages
- Send messages when your rules match
Stay on top of purchasing.
Keep supplier orders and incoming stock together so your team knows what is expected next.
- Create purchase orders for suppliers
- Track expected receipt dates
- Receive goods into warehouse stock
Track each loan application.
Keep borrower details, documents, and lender updates together. See what is pending at each step.
- Assign owners and track application stages
- Follow document and lender updates
- Track disbursements and commissions
Keep overdue payments in view.
Track outstanding amounts, payment promises, and follow-ups so each case has a clear next step.
- Assign cases and plan follow-ups
- Record payment promises and receipts
- Track field visits and unresolved cases
Stay on top of client deadlines.
Keep client work, document requests, and due dates together. Make it easy to see what still needs attention.
- Assign jobs and track filing deadlines
- Request documents and track replies
- Record work time, invoices, and receipts
Keep the important details close.
Save customer updates and meeting notes with the related record, ready for the next conversation.
- Pin important notes and find them quickly
- Mention teammates and add comments
- Reuse note templates and set reminders
Give every lead a next step.
Keep enquiries, deal stages, and customer conversations together so your team knows who to follow up with.
- Assign leads to the right person
- Track deals from enquiry to won
- Keep notes and follow-ups with the customer
Keep work moving to approval.
Start from a saved project template. Keep files, feedback, and approvals together as the work progresses.
- Reuse briefs and approval steps
- Track file versions and review decisions
- Plan team time and compare costs with budget
Follow each candidate to placement.
Keep open jobs, candidate profiles, and hiring stages together. See who is ready for the next step.
- Manage jobs and candidate details
- Track candidate submissions and placements
- Keep documents and timesheets organised
Keep every trip organised.
Bring travel enquiries, quotes, bookings, and traveller details into one place for your team.
- Track enquiries, quotes, and bookings
- Keep traveller and supplier details together
- Organise trip documents and follow-ups
Know what to do next.
Give each task an owner and a due date. Keep daily work and customer follow-ups together.
- Assign tasks and set reminders
- Repeat daily, weekly, or monthly tasks
- See deadlines in a calendar
See what’s paid. And what’s due.
Keep invoices, recorded payments, and expenses together so balances are easier to follow.
- Track paid, part-paid, and overdue invoices
- Record income, expenses, and receipts
- Review financial approvals
See how business is doing.
Review sales progress and team performance. Build reports around the details you need.
- See forecasts, wins, and lost deals
- Filter and save custom reports
- Export reports to share with your team
Keep customer issues moving.
Give each request an owner and a clear status. Keep the conversation with the support ticket.
- Assign tickets and set priorities
- Spot requests that need attention
- Keep related emails and files together
04 / AI HELP FOR YOUR TEAM
Find answers.
Write replies.
Ask AI about a customer or get help writing a reply. Check the answer or draft before using it.
- Answers linked to customer records
- Drafts for email and WhatsApp
- Review suggested actions before they run
Aarav is interested in a 3 BHK at Greenfield. He asked about a Saturday site visit.
Next step: confirm a time and share the meeting point.
Hi Aarav, happy to arrange your visit to Greenfield. Would Saturday at 11 am work for you?
Example response · review before using
05 / COMMON QUESTIONS
Your questions.
Answered.
A few things you might be wondering before making your next move.
Ask us a questionMost teams can get started within a few days. We help with the initial setup, data import, and a walkthrough of the modules that fit your industry. Your exact timeline depends on the size and complexity of the migration.
Yes. We help import your spreadsheets and contact lists as part of onboarding, so your team can pick up with the relationships you've already built.
Start with the industry module that matters most to your business. Growth supports up to three modules, and Enterprise includes the full platform. You can move between plans as your needs change.
Your business has a dedicated workspace with access controlled by role and responsibility. Your team can manage who sees customer records, documents, and communication. Visit our security page to explore access and approval controls.
Your quote depends on team size and the modules you need. Explore the Starter, Growth, and Enterprise plans, then tell us about your team for a tailored quote. See the plans.
Yes. The demo is a free, guided walkthrough tailored to your business. No credit card is required, and there's no obligation to buy.
TRY A FREE DEMO
See the BMS.
Request a free demo.
Tell us about your business. We will show you the tools that fit your team and answer your questions.
Free demo. No credit card needed.