Features
What you can do with one BMS.
Manage customer enquiries, daily tasks, orders, payments, and reports with tools that fit your business.
10 of 35 features
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
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
Keep meetings on your calendar.
Connect Google Calendar to see upcoming events and send a meeting to your calendar.
- Connect your Google Calendar account
- See upcoming calendar events
- Sync individual meetings to Google Calendar
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
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
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
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
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
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