Sales, delivery and finance for agencies
Leads from Upwork, LinkedIn, email and cold calling on one pipeline, client projects on one board, and finance per company in its own currency, with an owner dashboard across all of it.
Live today
- One pipelineLeads from Upwork, LinkedIn, email and cold calling on one board.
- A forecast you can explainEach deal's value times its probability adds up to the forecast.
- Client projects on one boardClient projects and internal products in one registry, with a kanban board.
- Books per currencyEach company's totals in its own currency, PKR and AED side by side.
- One-click SlackChannels created, members invited and new joiners added, from one connect.
Sales
What's built for you
The modules teams like yours start with, each marked Live or Coming soon.
- Live
Sales
Leads from Upwork, LinkedIn, email and cold calling on one pipeline board, with a forecast built from each deal's probability and value.
- Live
Operations
A project registry for client and platform work, with sprints, tasks, QA and a kanban board, plus delivery and utilisation reporting that tells HR when to hire.
- Live
Finance
Record expenses and see each company's totals in its own currency, never silently converted. Invoicing, reconciliation and ledgers are built into the Finance engine, coming soon in the app.
- Live
Owner dashboard
HR, finance, operations and sales figures in one view, per company, with cross-company totals labelled by currency and never silently converted.
- Live
Teams & calendar
Department, team and employee rollups, two-way Outlook and Google calendar sync, and one-click Slack. Microsoft Teams integration is coming soon.
- Live
Requests
Leave, work from home, overtime, letters, reimbursements, assets, missed punches and general requests, each with an approver chain and an SLA.
From lead to delivery
Pipeline, delivery and books in one system, with the owner reading all of it on one screen.
Win the deal
Deals move across the pipeline kanban, stage by stage.
Deliver the work
Tasks move across the kanban board, with QA tracked alongside.
Read the numbers
The owner dashboard shows HR, finance, operations and sales per company.
Invoice the client
Invoicing and recurring billing are built into the Finance engine, coming soon in the app.
Coming soon
Which lead sources does it cover?
Upwork, LinkedIn, email and cold calling, including UAE cold calling.
Does a won deal open a project?
Opening a client project from a won deal is built into the engine, coming soon in the app.
Does it do invoicing?
Invoicing and recurring billing are built into the Finance engine, coming soon in the app.
We run a Pakistan and a UAE company. Can we see both?
Yes. Each company is shown on its own, and totals across them are labelled PKR and AED.
Bring last month’s payroll sheet to the demo
We will run it through Tanzeem on the call and show you each payslip, with the working, before you decide anything.