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Platform, automation & admin

Shape it to the way you work.

Automate the routine, add the fields and layouts your process needs, control exactly who sees what, and connect the rest of your systems.

Highlights

  • Visual workflow designer

    Drag triggers, conditions, actions and waits onto a canvas, connect them, then publish. Runs on save or on a schedule.

  • Fine-grained access control

    Role hierarchy, permission profiles, sharing rules, groups and field-level visibility.

  • Open REST API

    Read and write records from your own apps and services through a documented web-services API.

Screenshots

The visual workflow designer: a new-lead trigger, a revenue condition, actions to mark the lead as hot, send an email or schedule a call, a three-day wait and an end step.
Design workflows visually, then publish.
The profile editor with view, create, edit and delete rights per module and hidden, read or write privileges per field.
Module rights and field privileges per profile.
The layout editor showing contact fields across custom tabs, with options to rename, require or hide each field and add new ones.
Add fields and tabs to any module, no code needed.
A sign-in verification screen asking for a six-digit code from an authenticator app.
Multi-factor sign-in with an authenticator app.
An apps panel listing Outlook, Word, Excel, Teams, OneDrive, SharePoint and other Microsoft 365 apps.
Microsoft 365 apps, one click from the CRM.

Everything included

What you get in Platform, automation & admin

Automation

  • Drag-and-drop designer Build flows on a canvas with undo and redo, built-in checks, publish and unpublish, and JSON import and export.
  • Triggers On create, on every save, on first save, when conditions change, or on a schedule.
  • Conditions Run only when the record matches the field conditions you set.
  • Actions Send email, update fields, create a record, add a task or event, send SMS, or call a custom function.
  • Scheduler Background jobs for workflows, reminders, email scanning and scheduled reports.

Customisation

  • Custom fields Add text, number, currency, date, picklist, checkbox, email, URL and more.
  • Layout editor Rearrange blocks and fields, set mandatory and quick-create fields, and manage related lists.
  • Picklists & dependencies Edit picklist values per role and make one picklist depend on another.
  • Menu & modules Show, hide and reorder modules; extend with custom modules built by developers.

Security & administration

  • Roles & profiles Control which modules each role can view, create, edit and delete.
  • Field privileges Set every field to hidden, read-only or editable, per profile.
  • Sharing rules Decide who can see and edit records owned by others.
  • Groups Assign records to teams rather than individuals.
  • Login history See when and from where users signed in.
  • Multi-factor authentication Require a code from an authenticator app at sign-in, with recovery options.

Data tools

  • Import & export CSV and vCard import with field mapping, saved maps and duplicate handling; export any list.
  • Mass edit Update many records at once from a list view.
  • Find & merge duplicates Search for duplicates across the fields you choose and merge them.
  • Recycle bin Restore deleted records, or remove them permanently.

Localisation

  • Languages Interface available in many languages via language packs.
  • Currencies Multiple currencies with your own conversion rates.
  • Personal settings Each user sets their own time zone, date, number and currency formats.

AI assistants

  • Chat assistants Ask questions in a chat panel that sits beside your CRM work.
  • Document assistant Upload a file and ask questions about what is in it.

Integrations

  • Microsoft 365 apps Open Outlook, Teams, OneDrive, SharePoint and other Microsoft 365 apps from inside the CRM.
  • Built-in softphone Make calls from the browser with a dial pad and in-call controls.
  • Email Send through your own mail server; read mailboxes over IMAP.
  • Outlook plug-in Save emails and sync contacts and calendar from Microsoft Outlook on the desktop.
  • Google contacts & calendar Two-way sync with Google Contacts and Google Calendar.
  • Phone system Connect an Asterisk-based PBX for click-to-call, incoming call pop-ups and call logs.
  • SMS gateways Plug in a supported SMS provider.
  • Web services API REST API for custom integrations.

Works hand in hand with

All features

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