Module Showcase

18 premium modules available to add to any website. Each module unlocks at a specific tier.

Starter1 module
Growth2 modules
Pro2 modules
Pro+5 modules
Enterprise8 modules

CRM

Lead and client management

4

CRM Lite

Lead tracking, contact pipeline, and quote management

Capture every enquiry, track leads through a visual pipeline, manage quotes, and set follow-up reminders. Everything a growing business needs to stop losing leads.

leadscontactspipelineenquiriesquotes
Pro++🔒 portal

CRM Full

Advanced CRM with deal management, reporting, and team access

Full sales CRM: deal pipelines, customer database, revenue dashboards, task management, multi-user access, and advanced reporting. Your business command centre.

crmdealssalesreportingteampipeline
Enterprise+🔒 portal
replaces crm-lite

Client Portal

Secure client login accessible from the public website

Adds a "Log in to your account" button to the public website. Clients access their project status, documents, and communication through a secure, authenticated portal.

portalclientsdocumentssecureprojects
Pro++🌐 public

Lead Management

Capture leads from the website; manage them in the portal

Every form submission becomes a tracked lead in the portal. View your pipeline, assign status, add notes, and never lose track of an enquiry again.

leadscapturepipelinetracking
Growth+🔒 portal

Booking

Appointment and scheduling tools

2

Booking Basic

Customer-facing booking request form on the public website

Let customers submit appointment requests directly from your website. The request form appears publicly; management (approvals, calendar, availability) lives in the business portal.

appointmentscalendarschedulingreminders
Pro++🌐 public
opt-in

Booking Full

Full booking management: calendar, staff scheduling, portal

Enterprise booking platform: staff scheduling, recurring appointments, multi-location, availability management, booking approvals, and a full management dashboard — all inside the business portal.

bookingstaffrecurringportaldeposits
Enterprise+🔒 portal
replaces booking-basic

Analytics

Traffic, conversions, and insights

2

Analytics

Traffic, lead source tracking, and conversion metrics in portal

See where your visitors come from, which pages convert, and how leads are performing — all inside your business portal dashboard. No data science degree required.

analyticsconversionstrackingmetrics
Pro+🔒 portal

Analytics Pro

Advanced dashboards, custom reports, and revenue tracking

Deep business intelligence inside your portal: custom reports, revenue attribution, team performance, funnel analysis, and weekly automated reports.

analyticsreportsrevenuedashboardsintelligence
Enterprise+🔒 portal
replaces analytics-basic

Automation

Workflow and follow-up automation

2

Automation

Automated follow-ups, lead nurturing, and triggered emails

Stop manually chasing leads. Set up automatic follow-up sequences triggered by enquiry type, time elapsed, or lead status. Configured inside the portal, runs in the background.

automationfollow-upsnurturingtriggered
Pro++🔒 portal

Automation Pro

Advanced workflow builder and multi-channel automation

Visual workflow builder with branching logic, multi-channel triggers, and enterprise-grade automation for every customer touchpoint. Managed entirely in the portal.

automationworkflowsmulti-channelenterprise
Enterprise+🔒 portal
replaces automation-basic

Content

CMS and media management

3

CMS

Blog posts, service pages, and media — managed in portal

Publish blog posts, update service pages, and manage media from the portal — all without touching code. Built-in SEO tools ensure every piece of content gets found.

blogcontentpagesmediaseo
Growth+🔒 portal

Gallery

Image gallery section displayed on the public website

Showcase your work publicly with a professional image gallery. Grid and lightbox layouts with lazy loading. Media managed via the CMS in the portal.

galleryportfolioimageslightbox
Pro+🌐 public

Pricing Table

Service pricing section displayed on the public website

Show your pricing publicly with a clean comparison table. Highlight your most popular plan and include feature breakdowns that help visitors self-select.

pricingservicescomparisonplans
Starter+🌐 public

Commerce

Payments, invoicing, and billing

2

Payments

Online payment collection managed in the business portal

Accept online payments, deposits, and installments. Stripe-powered with automatic receipts. Payment links can be sent to customers; management is inside the portal.

paymentsstripedepositsonline
Enterprise+🔒 portal

Invoicing

Create, send, and track invoices from the portal

Create branded invoices in seconds inside the portal, send them by email, and track payment status automatically. Full billing history and overdue reminders included.

invoicingbillingpaymentstracking
Enterprise+🔒 portal

AI

Intelligent tools and automation

1

AI Chatbot

Intelligent chat widget on the public website, 24/7

Deploy an AI chatbot widget trained on your services, pricing, and FAQs. It appears on the public website and handles visitor enquiries, qualifying leads around the clock.

aichatbotsupport24/7leads
Enterprise+🌐 public

Communication

Email and SMS channels

2

Email Automation

Automated sequences and campaigns, configured in portal

Build email sequences — welcome series, nurture campaigns, re-engagement flows — from the portal. Simple editor, performance analytics, and automation rules included.

emailcampaignsnewsletterssequences
Pro++🔒 portal

SMS Automation

Automated SMS reminders and follow-ups, managed in portal

Send automated SMS messages for appointment reminders, booking confirmations, and follow-ups. 98% open rate. All configured and monitored inside the business portal.

smsremindersconfirmationstexts
Enterprise+🔒 portal