One system for sales, orders, and accounting

Central customer management with order history, multiple contacts, and role tags, a complete contact directory with order, call, and email panels right on the contact, partner management for sales, service, and supplier partners, a customer portal with tenant branding, and automatic lead capture from Facebook Lead Ads, landing pages, and other sources.

An order cockpit with status workflow, tasks, documents, timeline, emails, calls, and WhatsApp in one place, a freely configurable status/workflow editor, freely definable case types beyond classic orders, project management with a board, backlog, and team resource plan, and a central task inbox with a follow-up system.

A tree-based bill-of-quantities editor in the AVA/ÖNORM style with ÖNORM A 2063 import and export, reusable estimating templates, a hierarchical product catalog with dynamic pricing formulas, DATANORM import for electrical, HVAC, and sanitary wholesale, and an editor for quotes, order confirmations, contracts, invoices, delivery notes, and service reports, including digital signature.

A visual warehouse-layout configurator with stock by storage location, batch, serial number, or best-before date, incoming, outgoing, and internal transfers, picking straight from orders, and stocktaking with reorder suggestions at minimum stock levels.

An invoice, quote, and contract overview with payment recording, cash discounts, and cancellations, a dunning process with configurable reminder stages, recurring contracts with automatic invoicing, foreign-currency documents with daily updated exchange rates, and OCR receipt capture for incoming invoices.

A call log with click-to-call and integration with 3CX and Asterisk/FreePBX, a full email client inside the CRM (IMAP, Gmail, Microsoft 365) with bulk email campaigns, WhatsApp chat linked directly to orders, the in-house video meeting product Nexoro Meet, and an embedded team chat product.

Time tracking tied to orders with a billing type, a monthly target/actual overview, a leave-request workflow, a Kanban project board with a timeline and milestones, and a team resource plan for vehicles and machinery.

Personal and shared calendars with two-way Google and Microsoft 365 sync, a quick-event modal that creates an appointment in seconds, appointments visible directly on the customer or order, and a public booking page where customers pick their own slot.