01Area · Platform and tools
Platform and tools: dashboards, reports, documents and workflows
The shared foundation across all modules: dashboards and reports, documents and templates, workflows and automation, data imports, calendar, wiki, tags, password vault and external contact portal.
Every module is built on the same tools. What you learn in one works everywhere.
- 18
- modules
- 226
- capabilities
- 95
- record types
- 59
- automations
02Modules in this area
- Companies, contacts and activitiesA single directory of companies and contacts, tasks, meetings, calls and AI meeting notesLearn more
- Documents and print templatesDocument library, PDF printing from customizable templates and signable forms14 capabilities6 recordsLearn more
- Automation and workflowsNo-code “when X happens, do Y” rules and scheduled recurring records15 capabilities6 recordsLearn more
- Dashboards and overviewsWidget-based home screen: counters, charts, lists, kanban boards, calendars and reports13 capabilities3 recordsLearn more
- in final stagesReports and BPMN diagramsReport builder across any data with CSV, XLSX and PDF export and BPMN diagramming14 capabilities5 recordsLearn more
- Calendar and resource bookingShared calendar for meetings, calls and tasks, room and vehicle booking, and iCal feeds13 capabilities7 recordsLearn more
- in final stagesData import and migrationControlled import from CSV, Excel or API with preview, error logging and rollback15 capabilities4 recordsLearn more
- File storageFolders with permissions, large file uploads, versioning and quick link sharing11 capabilities4 recordsLearn more
- Stream: comments and change historyComments, mentions, reactions, and record following alongside change history on every record12 capabilities4 recordsLearn more
- in final stagesMagic Office: spreadsheets and documentsA spreadsheet editor over live system data with re-import, plus a DOCX text editor12 capabilities3 recordsLearn more
- in final stagesPartner portalDedicated login for customer contacts to view their service jobs and documents11 capabilities3 recordsLearn more
- Labels and tagsOne shared tag catalog for companies, contacts, deals, tasks, documents and other records11 capabilities8 recordsLearn more
- in final stagesRecord templatesPre-configured sets of linked records, such as a project with a full task tree11 capabilities4 recordsLearn more
- in final stagesPassword vaultEncrypted team password vault with folder sharing, expiration dates and access logs13 capabilities7 recordsLearn more
- in final stagesWiki – internal knowledge baseInternal pages for guides and procedures organized in spaces, a page tree, and draft-to-published states9 capabilities3 recordsLearn more
- Onboarding and in-app guidesAutomatic walkthroughs for every screen, learning paths, points and badges12 capabilities4 recordsLearn more
- Core platformARES and VIES lookups, document numbering series, exchange rates, XML feeds, preferences and company rules15 capabilities9 recordsLearn more
- One-click trial environmentA link in the welcome email signs a new trial user in with a single click10 capabilities3 recordsLearn more
03Other areas
- Sales and CRMInquiries, quotes, orders and campaigns.
- Finance and accountingInvoices, banking, Czech VAT and period close.
- Inventory and manufacturingReceiving, picking, production orders.
- Projects and field serviceTasks, callouts, service reports.
- HR and attendanceEmployees, leave, payroll.
- CommunicationEmail, phone, chat, WhatsApp.
- AI and integrationsDocument extraction, Czech data boxes, Pohoda.
- Website and e-shopWebsite, store, orders.