Technology & IT
Companies with physical stores or hardware sales
Essential Modules
CoreThese modules form the core of a complete Technology & IT setup.
Customers
Customer management with CRM features, lifecycle tracking, tags, and activity timeline
Projects & Time Tracking
Project management, milestones and time tracking
Tasks
Task management, calls, meetings and activities
Invoicing
Invoice generation, numbering series, and payment tracking
Recommended Modules
OptionalThese modules add extra features to enhance your setup.
Support
Customer support ticket system with SLA tracking
Contracts
Recurring contracts and service agreements with renewal tracking
Staff
Employee profiles, documents, and organizational structure
Quotes
Create and manage quotes, proposals and budgets
Expenses
Expense tracking, suppliers, and purchase order management
Knowledge Base & Wiki
Internal wiki, articles and knowledge management
API & Webhooks
API keys, webhooks and external integrations
Reports
Custom report builder with saved reports and scheduled delivery
Live Chat
Real-time live chat with customers
Subscriptions & Memberships
Recurring billing, plans and membership management
Suggested Roles
8Pre-configured roles for a Technology & IT business. Each role comes with the right permissions.
Contract Manager
ContractsManages contracts and document templates.
Expense Manager
ExpensesManages and approves expenses.
Support Agent
Help DeskHandles support tickets and customer queries.
Accountant
InvoicingManages invoices and document templates.
Project Manager
ProjectsFull access to projects and tasks.
Team Member
ProjectsViews projects and manages own tasks.
Subscription Manager
SubscriptionsManages subscriptions and customer plans.
Task User
TasksCreates and manages tasks.
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Other Business Types
Beauty & Wellness
Salons, spas, barber shops, and wellness centers
Retail & Commerce
Retail stores, boutiques, and shops
Hospitality & Restaurants
Restaurants, cafés, bars, hotels, motels, and catering services
Healthcare & Personal Care
Clinics, pharmacies, spas, beauty salons, and wellness centers