Suite

Suite is an all-in-one platform for running your customer relationships, projects, team, and money in one dashboard. Instead of juggling separate sales, project management, HR, and invoicing tools, everything lives in one place with one login.

What it is

Suite is built for growing businesses that need to track customers, deliver projects, manage a team, and get paid, without stitching together five different apps. From the main menu you move between Dashboard, Lead, Clients, HR, Work, Finance, Products, Orders, Tickets, Events, Messages, and Reports — all connected, so a deal you win can flow straight into a project, and a project's hours can flow straight into an invoice.

What's in each area

CRM (Leads & Clients) Capture leads, track them through a visual sales pipeline, and convert won deals into clients. Store client profiles with contacts, documents, and notes.

Projects & Tasks Break work into projects with tasks, subtasks, and milestones. Track progress on a Kanban board or Gantt chart, log time against tasks, and keep clients in the loop.

HR (Team & Time Off) Store employee records, manage leave requests and approvals, track attendance and shifts, run payroll, and handle onboarding, recruiting, and company policies.

Finance & Invoicing Turn deals and projects into proposals, estimates, and invoices. Accept payments, track expenses, issue credit notes, and manage bank accounts.

Contracts & Tickets Store contracts with renewal reminders and e-signatures. Run a customer support desk with ticket assignment, statuses, and reply templates.

Reports Pull ready-made reports on sales, project time, attendance, leave, and finance so you can see how the business is doing without building your own spreadsheets.

Common tasks

Turn a lead into paying work Add the lead under Lead, move it across your pipeline stages as you work it, mark it Won, then convert it to a Client and start a Project.

Bill for work done Log time on a project's tasks, then create an Invoice (or start from an Estimate) pulling in that time and send it to the client for online payment.

Manage a team member's day-to-day Add them under HR as an Employee, set up their shift, let them clock in/out or apply for leave, and approve requests as they come in.

Support a customer after the sale Open a Ticket for their request, assign it to an agent, reply from the built-in thread, and track it through to Closed.