Private beta · Q2 2027
See the whole picture.
Every angle. One view.
The modern ERP and PSA for service businesses and the companies that build products. Clients, projects, people, documents and money, connected in one place.
Knowledge hub and CRM first. Beta customers pay no initial license fee.
CRM · Beta Q2 2027
Your clients. Every conversation. One place.
Accounts, contacts, leads and opportunities, connected to the history behind every relationship.
- Pipelines you defineSet the stages to match how you sell.
- Activities on every recordCalls, meetings, emails and tasks, in one timeline.
- Saved views and bookmarksFind what matters, faster.
Knowledge hub · Beta Q2 2027
Good knowledge. Always within reach.
Documentation, intranet and client help centers, organized in spaces your team can trust.
- Drafts and versioningKeep content up to date.
- Content owners and review datesSomeone is always responsible for every page.
- Public and restricted sitesShare the right content with the right people.
Projects and resource management · Coming soon
Connect the plan to the people doing the work.
Plan projects, schedule capacity, capture time and expenses, and keep budgets in view.
Make it yours · Beta Q2 2027
Your fields. Your layouts. Your views.
Capture the details that matter to your business. Add your own fields, arrange the forms and save the views your team needs, without code.
- FieldsCapture the details your business needs.
- LayoutsPut the right information in the right place.
- ViewsSee your work the way you want, and share it.
Platform
Nine connected areas. One shared foundation.
- CRM (Beta Q2 2027)
- Sales (Planned)
- Catalog & pricing (Planned)
- Project management (Coming soon)
- Time & expense (Coming soon)
- Product management (Coming soon)
- Internal service desk (Planned)
- Customer support (Planned)
- General ledger & accounting (Planned)
- Accounts receivable (Planned)
- Accounts payable (Planned)
- Financial planning & budgeting (Planned)
- Purchasing (Planned)
- Supplier management (Planned)
- Inventory management (Planned)
- Workforce (Coming soon)
- Resource management (Coming soon)
- HRMS (Planned)
- Learning management (Alpha Q1 2027)
- Time & attendance (Planned)
- Event management (Planned)
- Attendees and registration (Planned)
- Portal and communications (Planned)
- Reporting & analytics (Planned)
- Knowledge hub (Beta Q2 2027)
- Identity & access (Beta Q2 2027)
- Application configuration (Beta Q2 2027)
- Workflow & automation (Coming soon)
- Data management (Beta Q2 2027)
- Integrations & APIs (Planned)
- Tenant settings (Beta Q2 2027)
- Lists and views (Beta Q2 2027)
- Contracts (Coming soon)
- Documents and e-signature (Coming soon)
- Forms and questionnaires (Planned)
- Portals and sites (Planned)
- AI (Planned)
Industries
Built for teams that run on clients and projects.
Help shape what we build next.
The private beta opens in Q2 2027 with Knowledge hub and CRM.