Sales
Pipeline as a kanban board, forecast, targets, products and price lists,
installed base with renewals, partner selling with commissions.
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Contracts
Templates filled from the deal, approvals by value threshold, signing via
DocuSign EU, an immutable version history.
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Analytics
A query builder, dashboards each person assembles for themselves, scheduled
reports as CSV or PDF — the PDF in your brand colours.
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Workflow
If-then rules in a visual editor. Greet trade-fair leads, follow up on quotes,
prepare contracts — without anyone having to remember.
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AI+ assistant
Ask instead of search: “Which opportunity should I touch next?” — it reads
your data and builds the dashboard to go with it on request.
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Marketing & OKR
In the works.
OKR comes next, marketing after that — both on the core that is already in
place.