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features & add-ons

Discover all the features available with our business management software, according to your business needs.

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[Add-on] Electronic signature of quotations

Send a secure link to your prospect/customer to view and sign your proposal electronically.

Available resources

Track the availability of your resources (in-house, subcontractors and candidates) and send an e-mail with your inter-contracts to your partners.

Referential of your services and products

Manage your catalog of services, products and other work units (call-outs, coupons, tickets, etc.), rates and their historical record.

CRM reporting

Consult CRM indicators: new contacts, sales actions taken, sales pipe, etc.

Company CV

Manage presentation templates for your employees and generate an employee’s CV in 1 click to showcase his or her skills.

Commercial relations

Manage and record sales tasks relating to prospects, customers, contacts and opportunities.

Reference sheets

Manage reference files (past missions and projects, successes, etc.) for reuse in responses to needs or calls for tender.

CRM discussion thread

Follow and participate in internal discussions on prospects, customers and opportunities.

Business and contracts

Manage your business with the ability to mix different types of sales: fee-based, flat-rate, (re)sale, subscription, etc.

Referencing management

Track your referrals by customer.

Commercial documents

Get a repository of your commercial documents, and also create your own document templates, enriched with data from the software.

Contract review

Detail all the authorizations and implications of a case (legal, HSEQ, HR, etc.).

Case thread

Follow and participate in internal discussions related to each case.

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