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Customers

Customers & Portals

Self-service without creating another data silo.

Overview

What it does

One shared CRM holds every customer across every module — a tenant, a guest and a course participant are the same kind of record, with history, notes and follow-ups.

Portals extend the same data outward: customers book, pay, submit maintenance and evidence; drivers complete deliveries with proof; instructors see their timetable — all landing instantly in the internal workspace.

Shared customers, leads, follow-ups and pipelines
Customer portals per module (property, hotel, travel, …)
Driver portal with proof-of-delivery photo + signature
Instructor portal with the teaching schedule
Compliance evidence portal for external parties

More of the platform

Projects & Execution icon
Projects & Execution

Manage projects, jobs, stages, milestones, tasks and operational progress — from tender win to project closure.

People & Scheduling icon
People & Scheduling

Coordinate employees, technicians, drivers, instructors, resources and calendars — with conflict-aware booking.

Assets & Locations icon
Assets & Locations

Manage properties, units, vehicles, rooms, facilities and operational assets with their full operational history.