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Solution bypartner

One solution to manage all of the daily operations of your small business, including sales, project management, account management, support, finance, and HR.

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  • Use case: FinanceHROperationsProject managementSales
  • Industry: Cross-industry
  • Region: Global

The SMB-in-a-box solution delivers all the workspaces needed for an SMB to streamline its daily operations. It includes the following workspaces: Sales CRM, Client Projects, Account Management & Support, Finance, and Human Resources.

The solution also includes a custom automation to create groups, and various integrations such as Docugen, Tracket, Aircall, Calendly, and Outlook/Gmail.

Key features

  • Sales CRM: Manage leads through to opportunities | Automatically generate quotes
  • Client Projects: When an opportunity is "won" a new client project is automatically created | Management overview of all projects via the Motherboard
  • Account Management & Support: Automatically move projects/clients into account management once the project is complete | Form for customers to submit support tickets and manage these to completion
  • Finance: Suppliers / contractors can submit a form to automatically generate an invoice | Invoices and collections managed and automated based on opportunity marked as won | Can be integrated with Xero, Sage (online only), Freeagent
  • Human Resources: | Recruitment | Onboarding & Training |Employee Directory | Holiday & Leave Management | Employee performance tracking and management


  • Implementation: 3 hours installation and setup time included
  • Training: Solution specific training
  • User guide: Easy set up guide for customers
  • Support: Additional hours can be purchased for further customization if needed
  • Integrations: via to provide deep integrations at an additional cost

About the partner is a dedicated company focusing on implementation, support, training, solution development and integrations.  We specialise in helping organisations run their entire business from
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Contact information

Address: 12 Station Parade, Harrogate, HG1 1UE

Phone: +441423609002