01
Customer platforms
Let customers book services, submit requests, make payments, and track progress in one place.
- Commonly used for
- Service businesses, membership teams, and customer-facing operations.
- Common systems
- Booking, customer accounts, payments, portals, and staff follow-up.
- What it can include
- Book a service, submit a request, upload documents, pay, and see status.
View this capability↗02
Business management tools
Give your team one place to manage clients, tasks, documents, and approvals.
- Commonly used for
- Growing teams whose work is spread across spreadsheets, email, and shared folders.
- Common systems
- CRM, job tracking, approvals, document management, and reporting.
- What it can include
- Assign work, review requests, approve changes, and see what needs attention.
View this capability↗03
SaaS products
Turn your idea into an online product with user accounts, subscriptions, and the features your customers need.
- Commonly used for
- Founders developing a repeatable product or a new online service.
- Common systems
- Accounts, subscriptions, membership, marketplace, billing, and admin tools.
- What it can include
- Let users sign up, choose a plan, use the product, and manage their account.
View this capability↗04
Connected workflows
Connect your existing tools so information moves between them and routine tasks happen automatically.
- Commonly used for
- Teams that already have useful tools but still copy information by hand.
- Common systems
- Forms, CRM, email, finance, project, support, and reporting connections.
- What it can include
- Move a lead, booking, order, approval, or employee record to the next team or system.
View this capability↗05
AI assistants & document tools
Help people find answers in company information, extract details from documents, and prepare work for review.
- Commonly used for
- Teams with repeated questions, incoming files, or document-heavy work.
- Common systems
- Knowledge assistants, document intake, support drafting, and review workflows.
- What it can include
- Find answers, extract details, prepare a draft, and leave the final decision with a person.
View this capability↗06
Dashboards & reporting
Bring information from different systems into a clear view of what is happening and what needs attention.
- Commonly used for
- Leaders and teams who need a shared view of work, status, and exceptions.
- Common systems
- Sales, service delivery, operations, workload, finance, and management dashboards.
- What it can include
- See current status, pipeline, workload, approvals, and exceptions in one view.
View this capability↗