Property & construction
Connect enquiries, buyer records, construction milestones and finance. Explore implementation services alongside the Proptivio product.
Engineering better business processes
Solutions shaped around your business process
Find a starting point for your industry or team, then connect the relevant CRM, accounting, messaging and operational workflows.
HR, payroll & claims
Connect employee requests with payroll, project costs and accounting records. Explore conversational HR and structured payroll workflows.
E-commerce & customer service
Bring marketplace orders and customer conversations into your CRM so your team can follow up from a shared record.
Finance & renewals
Connect accounting setup, migration, recurring subscriptions and document workflows. Define the records and approvals your finance team needs.
Purchasing & documents
Structure site requests and supplier documents, then review the purchasing and accounting records that follow.
Approvals & reporting
Discuss approval rules, access permissions and the records your managers need to review. We scope these around your existing systems and team responsibilities.