Complete Module Catalog
160+ modules.
Every one included.
No upsells. No module tiers. Every capability listed below ships with your workspace on day one. Finance, HR, CRM, Projects, Compliance, AI — all of it.
Module Area 01
Projects & Programme Management
End-to-end delivery management for every project type — simple tasks to multi-phase programmes.
Projects Hub
Central project registry with status tracking, budget allocation, RAG reporting, and milestone linking. Each project record stores status, budget, actual_cost, start_date, end_date, workspace_id, and owner_id in the projects table. Projects link directly to tasks, invoices, expenses, and resource assignments.
Kanban Board
Drag-and-drop task board with customisable swim lanes, WIP limits, card colour coding, blocked indicators, and cycle time metrics. Cards link to assignees, projects, sprints, and due dates. Supports multi-project view and personal queue filters. Permission: MANAGE_TASKS, VIEW_TASKS.
Sprint Planning
Agile sprint management with backlog grooming, velocity tracking, story point allocation, burn-down charts, sprint review records, and retrospective notes. Each sprint stores sprint_number, start_date, end_date, velocity, committed_points, completed_points. Burn-down calculated in real time against total sprint scope.
Portfolio View
Cross-project portfolio dashboard aggregating budget vs. actual, overall RAG status, resource utilisation, and milestone completion percentages across all active projects. Filters by department, project type, owner, and date range. Ideal for PMO oversight and board-level reporting.
Milestones & Deliverables
Milestone registry per project with due dates, owner assignments, completion confirmation, and dependency chaining. Milestones appear on the project timeline, roll up into portfolio views, and can trigger automated notifications when overdue. Linked to client deliverable signoff workflows.
Work Breakdown Structure
Hierarchical WBS builder for decomposing projects into work packages and tasks. Each node carries budget allocation, responsibility assignment, and percent-complete tracking. WBS rolls up to project-level progress automatically. Export to indented text or structured JSON for integration with external PM tools.
Earned Value Management
Full EVM calculations: Planned Value (PV), Earned Value (EV), Actual Cost (AC), Schedule Variance (SV = EV − PV), Cost Variance (CV = EV − AC), SPI, and CPI. Forecasts Estimate at Completion (EAC) and Estimate to Complete (ETC) dynamically as tasks complete. Ideal for government contracts and fixed-price engagements requiring formal cost performance reporting.
Risk Register
Project-level risk log with probability × impact scoring (5×5 matrix), risk owner assignment, mitigation plan capture, residual risk tracking, and escalation thresholds. Risks rated Critical (≥20), High (12–19), Medium (6–11), Low (<6). Links to the enterprise Risk Heatmap module for portfolio-level risk aggregation.
Project Charter & Closure
Structured charter template capturing project purpose, scope statement, out-of-scope items, key stakeholders, success criteria, and sign-off approvals. Closure report captures actual vs. planned performance, lessons learned, and formal client acceptance. Both documents stored in DMS and linked to the project record.
Change Log
Formal change request register per project. Each change request captures description, impact assessment, cost delta, schedule delta, requester, approver, and status. Approved changes auto-update project budget and timeline baselines. Full audit trail with timestamp, user, and before/after values.
Task Management
Granular task tracking with priority levels, due dates, assignees, subtasks, time estimates, time logged, blockers, comments, and file attachments. Tasks flow into Kanban and Sprint modules. Supports recurring tasks, task templates, and bulk assignment. Personal task view filters to current user's queue across all projects.
Resource Planning
Workforce allocation planner showing utilisation percentages across projects per team member. Allocation stored as hours/week per project assignment. Capacity view highlights over-allocation (>100%) in red. Integrates with HR module to respect leave bookings in availability calculations. Permission: MANAGE_RESOURCE_ALLOCATION.
Module Area 02
Finance & Performance
Complete financial management from invoice to board-level P&L — all in one ledger.
Invoice Manager
Full invoice lifecycle: draft → sent → viewed → partial → paid → overdue. Stores invoice_number, client_id, project_id, line_items (JSONB), subtotal, tax_rate, tax_amount, total, currency, due_date, paid_date. Supports multi-currency, tax rules per client jurisdiction, PDF generation, and payment reminders. Permission: VIEW_ALL_INVOICES, CREATE_INVOICE, APPROVE_INVOICE.
Budget Planner
Annual and project budget creation with category breakdowns, phased allocation by month/quarter, and real-time variance tracking. Budget records store budget_type (annual/project/department), period_start, period_end, total_budget, allocated_amount, spent_amount, variance. KPI thresholds: On Target ≥95% of budget utilised properly, Near Target 75–95%, Off Target <75%. Permission: MANAGE_BUDGETS.
Expense Tracker
Employee expense submission, approval workflow, and reimbursement tracking. Each expense stores amount, currency, category, project_id, receipt_url, submitted_by, approved_by, status. Multi-level approval routing based on amount thresholds. Integrates with payroll for reimbursement in next pay run. Receipt OCR scanning via AI module.
P&L Dashboard
Real-time Profit & Loss view aggregating all revenue (invoices paid), direct costs (project expenses, procurement), and operating costs (payroll, overheads). Drill-down by department, project, client, or cost centre. Monthly comparison charts and year-to-date summaries. Export to CSV for accountant handoff. Permission: VIEW_FINANCIAL_REPORTS.
General Ledger
Double-entry bookkeeping ledger with chart of accounts, journal entries, trial balance, and period-end close process. Chart of accounts uses standard classification: 1xxx Assets, 2xxx Liabilities, 3xxx Equity, 4xxx Revenue, 5xxx COGS, 6xxx Operating Expenses. Journal entries carry debit_account, credit_account, amount, reference, posted_by, posted_at.
Accounts Payable / Receivable
AP aging report showing outstanding vendor invoices by 0–30, 31–60, 61–90, 90+ day buckets. AR aging showing client receivables by same buckets. Automated dunning sequence for overdue AR: reminder at 7 days, escalation at 21 days, final notice at 45 days. AP approval workflow with payment run batching. Permission: MANAGE_AP_PAYMENTS.
Cash Flow Forecast
13-week rolling cash flow forecast combining confirmed AR collections (from invoice due dates), payroll run dates, AP payment schedules, and committed purchase orders. Stores forecast_date, opening_balance, inflows (JSONB array), outflows (JSONB array), closing_balance. Visual waterfall chart shows weekly cash position. Alerts when projected balance drops below configurable threshold.
Asset Depreciation
Fixed asset register with depreciation schedule calculation using Straight-Line, Declining Balance, or Units of Production methods. Each asset stores asset_name, purchase_date, purchase_cost, useful_life_years, salvage_value, depreciation_method, accumulated_depreciation, net_book_value. Monthly depreciation entries post automatically to GL. Disposal workflow records gain/loss on sale.
VAT & Tax Management
VAT return preparation with input/output tax reconciliation, EC sales list support, and reverse charge handling. Tax codes configurable per jurisdiction. Stores all taxable transactions with tax_code, tax_rate, tax_amount, reporting_period. Generates VAT return summary ready for HMRC or local authority submission. Permission: MANAGE_TAX_RECORDS.
Treasury & Credit Control
Bank account register with statement reconciliation, cash pooling view, and FX exposure summary for multi-currency operations. Credit control module maintains customer credit limits, payment terms, and credit hold status. Automated alerts when customer balance exceeds credit limit. Integration with AR module for real-time exposure tracking.
Module Area 03
Procurement & Vendor Management
Controlled purchasing from requisition to payment, with full vendor relationship management.
Purchase Requisitions
Employee purchase requests with multi-level approval routing based on amount thresholds and department. Stores requisition_number, requested_by, department_id, items (JSONB), total_amount, justification, approval_chain (JSONB array), status. Approved requisitions auto-convert to Purchase Orders. Permission: CREATE_PURCHASE_REQUISITION, APPROVE_PURCHASE_ORDER.
Purchase Orders
Full PO lifecycle from creation through goods receipt to vendor invoice matching. Three-way match: PO quantity vs. goods received note vs. vendor invoice. Discrepancies flagged for review before payment release. PO stores po_number, vendor_id, delivery_address, payment_terms, line_items, total_value, goods_received, invoice_matched.
Vendor Registry
Centralised vendor database with contact details, payment terms, bank details (encrypted), tax registration numbers, compliance certification status, preferred currency, and performance scores. Vendor onboarding workflow includes document collection and approval. Performance scoring aggregates delivery punctuality, invoice accuracy, and quality metrics. Permission: MANAGE_VENDORS.
Spend Analytics
Procurement spend dashboard by vendor, category, department, and project. Identifies top 10 vendors by spend, spend trend over 12 months, category breakdown, and savings opportunities. Highlights single-source suppliers (risk) and contract renewal dates approaching within 90 days. Export to CSV for strategic sourcing review.
Contract Management
Vendor contract repository with start/end dates, auto-renewal flags, contract value, SLA terms, key contact references, and renewal notification workflows. Contracts stored in DMS with version control. Expiry calendar shows all contracts due in next 30/60/90 days. Links to vendor performance data for renewal negotiation context.
Supplier Scorecard
Structured vendor performance review system with configurable KPIs: on-time delivery %, invoice accuracy %, quality defect rate, responsiveness score. Quarterly review cycle with historical trend charts. Scorecards stored per vendor with date stamping. Low-scoring vendors flagged for performance improvement plan or replacement review. Permission: MANAGE_SUPPLIER_PERFORMANCE.
Module Area 04
Human Resources & Workforce
Complete people operations from recruitment to payroll, including compliance and performance.
Employee Directory
Master employee registry with personal details (encrypted PII fields), employment start date, contract type, department, line manager, job title, work location, and employment status. Profile includes emergency contacts, bank details (encrypted), right-to-work document status, and equipment assignments. Permission: VIEW_EMPLOYEE_RECORDS, MANAGE_EMPLOYEE_RECORDS.
Recruitment ATS
Full Applicant Tracking System with 8-stage pipeline: Applied → Screening → Interview 1 → Interview 2 → Assessment → Offer → Hired → Rejected. Each application stores candidate_name, email, phone, position_id, stage, source, cv_url, notes, interview_scores (JSONB), offer_amount. Drag-and-drop pipeline board. Email templates per stage. Interview scheduling with calendar integration. Permission: MANAGE_RECRUITMENT.
Leave Management
8 leave types: Annual, Sick, Personal, Maternity, Paternity, Bereavement, Unpaid, Remote Work. Each request stores employee_id, leave_type, start_date, end_date, days_requested (calculated as ceil((end − start) / 86400000) + 1), status, approved_by. Manager approval workflow with team calendar view. Entitlement tracking with carry-over rules. Leave feeds into resource planning for availability calculations. Permission: APPROVE_LEAVE_REQUESTS.
Payroll Management
Payroll run engine supporting UK tax codes (1257L, BR, D0, NT, etc.), National Insurance categories (A, B, C, H, J, M), student loan deductions (Plan 1, Plan 2, Postgrad), pension scheme contributions (employee + employer), and statutory payments (SSP, SMP, SPP). Each payslip stores gross pay, all deductions itemised, net pay, employer NI, employer pension. Run confirmation triggers reimbursement settlement. Permission: MANAGE_PAYROLL, VIEW_PAYROLL_SUMMARY.
Performance Management
360-degree performance review cycles with configurable review periods (annual, bi-annual, quarterly), self-assessment forms, manager assessments, peer feedback collection, and calibration session tracking. Ratings aggregated across categories into overall score. Development plans linked to individual review outcomes. Performance data feeds OKR and L&D modules. Permission: MANAGE_PERFORMANCE_REVIEWS.
Learning & Development
Training programme catalogue with course records, enrollment management, completion tracking, competency mapping, certification expiry alerts, and mandatory training compliance monitoring. Each course stores title, provider, duration_hours, cost, expiry_months, mandatory_for_roles (array). CPD hours tracked per employee. Non-compliant employees flagged in compliance dashboard. Permission: MANAGE_TRAINING.
Onboarding & Offboarding
Checklist-driven workflows for new hire onboarding and employee departures. Onboarding tasks include: system access provisioning, equipment issuance, compliance document signing, benefits enrolment, and orientation scheduling. Offboarding tasks: access revocation, equipment return, exit interview scheduling, final payroll calculation, and reference provision. Each task assigned to owner with due date and completion confirmation.
HR Analytics
Workforce analytics dashboard tracking headcount by department/location, turnover rate (voluntary/involuntary), time-to-hire by role, cost-per-hire, absence rate, average salary by grade, gender pay gap metrics, and diversity indicators. All metrics calculated from live HR data. Monthly trend charts and year-over-year comparisons. Export for board HR report. Permission: VIEW_HR_ANALYTICS.
Shift & Roster Planning
Shift pattern management for businesses with variable working hours. Define shift templates (early, late, night, weekend), assign to departments, publish rosters weekly, and track actual vs. planned attendance. Swap requests handled through approval workflow. Overtime calculation feeds payroll module automatically. Works alongside leave module to prevent understaffing during peak leave periods.
Employee Relations & Grievances
Case management for disciplinary processes, grievance handling, and formal HR proceedings. Each case stores case_type (disciplinary/grievance/capability), employee_id, raised_date, summary, investigation_notes, outcome, appeal_status. Strict access control — only HR Manager and above can view case details. Full audit trail with immutable record keeping. Permission: MANAGE_DISCIPLINARY_CASES.
Module Area 05
CRM & Customer Success
Full commercial pipeline from first contact to closed-won, with ongoing account management.
Contacts & Accounts
Contact registry for individuals and companies. Each crm_contacts record stores name, email, phone, company, title, source, tags (array), account_manager_id, last_contacted_at. Activity timeline shows all calls, emails, meetings, and notes in chronological order. Duplicate detection on email and phone. Bulk import from CSV. Permission: MANAGE_CRM_CONTACTS.
Sales Pipeline
6-stage opportunity pipeline: Prospecting → Qualification → Proposal → Negotiation → Closed Won → Closed Lost. Each opportunity stores title, contact_id, company, value, currency, stage, probability, expected_close_date, owner_id. Pipeline value forecasting weights opportunities by probability. Win/loss analysis tracks close rate by source, owner, and sector. Permission: MANAGE_OPPORTUNITIES.
Campaign Management
Outbound campaign planning and tracking. Campaign records store name, type (email/event/social/direct), target_segment, budget, actual_spend, leads_generated, opportunities_created, revenue_influenced. Campaign ROI calculated automatically. Leads generated in campaigns auto-create CRM contacts and link to the campaign source. Permission: MANAGE_MARKETING_CAMPAIGNS.
Sales Analytics
Revenue analytics dashboard: total pipeline value, average deal size, conversion rate by stage, sales cycle length, quota attainment per rep, monthly new business vs. expansion vs. renewal, and churn analysis. Funnel visualisation with stage-to-stage conversion rates. Cohort analysis of customers by acquisition month. Permission: VIEW_SALES_ANALYTICS.
Customer Support Tickets
Issue ticketing system for customer-reported problems and requests. Tickets store ticket_number, contact_id, subject, description, priority, category, assigned_to, status, resolution_notes, time_to_resolve. SLA tracking with breach alerts. Escalation rules based on priority and age. Knowledge base linkage for self-service deflection. Permission: MANAGE_SUPPORT_TICKETS.
Account Management
Ongoing customer account health tracking with NPS scores, contract renewal dates, product usage metrics, and engagement history. Account health score calculated from payment behaviour, support ticket volume, and engagement frequency. At-risk accounts flagged automatically for proactive outreach. Renewal pipeline integrated with Finance for revenue forecasting. Permission: MANAGE_ACCOUNT_PORTFOLIOS.
Module Area 06
Documents & Knowledge Management
Structured document storage with version control, workflow approvals, and intelligent search.
Document Management System
Centralised DMS with 8 pre-configured cabinets: HR Documents, Finance Records, Legal, Operations, Projects, Governance, IT, and Policies. Documents store title, cabinet_id, file_url, file_type, version, status, owner_id, expiry_date, tags. Full-text search across all document metadata and names. Access control per cabinet by role. Expiry alerts for time-sensitive documents. Permission: MANAGE_DOCUMENTS.
Version Control
Document versioning with immutable history of every published version. Version records capture version_number, uploaded_by, uploaded_at, change_summary, file_url. Rollback to any prior version. Side-by-side version comparison for text documents. Draft/review/published workflow prevents unapproved versions from being visible to non-editors. Major vs. minor version distinction (1.0, 1.1, 2.0).
E-Signature Workflows
Document signing workflow for contracts, policy acknowledgements, and formal approvals. Signature requests sent to named recipients with deadline. Each signature records signer_name, signed_at, ip_address, signature_data. Signed document stored as immutable record with full chain of custody. Countersigning supported for multi-party agreements. Audit log of all view, sign, and decline events. Permission: MANAGE_DOCUMENT_SIGNATURES.
Knowledge Base
Internal wiki and knowledge repository with structured article hierarchy, tagging, search, and read-count analytics. Articles support rich text (headings, tables, code blocks, embedded images). Editor assigns articles to categories and subcategories. Draft/published status. Article revision history. Related article suggestions. Used for policy storage, procedures, SOPs, and support resolution guides.
Forms & Data Collection
No-code form builder for creating internal data collection workflows: incident reports, supplier assessments, customer feedback, onboarding forms, and custom checklists. Form fields include text, dropdown, multi-select, date, file upload, and signature. Responses stored as structured records with automatic workspace scope. Exportable to CSV. Conditional logic (show field if previous answer = X). Permission: MANAGE_FORMS.
Module Area 07
Compliance, Audit & Governance
Framework-mapped controls, internal audit programmes, and enterprise risk — all in one governance layer.
Compliance Tracker
Multi-framework compliance monitoring: ISO 27001, GDPR, SOC 2 Type II, HIPAA, PCI DSS, NIST CSF. Each control stores framework, control_id, control_title, owner_id, status (compliant/in-progress/non-compliant), evidence_url, review_date, next_review_date. Dashboard shows overall framework compliance % and control status breakdown. Evidence attachment per control. Non-compliant controls flagged with escalation path. Permission: MANAGE_COMPLIANCE.
Internal Audit
Audit programme management from planning through fieldwork to final report. Audit records: audit_name, audit_type (financial/operational/IT/compliance), auditor_id, scope, start_date, end_date, status. Finding records: finding_title, severity (critical/high/medium/low), root_cause, recommendation, management_response, due_date, resolved_at. Follow-up tracking until finding closed. Audit analytics dashboard tracks open findings by age and severity. Permission: MANAGE_AUDITS.
Risk Management
Enterprise risk register with 5×5 probability × impact scoring matrix. Scores: Critical ≥20, High 12–19, Medium 6–11, Low <6. Risk records: risk_title, category (strategic/operational/financial/compliance/reputational), probability (1–5), impact (1–5), risk_score, owner_id, mitigation_plan, residual_probability, residual_impact, residual_score, status. Heatmap visualisation by inherent vs. residual risk. Escalation when residual score remains high after mitigation. Permission: MANAGE_RISK_REGISTER.
Data Governance & GDPR
GDPR operational toolkit: data processing register (Article 30 records), consent management, Data Subject Access Request (DSAR) workflow (30-day clock), Privacy Impact Assessment (DPIA) templates, data retention schedules, and breach notification workflow. DSAR tracker logs receipt date, due date, extensions, and fulfilment. Breach records capture discovery date, notification dates (72-hour ICO window), affected data subjects count, and remediation steps.
Ethics & Whistleblowing
Anonymous whistleblowing submission portal with encrypted case storage. Cases assigned to designated reviewers only. Submissions store only the report content and a random case reference number — no IP address or user association retained. Case investigation workflow with confidential status updates. Outcome recording. Fully isolated from standard audit trail to protect reporter identity. Permission: MANAGE_WHISTLEBLOWING_CASES (HR Manager / Chief Compliance Officer only).
ESG Reporting
Environmental, Social, and Governance metrics tracking. Environmental: Scope 1, 2, 3 emissions (tCO₂e), energy consumption, water usage, waste generated. Social: headcount diversity, pay gap, training hours, community investment. Governance: board composition, policy review cadence, compliance scores. Annual ESG report generation with trend charts and benchmark comparisons. Frameworks: GRI, TCFD, SFDR alignment indicators. Permission: MANAGE_ESG_REPORTS.
Module Area 08
Analytics, Reporting & AI
From operational dashboards to AI-assisted intelligence — insight at every layer of the business.
Executive Dashboard
C-suite overview aggregating KPIs across Finance, Projects, HR, CRM, and Compliance into a single real-time view. Configurable KPI cards with threshold indicators: On Target (≥95%), Near Target (75–95%), Off Target (<75%). Drill-down to source modules from any metric. Supports custom dashboard layouts per executive role. Scheduled PDF snapshots for board packs. Permission: VIEW_EXECUTIVE_DASHBOARD.
AI Assistant
Workspace-scoped AI assistant that answers questions using your live business data. Query examples: "What is our current cash position?", "Which projects are running over budget?", "Who hasn't completed mandatory training?". Answers sourced from live Supabase data — not static documentation. All queries and responses logged for audit purposes. The AI cannot modify data — read-only access enforced at database layer. Permission: USE_AI_ASSISTANT.
Custom Report Builder
No-code report builder for creating custom data extracts and visualisations. Select data source, choose fields, apply filters, group by dimensions, and choose chart type (bar, line, pie, table). Save reports for reuse. Schedule automated email delivery of report snapshots. Reports respect RBAC — fields the requesting user cannot access are excluded automatically. Permission: CREATE_CUSTOM_REPORTS.
Predictive Forecasting
Statistical forecasting for revenue (based on pipeline × probability), cash flow (from confirmed obligations and AR), headcount (from active job requisitions and attrition rate), and project completion (from velocity and remaining scope). Forecasts displayed as confidence ranges (50th, 75th, 90th percentile). Model parameters configurable. Historical accuracy tracked per forecast type to improve model calibration over time.
KPI Framework
Configurable KPI library with 50+ pre-built metrics across all business domains. Each KPI stores name, formula, data_source, frequency (daily/weekly/monthly), target_value, on_target_threshold, warning_threshold, unit (%, £, count, days). KPIs assigned to owners. Threshold breaches trigger notification to owner and manager. KPI performance feeds OKR module for key result tracking.
Business Intelligence Hub
Centralised BI layer integrating all module data into a queryable analytical view. Cross-module analysis: project profitability (revenue minus all project costs), employee cost per project, customer lifetime value, vendor spend efficiency. Comparison analytics across time periods, departments, and projects. Data accessible via the Report Builder or AI Assistant. Underlying data refreshes from live Supabase tables without ETL delay.
Module Area 09
Facilities, Operations & Infrastructure
Physical asset management, IT service delivery, and operational continuity in one place.
Facilities Management
Site and space management with floor plans, desk/room booking, maintenance request tracking, and contractor management. Assets include HVAC, elevators, fire systems, and utilities. Each maintenance request: asset_id, issue_description, priority, assigned_contractor, scheduled_date, completed_date, cost. Preventive maintenance schedules auto-generate work orders on set intervals. Permission: MANAGE_FACILITIES.
IT Service Management
ITIL-aligned ITSM module with incident management, problem management, change advisory board (CAB) workflow, and service catalogue. Incidents classified by impact and urgency into priority matrix. SLA tracking with escalation. Problem records link recurring incidents to root cause investigations. Change requests require CAB approval before implementation. CI/CMDB tracks all configuration items (servers, software, network devices). Permission: MANAGE_IT_INCIDENTS.
Asset & Equipment Registry
Physical and digital asset register for all company equipment. Each asset: asset_tag, type, make, model, serial_number, purchase_date, purchase_cost, current_location, assigned_to, warranty_expiry, condition. Assets assigned to employees or locations. Warranty expiry alerts. Disposal workflow records method and value. Links to Financial module for depreciation calculation. Permission: MANAGE_ASSETS.
Inventory & Supply Chain
Stock level management with reorder point alerts, stock movement history, warehouse/location tracking, and supplier lead time data. Each SKU: sku_code, name, category, unit_cost, quantity_on_hand, reorder_point, reorder_quantity, preferred_supplier_id. When quantity falls below reorder point, auto-generates purchase requisition. Valuation methods: FIFO, LIFO, or Weighted Average. Permission: MANAGE_INVENTORY.
Fleet Management
Company vehicle register with MOT/service due date tracking, fuel logging, driver assignment history, mileage recording, and insurance document storage. Maintenance costs tracked per vehicle and posted to GL under fleet operating cost category. Driver licence validity checked against renewal dates. Vehicles approaching MOT or service due dates trigger automated alerts. Permission: MANAGE_FLEET.
Business Continuity & DR
Business Continuity Plan (BCP) and Disaster Recovery (DR) management. BCP documents store critical processes, recovery time objectives (RTOs), recovery point objectives (RPOs), responsible owners, and last tested dates. DR tests logged with outcomes and gap findings. Crisis management contact list with escalation paths. BCP review alerts when last test or review date exceeds configured threshold. Permission: MANAGE_BCP.
Module Area 10
Specialised Modules
Purpose-built tools for organisations with specific operational needs — all included in the same subscription.
Legal Matter Management
Internal legal case and matter register. Each matter: matter_number, matter_type (litigation/contract/regulatory/IP), counterparty, external_counsel, estimated_exposure, status, key_dates (array of milestones). Legal spend tracked against matter. Documents stored in DMS Legal cabinet. Deadline calendar with court date alerts. Privilege-protected notes accessible only to Legal Manager role. Permission: MANAGE_LEGAL_MATTERS.
Quality Management
Non-conformance (NCR) reporting, corrective action (CAPA) tracking, customer complaint management, and quality audit scheduling. Each NCR: ncr_number, description, severity, root_cause_analysis, corrective_action, preventive_action, owner_id, target_date, status. Quality KPIs: first-pass yield, defect rate, CAPA close rate, complaint response time. ISO 9001 audit checklist support. Permission: MANAGE_QUALITY_RECORDS.
Events Management
End-to-end event planning from concept to post-event review. Events store name, date, venue, capacity, budget, actual_cost, attendee_count, status. Attendee registration with ticket types (paid/complimentary/staff). Budget tracking integrates with Finance module. Vendor bookings linked to Procurement. Post-event survey results and ROI calculation stored. Recurring event support. Permission: MANAGE_EVENTS.
Grants & Funding Management
Grant application tracking and active grant management. Application records: grant_name, funder, applied_amount, awarded_amount, application_date, decision_date, status. Active grant management: spend tracking against grant budget lines, reporting milestone calendar, compliance condition monitoring. Restricted fund accounting integrates with GL to segregate grant expenditure. Permission: MANAGE_GRANTS. Useful for charities, research institutions, and public sector.
OKRs & Strategic Goals
Objectives and Key Results framework with company → department → individual hierarchy. Each Objective: title, owner_id, level (company/dept/individual), period (Q1/Q2/Q3/Q4/annual), status. Each Key Result: metric_name, start_value, target_value, current_value, progress_pct. Check-in cadence (weekly/bi-weekly) with confidence scoring. OKR progress feeds Executive Dashboard. Alignment view shows how team OKRs cascade from company objectives. Permission: MANAGE_OKRS.
Insurance & Claims
Corporate insurance policy register with coverage types (public liability, employer liability, PI, D&O, cyber, property), policy numbers, insurer, coverage limits, premium amounts, and renewal dates. Claims register tracks incident date, claim reference, value claimed, outcome, and settlement amount. Renewal alerts prevent policy lapses. Premium costs post to GL under insurance expense. Useful for legal and compliance teams managing risk transfer strategy.
Complete List
Every module at a glance
160+ named modules across 10 areas. All available from day one.
- Projects Hub
- Kanban Board
- Sprint Planning
- Portfolio View
- Milestones & Deliverables
- Work Breakdown Structure
- Earned Value Management
- Risk Register
- Project Charter & Closure
- Change Log
- Task Management
- Resource Planning
- Invoice Manager
- Budget Planner
- Expense Tracker
- P&L Dashboard
- General Ledger
- Accounts Payable / Receivable
- Cash Flow Forecast
- Asset Depreciation
- VAT & Tax Management
- Treasury & Credit Control
- Purchase Requisitions
- Purchase Orders
- Vendor Registry
- Spend Analytics
- Contract Management
- Supplier Scorecard
- Employee Directory
- Recruitment ATS
- Leave Management
- Payroll Management
- Performance Management
- Learning & Development
- Onboarding & Offboarding
- HR Analytics
- Shift & Roster Planning
- Employee Relations & Grievances
- Contacts & Accounts
- Sales Pipeline
- Campaign Management
- Sales Analytics
- Customer Support Tickets
- Account Management
- Document Management System
- Version Control
- E-Signature Workflows
- Knowledge Base
- Forms & Data Collection
- Compliance Tracker
- Internal Audit
- Risk Management
- Data Governance & GDPR
- Ethics & Whistleblowing
- ESG Reporting
- Executive Dashboard
- AI Assistant
- Custom Report Builder
- Predictive Forecasting
- KPI Framework
- Business Intelligence Hub
- Facilities Management
- IT Service Management
- Asset & Equipment Registry
- Inventory & Supply Chain
- Fleet Management
- Business Continuity & DR
- Legal Matter Management
- Quality Management
- Events Management
- Grants & Funding
- OKRs & Strategic Goals
- Insurance & Claims
Ready to explore?
Every module. One workspace. One price.
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