Your system Empty system CRM Customer Portal Project Management Marketing Platform ERP Extension Internal Business System Start over
CRM Who you deal with, and everything that has happened with them. Contacts 45 dbits People, their roles, and the history of every exchange with them. Companies 40 dbits Organisations, their sites and the people attached to each. Activities 35 dbits Calls, meetings and follow-ups logged against the contact they belong to. Calendar 25 dbits Shared calendars and booking, readable across teams. Opportunities 55 dbits Open deals with a value, a stage and an owner. Sales From what you sell to what was ordered. Products 75 dbits The catalogue you sell from, with variants, units and prices. Quotes 85 dbits Priced offers built from the product catalogue and sent for acceptance. Orders 95 dbits Accepted sales, their lines, and the fulfilment state of each. Pipelines 60 dbits Named stages an opportunity moves through, with rules per stage. Projects Work planned, delegated and tracked to completion. Projects 70 dbits Phases, milestones and owners for a body of work. Tasks 55 dbits Assignable work with status, deadline and context. Time Tracking 40 dbits Hours booked against the task they were spent on. Deliverables 35 dbits What the project owes, and whether it has been handed over. Resource Planning 65 dbits Who and what is available, and where they are already committed. Finance Money in, money out, and the record of both. Transaction Management 70 dbits Every payment and payout as a first-class record, whatever moved it. Ledger 80 dbits Double-entry bookkeeping over those transactions. Invoicing 90 dbits Issue, send and settle invoices, posted straight to the ledger. Budget 55 dbits Planned spend per period, compared against what actually happened. Cost Centers 35 dbits Split a budget by department, site or team. Customer Portal The part of the system your customers use themselves. Customer Portal 110 dbits A branded, authenticated surface showing each customer their own data. Self-Service 60 dbits Customers update details, place requests and track them without calling. Document Sharing 45 dbits Files exchanged in both directions, with a record of who saw what. Ticketing 65 dbits Support cases raised from the portal and worked in the system. Marketing Reaching people, and knowing which reach worked. Campaigns 70 dbits Audiences, sends and results per campaign. Email Automation 85 dbits Sequences that fire on what a contact did rather than on a schedule. Landing Pages 50 dbits Published pages with forms that write into the system directly. Lead Scoring 55 dbits Rank contacts by the behaviour that predicts a sale. Integrations The systems yours has to talk to. Stripe 45 dbits Card payments, settled and reconciled into your transactions. Swish 40 dbits Swedish instant payments and payouts, both directions. BankID 35 dbits Identify and sign with Swedish BankID. Microsoft 365 55 dbits Mail, calendar and files from the accounts your staff already use. Fortnox 50 dbits Push the ledger into Fortnox and pull back what accounting posted. AI Work the system does instead of asking you to. AI Assistant 120 dbits Ask the system questions about your own data and act on the answers. AI Search 65 dbits Find records by describing them rather than by knowing their fields. AI Automation 95 dbits Rules written in plain language, run against every incoming record. AI Analytics 80 dbits Explanations of what changed in the numbers, not just the numbers. 