Feature spotlights

Contact Management

Capture and record all the details about your customer and share with others in your organization.

Document Management

Link documents to a customer and track the status of approvals, quotes, etc.

Data Security Compliant

Compliant with all local legislations and laws regarding security of personal information and data.


Subscribe to additional functionality only when you need it through the Marketplace.

Technical details

Software requirements

Clients can run on several platforms. These are the recommended versions:

  • macOS 10.13 or later
  • Windows 7 Service Pack 1 - With .NET Framework 4.7.2 or later
  • iOS 10 or later
  • Android 8 Oreo (API level 26)

Hardware requirements

4 GB RAM, a 1.5 GHz CPU and a 100 Mb/s network are recommended. If other applications are used at the same time, more CPU and memory may be needed.

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