Features

Grow your organization's memory.

List your contacts and record your interactions with them.

• • Person, organization, or household contacts
• • Create notes, task lists, and attach files to contacts
• • History of appointments, communications, and orders
• • Optionally, custom qualification forms

The beating heart of your organization.

Schedule appointments and events, assign tasks, and open discussion threads with your collaborators or external partners.

• • Event calendar with participant management
• • Dynamic management of notes and tasks with reminders and discussions
• • Optionally, team privacy to limit visibility
• • Optionally, custom forms to structure information gathering

Clearly document your list of products and services.

Build your own catalog and your suppliers', and share them across the network.

• • Catalogs of products, services, and resources
• • Product variants by packaging or price
• • Product images and descriptions, customizable categories and tags
• • Optionally, custom qualification and activity forms

Collect the data you want, entirely on your own.

Create and edit forms for contacts, products, events, participants, orders, and more.

• • Customize your database with the information that matters
• • Create and edit your forms with a simple move of the mouse
• • Export responses and analyze them off-platform
• • Create surveys by pairing a form with a communication

Your complete history of procurement and distribution.

Record your incoming and outgoing orders and keep track of them.

• • Multi-product orders with logistics and financial statuses
• • Templates to create a new order in a few clicks
• • Optionally, invoice and payment creation
• • Optionally, receiving, picking, and shipping of goods

Your revenue and expenses, right inside the platform.

Create invoices and record your customers' payments.

• • Multi-order invoices, multi-invoice orders
• • Discount and surcharge management
• • Export invoices to your accounting system
• • Customizable payment methods and online payment via Stripe

An integrated solution for your logistics operations.

Keep precise track of your stock, record every movement, and measure losses.

• • Receiving, picking, and shipping of order lines
• • Processing and repackaging
• • Multi-hub and multi-temperature warehousing
• • Printing of picking slips and transport slips

Track your goods every step of the way.

Plan and optimize your routes, on your own or collaboratively.

• • One-off or recurring pickup and delivery routes
• • Order assignment and route calculation
• • Calendar for vehicle, driver, trailer, tablet, and more
• • Carpooling option with members of your network

Speak up, communicate beyond your organization.

Send email campaigns to thousands of recipients while keeping the history of every interaction.

• • Outbound communications for mass email sending
• • Inbound communications linked to the relevant contacts
• • Send newsletters by combining a campaign with web publications
• • Send surveys by combining a campaign with a custom form

Your organization's internal knowledge base.

Save files, publications, or notes and share them with your community.

• • Save and quickly find your files and attachments
• • Create publications for internal use or for the web
• • Link documents to contacts, notes, or communications
• • Optionally, add team privacy to certain documents

Choose who sees what in your organization.

Restrict access to certain information to keep your work and your dealings confidential.

• • Privacy applied to notes, activities, and documents
• • Note privacy extends to attachments and forms
• • Each user can belong to several teams
• • Privacy limits the information shared with your network

To distribute resources fairly and according to everyone's needs.

Send offers and requests to your partners, negotiate each agreement, create the corresponding orders and invoices.

• • Creation of offers from the catalog, inventory, or an order
• • Tracking of recipients' responses and counter-proposals
• • Fair-distribution calculation based on weightings
• • Full integration with invoicing and logistics management

Together, optimize your procurement.

Order together to get better prices and make local buying easier.

• • Share a reference catalog and collect everyone's needs
• • Aggregate needs to create a supplier order
• • Split the supply among the requesters
• • Invoice each one according to their share of the group purchase

The collaborative economy made easy.

An underused vehicle, space, or piece of equipment? Share it with your circle of trust.

• • Create an availability calendar shared with your network
• • Receive negotiable reservation requests
• • Convert accepted requests into billable orders
• • Explore the resources shared by your network

Spare truck space becomes an opportunity.

Share your trips across the network to drive at full capacity.

• • Broadcast your planned trips to your trusted network
• • Receive parcel carpooling proposals
• • Depending on the time and distance of the detour, accept or decline the proposal
• • The original route is recalculated to include the new stops

Tools for collective intelligence.

Share documents with your network and build a common foundation of knowledge.

• • Select files, publications, or videos to share within the network
• • Distribute to selected recipients
• • Keep documents updated over time
• • Cross-organization discussions on shared content