CompanyMesh modules

crm.contacts Customers & contacts Everything you know about your customers, in one place. crm.leads Prospecting & lead capture Every request captured, qualified and followed up without delay. crm.pipeline Pipeline & opportunities Every deal in its place, every stage under control. crm.quotes Quotes & sales proposals Polished proposals, sent in minutes. crm.pricing Pricing & margins The right price, the right margin, on every quote. crm.agenda Calendar & appointments Appointments that book themselves. crm.marketing Marketing & campaigns The right message, to the right customers, at the right time. crm.portal Customer portal Your customers follow their project on their own.

comms.mail Built-in email Your emails, finally filed in the right place. comms.phone Telephony & CTI The phone rings, the customer record opens. comms.chat Internal & real-time messaging Your team talks, right where the work is. comms.visio Sovereign video conferencing Your online meetings, on your own infrastructure.

erp.billing Invoicing Accurate invoices, sent on time, paid faster. erp.einvoicing E-invoicing Ready for Peppol and the French reform, effortlessly. erp.payments Online payments Your customers pay in one click, your accounts update themselves. erp.banking Banking & reconciliation Your bank accounts, reconciled automatically. erp.accounting Accounting link Your accountant gets everything, without you lifting a finger. erp.catalog Product catalogue A rich, accurate catalogue, shared everywhere. erp.stock Stock & procurement The right stock, in the right place, at the right time. erp.suppliers Suppliers & purchasing Your suppliers reply, you compare, you order. erp.logistics Orders, delivery & transport From order to delivery, every step under control.

dms.documents DMS & media library Every document found in seconds, and properly protected. dms.esign E-signature Get documents signed in minutes, wherever your customer is. dms.compliance Verification & compliance Know who you're dealing with before you commit.

ops.projects Projects & production Your teams know what to do, and you know where they're at. ops.dashboard Dashboards & search Your business at a glance, and everything a search away. ops.feedback Internal feedback & support Every comment handled, every request followed through. ops.analytics Sovereign web analytics Understand your visitors without giving away your data.

auto.workflows Automations Repetitive tasks take care of themselves. auto.api API & connectors Your tool talks to all the others. auto.ai Built-in AI Artificial intelligence where it really helps, with costs kept in check. auto.web Connected website Your website and your tool, working as one.

core.platform Secure, customisable foundation Security, access rights and ease of use, included in every project. + Tailoring Plus the one you are missing. Can’t find a name for your need in the catalogue yet? It becomes a full module. Tell us what you need →