One Unified Platform. Infinite Productivity.
Supercharge your organization with 9 comprehensive productivity modules including communication hub, task management, workflow automation, business intelligence, and compliance management.
Unified Communication Hub
Discuss, structured minutes, and team management keep everyone aligned with organized, accountable collaboration.
Discuss on Records
Send messages and log notes directly on any record (leads, orders, invoices).
Internal & External Messaging
Chat with colleagues internally or send emails to customers externally.
@Mentions & Notifications
Tag users with @mentions to notify them instantly about urgent tasks.
Activity Scheduling
Schedule calls, meetings, and to-dos linked directly to specific documents.
Follow & Unfollow
Follow important records to get updates and unfollow to reduce noise.
Unified Inbox
Manage all discussions, notifications, and starred messages from a single dashboard.
Centralized Views and Agendas
Monitor KPIs across modules and manage all activities from a single, linked agenda.
Dashboard
Configurable view of key business metrics across Sales, Product, Invoicing, Projects, Timesheets, Expenses, Warehouse to monitor performance and trends.
Activities
Centralized agenda for overdue items, today’s schedule, and recurring activities (emails, calls, meetings, to-dos) linked to source documents like PO/SO.
Overdue
Planned
Today
Approvals and Alerts
Track, approve, and stay ahead of deadlines effortlessly with automated reminders and expiry monitoring.
Approval
Multi-level authorization workflows for sales, purchases, invoicing, credit limits, and discounts with routing by amount or document type.
Reminders
Automated notifications for dates, deadlines, and follow-ups with recurrence rules and intervals (e.g., last 2 months, next 5 days).
Expiry Tracker
Monitors expirations for contracts, certifications, licenses, and insurance with automatic alerts for timely renewals.
Document Tracker
Monitor, manage, and control documents from creation to final archiving - ensuring nothing gets lost or mishandled.
Role-Based Access Control
Tailor visibility and actions to user roles for secure, streamlined experiences.
Centralized Access Management
Manage all access roles from a single view with visibility into users, groups, and activation status.
User & Group Access Control
Create reusable access templates and assign them to individual users or entire groups.
Time-Bound Roles for Audits
Grant temporary access with automatic start and end dates - ideal for audits and compliance.
One-Click Read-Only Mode
Instantly convert any user into a view-only role without complex configuration.
Menu & Navigation Visibility
Hide specific menus and sub-menus to simplify navigation for selected users.
CRUD & Domain-Based Permissions
Control create, read, edit, delete permissions and restrict record visibility based on conditions.
Field-Level Security Controls
Make fields read-only, required, or invisible for specific users or roles.
Action & Button Restrictions
Hide actions, smart buttons, links, and critical operations to prevent unauthorized usage.
Report, Import & Export Control
Block access to selected reports and prevent data import or export at module level.
Search, Filter & Group-By Control
Hide predefined filters, group-by options, and search panels to limit data segmentation.
Chatter & Communication
Enable or disable chatter, messages, notes, and activities per module.
System Safeguards
Restrict access to developer tools and advanced settings for selected users.
| Model | Fields | Readonly | Required | Invisible | Hide Create | Hide Create/Edit | Hide External Link |
|---|---|---|---|---|---|---|---|
| Sales Order | Document Type (Sales Order) | ||||||
| Contact | Credit Limit (Contact) |
Plan Alignment
Understand default functionality and how custom requirements are handled.
Default Functionality
All features reflect the system’s default functionality and standard feature set, provisioned per the selected software plan.
Custom Development
Requirements outside the demonstrated defaults are classified as custom development and subject to additional charges.
Frequently Asked Questions
Common questions about our Productivity Booster solution.
The Standard features are included in all plans. Custom workflows and advanced automation triggers may require specific tier upgrades or customization packages.
Absolutely. We offer two-way synchronization for emails and calendars with both Outlook and Gmail.
Yes. Set multi-level approval rules, recurring reminders, and deadline alerts that route tasks to the right people based on conditions.
It depends on the package you choose and how complex your business needs are.
Yes, you can create unlimited custom roles with specific permissions for every module, field, and action button.
Our no-code automation builder allows you to set up triggers and actions in minutes without any technical knowledge.
Yes. Use centralized dashboards and activity agendas to track KPIs, follow-ups, and operational workload across teams.
Role-based access, field-level controls, and audit trails help ensure that automation runs within approved permissions and compliance requirements.