Core Features

Add New Records, e.g Contacts

Create Custom Records

Create Record Relationships

Custom Fields

Record Import

Record Export

Send Email

Import Email & Attachments

Manage Documents

Document Templates

Manage Tasks

Note / Call Log Management

System Templates e.g CRM

Mobile Access

Dashboard

System / Personal Dashboards

Chart Widget

List Widget

External Content Widget

Office 365 Calendar Widget

Tasks Widget

Security

Application Permissions

Record Permissions

User Groups

Users Per Group

Microsoft Single Sign On

Integrations

Mailchimp

Xero

Outlook Add-In

Contact Types

Create New Contacts

Manage Contacts

Search Contacts

Attach Files

Save Emails / Attachments

Create Related Record

Services

Online Support

Advisor Led Product Tour

Implementation Support

Migration Support

Phone Support

Office 365 Value-Add Training

Account Management

Value Add From Office 365

Storage

API Access

Power Automate Connectors

Power BI Reporting 

Data Retention Policies

Data Audit Searches

GDPR Dashboard