Features
One platform for sales, delivery, support, and billing
Everything you would expect from a modern CRM, plus the operational and billing depth you usually need a separate tool for.
Sales
Lead-to-cash without copy-paste
Customers, contacts, leads, deals, and full billing primitives sit on the same data. Convert a lead in two clicks; the customer, the contact, and the proposal are all linked.
- Customers + contacts with per-contact portal permissions
- Customer groups + customer admins + GDPR consent records
- Leads with kanban, sources, statuses, IMAP auto-import, web-to-lead forms
- Estimates with itemized lines, taxes, currencies, and an estimate-request portal
- Proposals with version history, comments, and inline e-signature
- Contracts with renewals, expiry reminders, e-signature, and PDF generation
- Invoices: recurring, partial payments, scheduled emails, overdue chasing, view + open tracking
- Credit notes + refunds, statements, payment reconciliation
- Items + item groups, taxes, currencies, payment modes
Projects & operations
Deliver what you sold
Projects are a first-class entity with the same custom fields, files, comments, and activity log every other entity gets. Tasks roll up to projects; timesheets roll up to invoices.
- Projects with members, files, milestones (kanban), discussions, notes, gantt, settings, activity
- Tasks with assignees, followers, comments, checklist + templates, timers, reminders, recurring rules
- Todos for personal lists, separate from project tasks
- Calendar + events shared across staff with resource planning
- Reminders, notes, and tags polymorphic across every entity
- Time tracking that flows directly into unbilled invoice line-items
Support
Tickets, SLAs, and a customer-facing portal
Inbound mail piping turns customer email into tickets automatically. The knowledge base feeds both the portal and an OpenAI-suggested reply assistant.
- Tickets with replies, statuses, priorities, predefined replies, attachments, ticket merging
- Departments + spam filters + auto-close rules
- Email piping: inbound MTA forwards mail to the api, ticket created in seconds
- IMAP polling for departmental mailboxes (alternative to piping)
- Knowledge base with articles, groups, and feedback / vote counts
- OpenAI-powered draft replies + ticket summaries
Billing & payments
Charge in any currency, on any rail
Nine gateway adapters, recurring subscriptions with proration and dunning, and Stripe Connect for marketplaces — wired into the same invoices your sales team writes.
- Stripe, Stripe iDeal, PayPal, PayPal Checkout, Mollie, Braintree, Authorize.Net, 2Checkout, Instamojo, PayU
- Recurring invoices, recurring expenses, recurring tasks
- Subscriptions with proration, upgrades, downgrades, dunning, past-due suspension
- Stripe Connect onboarding for tenants who want managed payouts
- Multi-currency, tax rules, payment modes, credit notes + refunds
- Webhook idempotency table guarantees no double-charge
Documents & signatures
Generate, send, sign, store
Ten PDF document types — invoice, estimate, proposal, contract, credit note, payment, expense, statement, project data, packing slip — render in any of 26 languages, with per-tenant templates.
- Branded PDF templates per tenant per locale
- In-app e-signature: typed or drawn, audit trail, IP + UA capture
- Signed PDF stored in the encrypted file vault with checksum
- Bulk PDF export job, runs on the worker fleet
- Email tracking: open pixel + click rewriting
AI
AI that knows your data
OpenAI is wired in for every tenant. The KB is embedded into pgvector for semantic search, and a fine-tuning playground lets you train per-tenant models on your own conversation history.
- KB embeddings with pgvector + HNSW index (semantic article lookup)
- Lead scoring + auto-routing
- Draft email replies and ticket suggestions
- Deal & project summaries on demand
- Fine-tuning playground with usage dashboard
Reports & exports
Numbers your finance team trusts
Ten built-in reports cover the standard CRM/finance views; the custom report builder lets you compose any field across any entity and schedule it to email.
- Sales, leads, conversion, payments, items, taxes, KB, customer, staff, custom
- CSV + PDF export jobs run on the worker fleet
- Scheduled reports email themselves to the recipients you choose
- Bulk PDF export bundles for tax season
Client portal
Self-service that customers actually use
Each contact has their own login, scoped to permissions you set. They see only what they should — invoices, projects, tickets, KB, statements, and a GDPR data-export button.
- Per-contact email + password login (separate cookie realm from staff)
- Granular permission matrix: invoices, estimates, contracts, proposals, support, projects
- GDPR data export (ZIP of every record they appear in) and anonymization request
- Public web-to-lead and estimate-request forms
- Custom domains on Growth and above (CNAME + auto-SSL)
Staff & RBAC
Permissions that match your org chart
Roles + per-staff overrides + view_own scoping mirror the matrix you would expect from an enterprise CRM. TOTP 2FA on staff login; recovery codes baked in.
- Roles + ~200 capability matrix + per-staff overrides
- TOTP 2FA on every staff login + 10 hashed recovery codes
- Departments, announcements, newsfeed, events
- Staff login + magic link + Google + Microsoft OAuth
Security & compliance
Built for the auditor
Database-per-tenant by default — there is no shared `tenantId` column to leak across customers. Encrypted credentials vault. Append-only audit log on every mutation.
- Database-per-tenant: one Postgres logical DB per tenant, hard isolation
- AES-256-GCM credentials vault with per-tenant DEK wrapped under master key
- Append-only audit log on every entity (who, what, when, IP, UA)
- GDPR: per-purpose consents, 1-click data export, anonymization with financial retention
- ClamAV virus scan on every upload before signed-URL access
Customization & integrations
Bend appoinlycrm to your business
Every tenant can tune fields, themes, hooks, AI prompts, and email templates. The hook system fires on every domain event — integrate without forking the platform.
- Custom fields on 12 entity types (free text, dropdown, date, file, …)
- Per-tenant theme: brand colors, logo, custom CSS, white-label
- Custom domain on Growth and above
- Email templates per locale, editable WYSIWYG
- Hook system: do_action / apply_filters on every domain event (~150 hooks)
- Public REST API + Socket.IO realtime + webhooks out
Localization
26 languages, 100+ currencies
UI, email templates, and PDFs all localize independently — your staff can run the admin in English while customers receive Greek invoices. Auto-detection from the contact record.
- 26 languages on UI, email, and PDFs (BG, CA, CS, DE, EL, EN, ES, FA, FI, FR, FR-CA, ID, IT, JA, NL, NO, PL, PT, PT-BR, RO, RU, SK, SV, TR, UK, VI, ZH)
- 100+ currencies + tax rules + per-customer locale
- Per-tenant fallback locale + per-user override
See the full feature set in your own tenant
Spin up a sandbox in minutes — every feature is included in the free trial.