Configure integrations, automation, and platform behaviour.
Webhooks
Connect to Zapier, Make, or n8n via outbound HTTP webhooks. Fire on CRM events, audit completions, proposal activity.
Client pipeline
Manage your sales pipeline across 12 stages. Log calls, generate proposals, and track deals.
Asset Vault
All built assets, versions, and client handover records.
Value Tracker
Per-client asset maturity scores and value uplift over time.
Benchmark Library
Anonymised sector comparisons. Requires explicit client consent.