Business operations & HR

Roofing measurements: order aerial property reports, search and upgrade them, and calculate material quantities

Home energy jobs: create jobs for properties, calculate heat loss estimates, authenticate

Time tracking: log billable time, manage matters and clients, sync devices and calendars

Regulatory and company management: company setup, users, permissions, vault files and conversations

Property planning reports: look up properties, unlock them with credits, and read zoning and overlay reports

Property and space data: manage properties, spaces, areas, facilities and concept hierarchies for locations

Workflows, chat, email domains, billing and reports: run automations, chat, manage email domains and billing

M&A deal management: run businesses, data rooms, request lists, insights, reports and reminders

Insolvency matter management: cash books, creditors, remuneration, voidable transactions, meetings and documents

Job postings: publish, list and update openings, and take applications

Field service management: CRM contacts, appointments, call analysis, quotes and integrations with QuickBooks and Intacct

Cohort program management: participants, coaches, sessions, events, payments and availability for coaching cohorts

Legal practice management: sync matters, documents, leads, notes, emails, calls and team roles

Field service and operations management: manage customers, equipment, orders, inventory, quotations and staff leave

Equipment rental: manage orders, deliveries, assets, companies, credit applications and rental KPIs

Localization projects: manage projects, quotes, clients, vendors, files and invoices through the XTRF Home Portal

Global employment: manage employments, contractors, payroll, invoices, offboarding and benefits

ERP: учёт товаров, контрагентов, складов, продаж, задач, календаря и финансов

Company operations: finance, sales, support, fulfillment, print, manufacturing and bookings in one platform API

Accounting: company, board and close status, rules, handbook and staff for the firm's AI agent workspace

ERP: manage contacts, orders, invoices, stock, cash flow, payables and receivables via Tiny API

Integration layer: list accounts, employees, deals, payments and tickets across many SaaS domains

ERP for finance, inventory, CRM, orders and invoices: manage accounts, stock, contacts and fiscal notes

Rules and flows: execute decisions, manage rule tests, users, values, objects and decision logs