Roles

Built for everyone in your firm

One system, five tailored roles

Every person sees exactly what they need — and nothing they should not

Admin / Owner

Full control of the whole firm

The command center for the business — accounting, staff, agents, services, approvals, reports and system settings.

  • Company-wide dashboard & live reporting
  • Approvals, accounting & vouchers
  • Staff, agents & service catalog
  • Branding, SMTP & system settings

Agents / Sales

Own your book of business

Manage your own clients, capture and nurture leads, create orders and invoices, and collect payments.

  • Personal client book & performance view
  • Capture leads & convert in one step
  • Create orders, invoices & collect
  • Only your clients & numbers

Staff

A focused, distraction-free workspace

See only the tasks assigned to you, with secure client-credential lookup — but no access to private financials.

  • Only the tasks that are yours
  • Ticket-style comments & attachments
  • Credential lookup by CNIC / phone
  • No access to client financials

Clients

A secure self-service portal

Clients get their own portal for invoices, orders, documents, payments and tasks — 24/7.

  • View invoices, orders & task status
  • Upload documents & payment proof
  • Download branded invoice PDFs
  • Comment on tasks any time

+ Supervisors

A staff member with a bird’s-eye view of every task across the whole team — without touching financials.

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Role-based dashboards
Built-in modules
% automated workflow
Unified platform

Stop running your firm across ten disconnected tools

Run it on one platform that sells, invoices, assigns, collects and accounts — automatically. Start your free trial today.

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