Build Your Platform Your Way — Pay Only For What You Need

Operations

Manage your core business records in a fully customisable, field-level database. View records in a list or drag-and-drop pipeline (kanban), send emails directly from records, and track every activity and note against each job or client.

Leads

A dedicated pre-sales module to capture and qualify enquiries before converting them to operations. Track lead source, assign to team members, and convert to a full operations record in one click — with field values carried over automatically.

Pipeline

Included in Operations & Leads

A visual kanban-style board that displays your operations records by status. Drag cards between stages to update records instantly — giving your team a clear, real-time picture of work in progress.

Support

A full helpdesk built into the platform. Manage inbound support tickets across multiple inboxes, respond to customers, track escalations, maintain a knowledge base, and let an AI assistant handle routine queries automatically — escalating to a human when needed.

Scheduler

A branded public booking page where customers can select an appointment type, pick an available time slot, and confirm their booking — all without staff involvement. Automatically creates CRM records, sends confirmation emails, and fires reminders.

Dialler

Click-to-call any phone number directly from the browser using a Twilio-powered softphone — no desk phone required. Log call outcomes, leave dispositions, and trigger automated follow-up workflows when a call ends. Includes Power Dialler for working fast through call lists.

Risponda

A full multi-channel conversation suite — campaign manager, voice receptionist agents, web agents, SMS/WhatsApp and much more. Integrates live chat conversations and contacts directly into the CRM sidebar so you can respond and link contacts to records without leaving the platform.

AI Receptionists & Agents

Included in Risponda

Setup different voice and web agents for different purposes — prospecting, receptionist, accounts and more — handling conversations 24/7 and escalating to humans when needed.

Email Templates

Included in Operations & Leads

Create, version, and manage HTML email templates with a built-in code editor. Templates support dynamic merge fields (e.g. customer name, record number) and can be sent manually or triggered automatically by workflows.

Documents

Included in Leads & Operations

Upload, store, and view files directly against any record. Generate personalised PDF documents by merging record field values into pre-built templates — useful for quotes, welcome packs, contracts, and confirmation letters.

Document Merge / PDF Generation

Produce professional, personalised PDF documents by merging CRM record data into pre-designed templates. Use for quotes, proposals, welcome letters, job confirmations, or any bespoke document your business sends to customers.

Data Import

Included in Leads & Operations

A guided, multi-step wizard for importing records from CSV files. Map columns to CRM fields, choose how to handle duplicates, and process thousands of rows in the background — with live progress tracking and a full results report.

Reports

Included in all options

Build and save custom list views with the exact columns you need, filtered and sorted to your specification. Export any view to CSV with one click, and schedule regular exports to be delivered automatically.

Notifications

Included in all options

An in-app notification centre that alerts users to important activity — new assignments, record updates, escalations, and system events — so nothing falls through the cracks.

Bulk Actions

Included in Leads & Operations

Select multiple records from any list view and apply changes in one operation — update a field, assign to a user, change a status, or export — instead of editing records one by one.

Automations Engine

Build no-code workflows that trigger on record changes, form submissions, time delays, or manual actions. Automatically send emails, update fields, create tasks, post webhooks, and more — saving hours of repetitive manual work.

Webhooks

Send real-time data to any external system the moment a record event occurs. Connect your data in and out to third-party platforms, trigger external workflows, or sync data to other tools without custom development.

API Key Management

Generate authenticated API keys and use the platform's REST API to read and write records programmatically. Ideal for integrating with external systems, building custom automations, or connecting to power tools like Zapier or Make.

Lead Finder — Google Maps Extractor

Find your next leads with a fast, integrated email, phone and website extractor that adds leads directly to your Leads module or downloads them as CSV.

Social Media Triage

Using AI, automatically keep on top of social comments — reply, hide, send or escalate — ensuring your social media is always clean and professional.

Blog Article Researcher & Writer

Research and create SEO-optimised articles with compliance and accuracy checks for publishing to your website automatically — or downloading as PDF / DOC.

AI WordPress Schema Writer

A lightweight bulk schema writer plugin for your WordPress site that follows EEAT guidelines, helping you earn more citations across AI platforms.

Agreement Maker

Prepare multiple agreements with on-screen signing, deployment and security — with no per-agreement costs, ever.

Ready Made Stores — WordPress Dropshipping Plugin

Start your own dropshipping business with our plugin that includes everything you need to start selling in 24 hours. See readymadestores.com for full details.