A desktop app for Mac and Windows that turns quotes from your CRM into finished Word reports, from your own templates and business rules. It runs on your computer, uses no AI, and gives the same result every time.
Engineering and professional-services consultancies send the same kinds of reports again and again, filled with data that already sits in their CRM. Report automation fills them for you, on your own computer.
Paste one secure web address into the CRM; quotes arrive as they are sent or accepted.
Choose the client, the quote and the templates, or a whole pack in one tick.
Only the fields the CRM does not have are asked for, and remembered for next time.
The reports appear in the client's folder, ready to check and send.
Upload a .docx with placeholders; it is checked, test-filled and versioned.
Client, company, address, quote number, dates, totals and the items table.
Any other placeholder becomes a form field, with a label, a hint, a type and a required flag.
A library of approved paragraphs dropped into the right place; empty sections removed and renumbered.
Group the reports you always send together and fill them at once.
Every run writes a new file, so nothing is lost.
New, Checked and Sent to client, with notes and search.
Clients from the CRM, by hand or from a CSV import, stored on your machine.
Duplicates ignored, offline gaps detected, and a log of every event from the CRM.
Licence per computer, backups, start with the computer and a one-click diagnostics file.
A short demo on your use case, and a plan to get you live.
Your private office, on your own server.
The menu, POS and kitchen apps that run a restaurant.
One map-first platform for a whole community, with an AI advisor.
Tell us where you want to be. We will show you the fastest way to get there, with the right mix of strategy, technology and AI.