Module portal
Sales portal
A quote builder priced from your own catalog, proposals sent with e-signature, deal registration and renewal tracking — on your branding, wired to the same records as CRM.
What's inside
- Quote builder priced from the live product catalog
- Proposals sent with online signature and status tracking
- Deal registration so an account stays protected while it is worked
- Discount approval routing and quote expiry rules
- Renewal calendar that flags contracts before they lapse
Key screens
Every portal runs on the same records as the rest of your app and is included in the app packages — the Starter App includes one portal, the Business App two and the Platform three.
Next step
Want this portal on your own data?
Tell us the records you work with and we will map the portal to them — then quote the build in writing.
Coverage in motion
Scroll down — the whole service line moves with you.
Help desk, endpoint, email, identity, backup and the network run as one accountable agreement instead of six separate vendors.
Private AI Assistant & Chatbot
A custom AI chatbot grounded in your company's own documents, websites and data — private to your business, with answers that go beyond a standard LLM.
Managed help desk & endpoint operations
One accountable team handles every Level 1–3 call, ticket and vendor escalation for the systems we manage.
Advanced endpoint detection & response
Endpoint detection and response watches behaviour on managed devices, not just signatures.
24/7 managed detection & response
AI-assisted monitoring with human-led investigation, triage and escalation for security threats in qualifying tiers.
Email security & domain authentication
Stops the most common way attackers get in — a convincing message that looks like it came from someone you trust.
Identity & access control
Most breaches today begin with a stolen credential, so identity is where we harden first.
Immutable backup & recovery
Protected copies that resist modification or deletion during their retention period, with recovery actually planned.
Service lines