Get more done
Create repeatable processes and reduce time spent on mundane tasks across your team.
Repeatable workflowsFewer handovers
One connected business system
Run more of your business. With less manual work.
Bring CRM, sales, marketing, workflow and automation together so your team can focus on customers, service and growth.
30+ connected appsOne databaseBuilt-in automation30 day guarantee
3G Business
3G Business
Connected record
Every interaction in context
The whole customer journey
One system carries the work forward.
Information enters once, stays connected and helps trigger the next practical step across your business.
01
Enquiry
02
Customer file
03
Workflow
04
Message
05
Appointment or job
06
Invoice
07
Follow-up
3G Business
One customer file
Details, actions, documents and history
Product in context
Everything your team needs, around the customer.
The Customer File gives teams one place to see the information, communication and activity that shape every relationship.
Business outcomes
Less friction. More momentum.
One connected system turns everyday work into repeatable, lower-effort momentum across your team.
Get more customers
Connect lead capture, nurturing, marketing and customer data.
Close more sales
Give teams clear actions, complete context and timely follow-up.
Reduce admin and costs
Automate routine work and reduce duplicated effort across separate systems.
Four connected essentials
A clearer view of customers, work, time and communication.
These everyday capabilities become far more useful when they share the same information and automation engine.
Customer File with Everything
See contact details, preferences, custom fields, workflow, jobs, services, documents, messages, sales, payments and balances in one customer-centric view.
- One complete customer history
- Information available across connected apps
- Fewer handovers and repeated searches
3G Business
Workflow & Action Management
Turn the way your team works into a repeatable process, allocate responsibility and keep every next action visible.
- Actions created from business events
- Clear ownership across the team
- Less reliance on manual chasing
3G Business
Multi-resource Calendar
Coordinate staff, appointments, jobs and resources in one shared calendar, with customer details and confirmations close at hand.
- People and resources in one view
- Appointments connected to customer records
- Supports service and clinic workflows
3G Business
One Messaging System for All
Bring email, fax and SMS into the customer record so conversations stay connected to the customer and the work around them.
- Communication visible in context
- Automated responses and confirmations
- A clearer team view of every conversation
3G Business
30+ business tools
One connected database, organised around the work.
3G Business groups customer management, sales, marketing, operations and reporting in one system rather than scattering context across separate tools.
Customers and sales
CRM, leads, pipeline, payments, invoices and receipts.
Marketing and communication
AutoPilot marketing, email, fax, SMS and mass messaging.
Work and service
Workflow, actions, jobs, services, appointments and resources.
Documents and insight
Documents, accounts, reports and dashboard views.
Automation in action
Set the process once. Keep the next step moving.
A trigger starts the workflow. Your rules add context. The system creates the right action, message or document, then keeps the result visible.
Automation canvas
Active workflow01
Trigger
Enquiry received
02
Rules
Route by enquiry
03
Action
Create work and respond
04
Outcome
Follow-up stays moving
Made for your process
Different businesses. One configurable foundation.
Customer reported result
3×
Monthly revenue increase reported by Central West Autos within three months.
Customer-reported result, not a guaranteed outcome.
“Within as little as 3 months our monthly revenue increased by 300% and now we are looking at expanding nationally.”
Central West Autos
Sophie Stapleton, CWA Finance Manager
Read customer storiesPlans and implementation
Choose the right starting point. Configure it around your process.
Standard, Professional and Ultimate plans build from connected CRM and sales tools into messaging, business automation, AutoPilot marketing and reporting. Setup and coaching packages are also available.
2 licences
Standard
CRM and sales foundation
- Contacts, tasks and appointments
- Sales, leads, documents and jobs
- Payments, invoices and reports
5 licences
Popular startProfessional
Messaging and automation
- Everything in Standard
- Email, fax and SMS messaging
- Workflow and auto admin
10 licences
Ultimate
AutoPilot marketing and reporting
- Everything in Professional
- AutoPilot marketing and nurturing
- Email Parser, reports and dashboards
30 day money back guarantee
Start with a guided setup and a lower-risk path to a connected system.
A clearer way forward
See what your business could automate
Tell us how your team works today. We will show you where a connected system can save time and simplify the process.