| Forms and business processesCollect the details you need and move work through its steps. |
✓AvailableWe build forms, calculations and line items around your process. |
✓AvailableBuild forms and automate steps. |
| Let customers book onlineOffer available times and reserve the staff or equipment needed. |
✓AvailableOffer times based on staff and resource availability. |
△Needs a different plan, extra product, connection or serviceAdd Salesforce Scheduler. |
| Prepare quotes and invoicesSend a price to a customer, then issue an invoice for payment. |
✓AvailableCreate quotes, record acceptance, issue invoices and track payments. |
△Needs a different plan, extra product, connection or serviceAdd billing tools for invoicing. |
| Collect payments and depositsLet customers pay online and keep the payment with the relevant record. |
✓AvailableSend a link to pay a deposit or the full amount. |
△Needs a different plan, extra product, connection or serviceAdd billing and payment tools. |
| Track stock and supplier ordersRecord goods coming in and going out, and deliveries still due. |
✓AvailableTrack stock, purchase orders, partial deliveries and stocktakes. |
△Needs a different plan, extra product, connection or serviceConnect a stock and purchasing system. |
| AI that completes routine tasksHave AI carry out a defined process, with approval where needed. |
✓AvailablePrepare enquiry replies and daily work summaries automatically; review before sending. |
△Needs a different plan, extra product, connection or serviceSet up Agentforce to perform selected tasks. |
| Use an AI assistant you already haveGive a compatible assistant access to records and supported tools. |
✓AvailableConnect your assistant and choose what it can do. |
✓AvailableConnect an assistant; check licence requirements. |
| Help with setup and future changesHave someone set up the system and adapt it as your needs change. |
✓AvailableWe agree the setup, support and changes in your quote. |
△Needs a different plan, extra product, connection or serviceArrange setup and later changes with a provider or partner. |
| Sync with accounting softwareSend invoices and payments to Xero, MYOB or QuickBooks. |
△Needs a different plan, extra product, connection or serviceNo built-in sync yet. Ask us about a connection. |
△Needs a different plan, extra product, connection or serviceConnect accounting software through an AppExchange app or an integration partner. |
| Answer the phoneHave calls answered when your team is busy. |
✓AvailableAI answers routine calls, checks availability and takes bookings. Other calls go to your team with a call record. |
△Needs a different plan, extra product, connection or serviceAdd Service Cloud Voice, priced per user, or connect your own phone provider. |
| How you payHow each product works out its price. |
Quote for your business
Pay for setup, ongoing service and usage. No fee per user.
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Price per user, plus extras
Pay for user licences. Extra products and AI can cost more.
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