Company details
Company records, address and tax data, always up to date.
DiscoverManagement area
Management
The control centre of your business: records, users, security, integrations and automations. Each feature is switched on where you need it, with tailored permissions.
19 features
Customers
Every customer has a complete record.
DiscoverCircles
Groups of customers to work on several at once.
DiscoverUsers
Manage staff and collaborator accounts.
DiscoverInvitations
Invite your accountant and web manager, with no shared passwords.
DiscoverContracts
From template to active contract, with renewals and e-signature.
DiscoverRoles
Group permissions into ready-to-assign roles.
DiscoverPermissions
Fine-grained control over what each person can do.
DiscoverServices
Outgoing mail and other technical services.
DiscoverStorage
Where to save attachments: in the system or on your own cloud.
DiscoverOnline payments
Customers pay by card from the portal, even in part.
DiscoverE-invoicing
Connect the e-invoicing software you already use.
DiscoverSecurity
Two-step verification, passkeys and an access log.
DiscoverAccount and data
Export all your data whenever you like.
DiscoverIntegrations
Connectors, API and webhooks to link your tools.
DiscoverData import
Bring your data from another program or a file, for free.
DiscoverAutomations
When something happens, the work prepares itself.
DiscoverCustom domain
Use an address of your own instead of the one included in the plan.
DiscoverCustomer messages
One conversation with each customer, in the portal.
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