Suite · vs HubSpot · Pipedrive · Salesforce Sales Cloud

From first click to signed contract, in one CRM.

Custom pipelines, instant quotes, campaigns and reputation, with AI that scores every deal.

Custom pipelines, instant quotes, campaigns and reputation, with AI that scores every deal.

Why operators switch

Composable. AI-native. White-labelled to the core.

Capture every lead

Web forms, chat and quote estimators feed one pipeline.

Close the deal

Quotes, contracts and e-sign built in.

Grow the base

Campaigns, NPS, referrals and reputation loops.

Speed: configured in weeks

Signed order to tenant configured in four weeks, branded, trained and revenue-ready.

Intelligence on day one

Brain, Action Centre and forecasts shipped by default, not a Phase 2.

Efficiency, baked in

One stack, one data model, retire 4–8 vendors and the integration tax with them.

Savings of ~40% TCO

Operators typically cut SaaS + ops cost by ~40% in year one vs the named incumbent.

Suite modules

What ships with CRM & Growth OS

Ready modules deploy from our portfolio in days. Studio build modules are delivered fixed-price by our Customisation pod.

Ready to deploy (12)

crm

Custom CRM

Companies, contacts, sites, deals, pipelines.

crm

Client Portal

Branded portal for documents, jobs and billing.

crm

Quotes & Contracts

Build, send, e-sign and convert to jobs.

crm

Quote Estimator

Self-serve instant quotes from your website.

crm

Live Chat & Support Tickets

AI-assisted chat and ticket queues.

crm

Customer Survey & NPS

Triggered surveys and reputation loops.

crm

Campaign Manager

Multi-step email/SMS campaigns with goals.

crm

Web Lead Capture & Router

Embeddable forms, scoring and routing into the CRM pipeline.

crm

Reputation Hub

Pull Google / Trustpilot reviews, AI-assisted reply, alerts.

crm

Credit Control

Credit limits, on-hold flags, exposure dashboards and review workflow.

crm

Renewals Engine

Contract renewal calendar, notice windows, uplift suggestions and e-sign.

crm

AI Deal Scoring

Deal-by-deal win-probability score with top-3 reason chips.

Customisation Studio (1)

crm

Referral Program

Track customer referrals with rewards and attribution.

How we ship

Configured in ~24 weeks. White-labelled. Trained.

  1. 1

    Day 1 – Week 2

    Discovery & tailored version

    90-minute discovery call on the off-the-shelf system, customisation areas mapped, tailored version presented within two weeks.

  2. 2

    Week 2

    Configure & brand

    Tenant, RBAC, white-label theming, comms templates and core integrations.

  3. 3

    Week 3

    Migrate & train

    Data migration via the Unified Data Engine, SSO, role-based training and a full dry-run.

  4. 4

    Day 28

    Go live & iterate

    Phased cutover, hypercare, weekly numbers pack and quarterly business reviews.

Always included

SYSFLEX Core + Brain baseline

  • Identity & RBAC , Multi-tenant auth, roles, SSO, audit trail.
  • White-label Theming , Logos, colours, custom domain, branded comms.
  • Notifications , Email, SMS, push and in-app messaging.
  • Documents & E-Sign , Templated docs, contracts and legal e-signature.
  • Audit Log & Data Retention , Immutable activity history with retention rules.
  • Public API & Webhooks , Versioned REST API and outbound webhooks.
  • Universal Booking Engine , Slots, resources, availability, calendar sync.
  • Integrations Hub , Connector marketplace with OAuth and secret management.
  • Custom Domains & SSL , Per-tenant domains with auto-provisioned certificates.
  • Tenant Provisioning , Self-serve signup, plan selection and workspace bootstrap.
  • Observability & SRE , Logs, traces, error capture and SLO dashboards.
  • Custom CRM , Companies, contacts, sites, deals, pipelines.
  • SYSFLEX Brain (AI Ops) , Anomaly detection, forecasts and next-best-action across every module.
  • Action Centre , AI-prioritised single inbox of work across the business.
  • Automations Engine , Visual workflow builder with triggers across modules.
  • Live Dashboards , Drag/drop KPIs, embeddable, exportable.
  • Weekly Numbers Pack , Auto-generated executive briefing every Monday.

Who it's for

Agencies, professional services, trades, brokers, SaaS, education providers, non-profits.

Integrations

GmailOutlookGoogle CalendarSlackTeamsZoomDocuSignStripeTrustpilot

FAQ

Common questions about CRM & Growth OS

Custom pipelines?

Multiple per team, drag/drop stages.

E-sign?

Included, legally binding.

Import from HubSpot/Pipedrive?

Yes, mapped CSV importer.

AI scoring explainability?

Top-3 reason chips per deal.

Next step

Ship CRM & Growth OS in your colours, on your domain, in 24–36 weeks.

Send us your rollout brief. We'll come back within one working day to size the stack, walk the demo and quote the launch.

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