01
CRM & Relationship Management
Leads, customers, opportunities, follow-ups, activities, notes, meetings and communication history.
LeadsContactsCustomersOpportunitiesTimelineSuggested Actions
CRM & Relationship ManagementLive
DIR Platform
A platform built around the relationship and the work
Connected business tools keep customer, relationship, request and financial context together instead of splitting it across separate systems.
02
Request 360
Turn a lead into a trackable business process with stage, priority, booking, billing and complete activity context.
OverviewFollow-upBookingBillingActivityQuick Actions
Request 360Live
03
Invoices & Collection
Invoices, quotes, payment proof, collection follow-up, forecasts, priorities and direct request/customer linkage.
InvoicesQuotesPayment ProofForecastCredit NotesAnalytics
Invoices & CollectionLive
04
Sales & Referrals
Sales attribution, referral tracking, partner/provider/platform share and commission status.
AttributionPartner ShareProvider ShareCommission StatusHistory
Sales & ReferralsLive
05
Messaging & Notifications
Internal messaging, scheduled messages, attachments, archive and actionable alerts connected to work context.
InboxAttachmentsScheduledBroadcastAlertsHistory
Messaging & NotificationsLive
06
Analytics & Intelligence
Visits, conversion, sales, revenue, requests, invoices, commissions, campaigns and operating indicators.
KPIsConversionRevenueFunnelsCampaignsPerformance
Analytics & IntelligenceLive
Business Flow
From relationship to growth, without losing context.
Network, CRM, requests, invoices and analytics are parts of the same business journey.
01
Connect
02
Build Trust
03
Discover
04
Collaborate
05
Sell
06
Manage
07
Grow
Start with a better business relationship
Join a business community that puts relationships and trust first, then gives you the tools to turn both into manageable growth.