Modules
From sales to finance, inbox to automation: all in one workspace, aware of each other.
Showing 55 of 55 modules · 40 sub-modules and screens
Sales6
Leads, customers and quotes: from first contact to a won deal.
CustomersOne record for every customer, shared by every module.PackagesMonthly packages that bundle services and classes, with sessions counted.SalesLeads, the calls that follow them up, and the partners who send them.CallsLog every call with its outcome and notes; see who to call today and who was never called in their own lists.AffiliatesManage the partners who send you customers, with the agreed commission and a report link that needs no login.Document requestsAsk a lead for documents with a link — no sign-in needed.SubscriptionsRecurring plans at a fixed price, renewed and billed every period.QuotesPrice quotes with a PDF and a link the customer can accept or decline.
Bookings4
Bookings, classes, home visits and your team’s hours.
AppointmentsOnline booking that respects your hours, breaks, time off and capacity.AppointmentsEvery appointment in one list: filter, move, and stop a customer from booking again if needed.OverviewThe overview of your bookings: what is on today and how full the week is.Group classesA weekly class timetable with places, instructors, bookings and attendance.Class sessionsEach class’s sessions one by one: book a place, take attendance, cancel a single date.Home serviceVisits at the customer’s address — who goes, when they arrive, signature and photos.ResourcesRooms, pitches, cars, chairs and equipment people book — by the hour or by the day.
Shop5
Products, stock, orders and offers.
CatalogEverything you sell or book — products, services, prices, categories and brands.CategoriesGroup the catalogue in nested categories; the same categories appear on your shop site.BrandsThe brands of your products, each with its own page and logo.Gift cardsGift cards with a code, a balance, an expiry date and a full history.ShopSales channels, stock, shipping and orders — from basket to doorstep.OrdersOrders, drafts and returns: apply vouchers, give discounts, receive and inspect returns.StockStock warehouse by warehouse: count, adjust, transfer between warehouses, sell on pre-order.PricesPrices per channel: price one variant, or update many with a single rule.CollectionsHand-picked or rule-filled product lists that become showcases on your shop site.Product typesProduct types and reusable attributes such as colour, size and material.DiscountsPromotions and discount codes — sales, order deals and free gifts.VouchersVoucher codes customers type in: scope, value per channel, limits and codes in bulk.
Finance4
Agreements, invoices, subscriptions and expenses.
FinanceWhat customers owe and pay, and what the business spends.AgreementsWho owes what: open an agreement, split it into instalments, apply a discount, record payments, invoice it.Instalments dueInstalments due and overdue, and who owes what.CollectionsMoney in: take a payment, capture or release a hold, spread a payment across instalments.RefundsRefund requests wait for approval; someone with the right approves them or rejects them with a reason.ExpensesMoney out with an approval step: record, approve, mark paid, and copy recurring expenses automatically.CommissionsCommissions owed to affiliates: they follow what was collected, and a payout is recorded as one transfer.TaxTax rates by country and product type, applied to every sale.InvoicesNumbered invoices and credit notes, with tax on every line.BudgetsA spending plan per expense category, with alerts when you go over.
People3
OrganizationYour business, its workspaces, branding and the people in it.AvailabilityOpening hours, special days, time off and who offers which service.Who does whatWho can provide which service, and on which days it is offered.TeamYour team directory and staff files — hiring, onboarding and leaving.
Marketing5
Campaigns, forms, your website and events.
FormsPublic forms anyone can fill in; answers arrive as leads or Base records.PopupsWebsite popups, targeting and A/B conversion measurements.CampaignsEmail, SMS and WhatsApp campaigns to your customers, with opens and clicks.AudiencesWho campaigns go to: saved audiences by fields, tags and purchases.UnsubscribesThe unsubscribe list; anyone who asks can be added back.EventsOne-off events with tickets, registrations and a check-in list.Creative StudioDescribe it, see it, use it — product photos, posts, story videos, voice-overs and music, made by AI.
Website1
WebsiteYour website: its pages and menu, design, addresses, posts, FAQs and legal pages.DesignThe theme’s colours, type, header and footer, and a way back to the previous theme.DomainsConnect your own domain, verify it and make it the primary address.All sitesEvery site of this workspace; open a new one, take one live or offline.Theme editorThe editor where you shape the theme block by block.BlogBlog posts with categories, tags and authors; they can be scheduled for later.NewsAnnouncements with their own page on your site.FAQQuestions and answers in groups, shown on the site in the order you set.ReferencesProjects you have done and what the customer said about them.MessagesMessages from your site: read, answered, archived or spam.
Inbox2
The inbox, phone calls and meetings.
InboxEvery channel in one inbox — conversations, replies, teams and who answers.AnalyticsConversation volume, response times and resolutions.TeamsThe teams conversations are routed to, and who is in them.SatisfactionA 1–5 score after a conversation is resolved; the team can leave a note on each.Service levelsFirst reply, next reply and resolution targets; misses are recorded.Help centerHelp articles in categories, for your customers and your support team.
Tables3
Your own tables, dashboards and reports.
Files1
Reports3
Workflows1
Era5
AIEra, your assistant, and the AI agents you save — they work across every module.AgentsAgents with an instruction, a model and a tool budget; woken by an event or run by hand.ComputerWork Era does in a browser, a cloud computer or your own computer; every step is watched and approved.BrainWhat Era has learned: knowledge areas, memories you approved, corrections and erasure requests.SkillsSaved instructions you can give an agent.TasksTasks for people and agents: due dates, priority, repeats; a task given to an agent wakes it.VoiceYour Eras answer the phone and your website by voice, book, take messages and file every call in the Inbox.MeetingsEra joins your meetings — with a notetaker bot or botless from your computer — briefs you before, and after writes the notes, tasks, follow-up email and next steps.BuildTurn an idea into a real app: ERA composes it from its own building blocks, or your coding tools change your repository and ERA opens the pull request with a preview.WorkAsk once: Era plans it, splits it across workers that run in parallel, and brings back finished work to use or publish.
Apps10
LanguagesThe languages you work and publish in, and your translations.ViewsSaved lists — the columns, filters and order you chose.TagsOne shared set of tags for every record, in your own colours.CommentsNotes and replies on any record, for your team.PlatformAPI keys, webhooks and background jobs for connecting other tools.NotificationsWho is told about what — by email, SMS, WhatsApp or in the app.AppsThe apps and services you connected, and the updates sent to them.MarketplaceApps you can add to the workspace.PrivacyPersonal-data requests — export or erase a customer’s data, with a record kept.IntegrationsMarketplaces, online shops, carriers, e-invoice and Google reviews, synced into your own orders, products, stock and customers.Era DesktopYour Era Desktop’s chats, approvals waiting, plans, todos and automations — kept in Era, yours only.
