Products
Four products. One way of working.
All four are built in your own database. You own the system and every record in it. Use one, or combine them into a system built around your office.
Book a free consultationCapture · CRM with AI
Compass
Your enquiries, followed up for you.
New enquiry from your website.
A CRM shaped to your business
Built around your stages, your forms and your words, not a template you have to work around.
You own all of it
It runs in your own accounts. We never hold your client data, and the access we use to look after it can’t read it.
Intelligence built in
AI brings forward what matters: a morning brief, client emails written and sent for you, and Helm to answer questions about any client.
Organise · Document management
Harbour
Your paperwork, filed for you.
Payslip received by email. Renamed and filed to the client’s folder.
Filed as it arrives
Documents from email or WhatsApp are recognised, renamed and saved to the right client folder.
Know what’s missing
Each client has a checklist that ticks itself as documents come in.
Follow-ups handled
Pending documents, reminders and follow-ups go to your clients automatically, so every file stays on schedule.
Find · Information retrieval
Lighthouse
The right information, found when it’s needed.
Helm needs the policy on late documents.
Searches what you keep
Documents, emails and notes across the systems you use, all in one search.
Every result has a source
It points to the page it came from, so anyone can check it in a click.
Only what each person may see
It follows the permissions you already have, person by person.
Assist · Personal AI assistant
Helm
The one you talk to. It knows what the others are doing.
What came in today?
Ask in plain words
In your email, your team chat or on your phone, like asking someone in the office.
Knows what the others are doing
It checks Compass, Harbour and Lighthouse for you and brings back the answer.
Set up for your business
Set up in your own accounts, with your words and your rules.
From products to systems
Put together, they run an office.
A system combines the products one kind of business needs, shaped to how that office works. Broker Desk is the first.
As we build for more kinds of business, each new system joins the list on the Systems page.
Every product
What comes with all of them.
You own it
Built in your own database and accounts. Everything it makes is yours.
Aftercare
We look after it, improve it, and send you a plain note every month.
You’re in charge
Nothing goes out that you haven’t approved. Your data stays yours.
Not sure where to start?
Tell us what takes your time. In a free consultation, we’ll point you to the product, or the system, that fits.
Book a free consultation