Start from the smallest set that fits your business.
The minimum is industry-dependent, and usually smaller than all fourteen apps. Systems you already run (a PSA, an ERP, a property system) are connected to, not replaced. These are previews: nothing here installs as a template yet, and each is a hypothesis a pilot has to confirm.
Professional services
Starts with: CRM, Support, Billing.
Often adds: Books, Compliance, BI.
Connects to: PSA tools (Kantata, Accelo, BigTime); QuickBooks Online.
Revenue leakage is the usual first problem.
Marketing agencies
Starts with: CRM, Outreach, Content.
Often adds: BI, Billing.
Connects to: Ad platforms; Project management.
Client retention and reporting time.
MSP and IT services
Starts with: Support, CRM, Billing, Edge sentinel.
Often adds: Compliance, Books.
Connects to: Your PSA and RMM (these are not replaced).
Tickets, contracts and security evidence.
Wholesale and distribution
Starts with: Books, Support, CRM, BI.
Often adds: Billing, Market intel.
Connects to: Your ERP or order system.
Fits the existing ERPNext, CRM and support capabilities closely; the pilot has to confirm it.
Property management
Starts with: Support, BI, Compliance, Lifecycle.
Often adds: Billing, Books.
Connects to: Your property-management system.
Requests, renewals and compliance.
Next and later
- Financial compliance and KYC (next). The next specialist template, building on the KYC screening app.
- Healthcare administration (later). Needs a business-associate agreement and careful limits; we support approved integrations only.
- Legal operations (later). Connect-only. Trust-account funds are never moved automatically.