Every feature you need. Nothing you don't.

Store unlimited contacts with multi-value emails, phone numbers, and structured addresses. Every contact has a full activity timeline — calls, emails, bookings, deals, invoices — all connected automatically.

• Unlimited contacts
• Multi-value emails & phone numbers
• Structured address fields
• Attachment storage
• Smart deduplication
• CSV import & export
• Full activity timeline
• Linked deals, bookings & invoices

Company profiles with linked contacts, deals, and documents. Domain-based matching helps you associate new contacts to the right company automatically, keeping your database structured without the manual effort.

• Unlimited companies
• Linked contacts & deals
• Domain-based auto-matching
• Company-level activity timeline
• Custom field support
• Attachment storage

Manage your entire sales pipeline with a visual Kanban board. Weighted deal values give you an accurate revenue forecast, while approval workflows prevent premature stage transitions on high-value opportunities.

• Drag-and-drop Kanban board
• Weighted pipeline forecast
• Approval workflows for key stages
• Deal-linked documents & services
• Activity timeline per deal
• Win/loss reporting
• Multi-pipeline support

Build a catalogue of your services with names, descriptions, pricing, and duration. Services link directly to deals, bookings, and invoices — so your quote is always consistent with what gets delivered and billed.

• Unlimited service definitions
• Per-service pricing & duration
• Linked to deals & bookings
• Used in quote line items
• Assignable to staff members
• VAT & tax configuration

Staff calendars with configurable availability windows, buffer times, and per-service durations. Bookings are automatically linked to CRM contacts — so you always know who you're meeting and why.

• Per-staff availability rules
• Multi-service scheduling
• Automated confirmation emails
• CRM-linked bookings
• Buffer time configuration
• Public booking links
• Calendar sync ready

Create branded quotes linked to deals and convert them to invoices in one click. Support for multi-currency, VAT, and custom line items. Track payment status from issued to paid — all against the CRM record.

• Branded PDF generation
• Quote-to-invoice conversion
• Multi-currency support
• VAT & tax line items
• Payment status tracking
• Deal-linked invoices
• Custom payment terms

Create tasks for yourself or assign them to team members, linked to contacts, companies, or deals. Set priorities and due dates, and track completion across your whole team from a unified task board.

• Individual & team tasks
• Due dates & priorities
• Linked to CRM records
• Team assignment
• Completion tracking
• Notification on assignment
• Task board view

Attach contract documents directly to deals and companies. Keep signed agreements, statements of work, and NDAs organised and accessible — always linked to the relevant client record.

• Document storage per deal
• Linked to companies & contacts
• Version management
• Accessible from any linked record
• Secure storage

Drag-and-drop email template builder with real-time preview, AI-powered template generation, and detailed analytics. Manage your sender domain, control send limits, and track every open, click, and unsubscribe against CRM contacts.

• Visual drag-and-drop builder
• AI template generation
• Sender domain enforcement
• Open & click analytics
• Link tracking
• Recipient list management
• Send-time scheduling
• Unsubscribe management

A native IMAP/SMTP inbox built into the CRM. Emails are automatically linked to the matching CRM contact or company — so your team sees every conversation in context, right next to the deal or booking it relates to.

• Native IMAP/SMTP support
• Auto-linked to CRM contacts
• Folder & label management
• Threaded conversations
• Team inbox sharing
• Reply from CRM context
• Sent mail tracking

Connect Meta, LinkedIn, Instagram, and TikTok and manage your entire social presence from a single calendar. Plan and queue content across channels, with engagement analytics to track what performs.

• Multi-platform scheduling
• Facebook, Instagram, LinkedIn, TikTok
• Unified content calendar
• Engagement analytics
• Publishing queue management
• Post preview per network
• Cross-channel scheduling

Embed lead capture forms on your website that feed directly into your CRM. Every submission creates or updates a contact record automatically — no manual data entry, no missed enquiries.

• Embeddable form builder
• Automatic CRM contact creation
• Webhook delivery
• Source tracking
• Custom field mapping
• Real-time notifications
• Spam filtering

A dedicated AI workspace scoped entirely to your CRM data. Ask about pending payments, research a company before outreach, draft a sales follow-up, or generate campaign ideas. Always one click away from any page via the header — with its own chat history, projects, and folders.

• CRM-aware context
• Dedicated workspace with projects & folders
• Always accessible from header
• Pre-built prompt suggestions
• Conversation history saved & searchable
• Sales & marketing templates
• Company & contact research

The Opportunity Radar analyses your CRM data in real time to surface upsell, retention, and churn signals. Know which clients are at risk, who's ready to expand, and where your team should focus this week.

• Upsell signal detection
• Churn & retention risk scoring
• Real-time surfacing
• Client health indicators
• Revenue opportunity alerts
• Actionable recommendations
• Linked to CRM contacts

See which companies are browsing your website even before they fill in a form. Visitor Intelligence maps IP data to company profiles and surfaces them directly in your CRM — so your sales team can reach out at exactly the right moment.

• Company identification from IP
• Real-time visitor alerts
• CRM contact matching
• Industry & company size data
• Page-level visit tracking
• Lead score integration
• GDPR-compliant processing

Portfolio Intelligence gives you a radial sunburst view of your entire customer base — broken down by service, revenue, and health. Track MRR, ARR, and renewal risk scores across all clients in a single dashboard.

• Radial sunburst portfolio view
• MRR & ARR tracking
• Renewal risk scoring
• Service distribution analysis
• Revenue health indicators
• Per-client drill-down
• Export & reporting ready

Every email, call, booking, deal update, invoice, and note is automatically logged to an unbroken activity timeline against the relevant contact, company, and deal. Nothing is ever lost or disconnected.

• Auto-logged across all modules
• Contact-level timeline
• Company-level timeline
• Deal-level timeline
• Searchable history
• User attribution
• Exportable audit trail

Connect your advertising and marketing data to CRM outcomes. Track which campaigns, channels, and sources are generating contacts, deals, and revenue — so every marketing pound is accountable.

• Campaign source tracking
• Multi-channel attribution
• Ad platform integration
• Revenue attribution to campaigns
• Contact source reporting
• ROI dashboard
• UTM parameter support

Capture and manage internal feedback directly within the platform. Whether it's review cycles, client satisfaction inputs, or internal process improvements — structured and linked to the relevant records.

• Internal feedback collection
• Linked to CRM records
• Structured response formats
• Team visibility controls
• Feedback tracking & follow-up
• Review cycle management

Configure approval workflows for high-impact actions — deal stage transitions, invoice dispatch, contract signing, or access changes. Requests route to the right approver and nothing moves forward without sign-off.

• Multi-step approval chains
• Deal stage gate approvals
• Invoice dispatch approvals
• Approver notifications
• Full audit trail
• Configurable approval rules
• Override controls for admins

Role-based access control with three tiers — Owner, Manager, and Staff. Each tier has configurable permissions across every module. You control exactly who can see, edit, or delete any record in the system.

• Owner / Manager / Staff tiers
• Module-level permissions
• Read / write / delete controls
• Invitation management
• Session & login controls
• Per-user audit logging
• Access revocation

Industry templates give you a pre-configured CRM setup tailored to your vertical — from pipeline stages to service catalogues. Get running faster with sensible defaults that match how your industry actually works.

• Pre-built pipeline templates
• Industry-specific stages
• Service catalogue defaults
• Custom field presets
• Email template libraries
• Booking service templates
• One-click setup

Native Stripe integration for managing client subscriptions, recurring billing, and payment collection. Track subscription status, handle renewals, and reconcile payments against CRM accounts — all from inside the platform.

• Native Stripe integration
• Subscription lifecycle management
• Renewal tracking
• Payment failure handling
• CRM-linked billing records
• Invoice reconciliation
• Plan management

Real-time notifications across every module — new leads, deal updates, booking confirmations, invoice payments, task assignments, and approval requests. Configurable per user so you only hear about what you need to.

• Real-time in-app notifications
• Email notification delivery
• Per-module configuration
• Team mention alerts
• Task assignment notices
• Approval request alerts
• Digest mode available

Full white-label capability on the Enterprise plan. Replace every instance of COLABR8 TECH branding with your own logo, colours, and name. Your clients see your platform — not ours. Available across the full UI and all system emails.

• Custom logo & brand colours
• No Colabr8 branding shown to end users
• White-label system emails
• Custom domain support
• Custom sidebar labels per industry
• Resellable to your own clients

Built for agencies and service businesses that manage multiple client accounts. Each tenant is fully isolated with its own data, users, and configuration — managed from a single operator interface.

• Fully isolated tenant accounts
• Row-level security per tenant
• Centralised operator dashboard
• Per-tenant configuration
• Scalable to hundreds of tenants
• GDPR-compliant data isolation

Every account is isolated using row-level security. Data is encrypted in transit and at rest. Role-based access controls limit exposure internally. Full audit trails give you visibility of every action taken in the platform.

• Row-level security
• Encryption in transit & at rest
• Full audit logging
• Access control per user
• GDPR-compliant by design
• Data deletion workflows

COLABR8 TECH is fully responsive and optimised for mobile use. Whether your team is checking a deal on the go, confirming a booking from the field, or approving an invoice from their phone — the platform works exactly as expected.

• Fully responsive design
• Mobile-optimised navigation
• Touch-friendly interactions
• Fast loading on mobile networks
• Consistent experience across devices