4. Modules Untick what this company will not use. Some modules are built on another — the list says which.
Projects Project management, timelines and budgets Purchases Supplier register and purchase orders with timeline tracking Needs Third Parties HSEQ Quality documents, incidents and corrective actions Calendar & Resource Resource calendar and employee scheduling Booking Bookable resources — meeting rooms, equipment, vehicles, etc. Visitor Portal Kiosk check-in screen for visitors with host notification Vessel Maintenance Fleet, equipment, planned maintenance, certificates and documents Economy / Budget Budgeting against an imported chart of accounts (not an accounting system) CRM Customers, contacts and meeting log Needs Third Parties Third Parties The shared register of external companies and their people — CRM → Customers and Purchases → Suppliers are this list filtered by role Surveys Surveys to colleagues and to people outside the company, answered through a private link Meetings Standalone meeting log with categories (top-level menu entry; the CRM entry point also needs CRM enabled) Leads & Sales Sales pipeline with per-lead communication, meetings and win-to-project flow Needs Third Parties Information Display Kiosk/signage display for images, PDFs, videos and web pages Events Plan events with tasks assigned to employees Presentations AI-assisted PowerPoint generator with admin-managed templates Tasks Every task in one place — typed in here, or raised on a meeting, project, lead or customer Newsletter Company news posts feeding the "Latest News" dashboard widget, together with meetings flagged for it Subscriptions The agreements we hold with our own service providers — mobile, power, software, insurance — with contract periods, notice deadlines and portal details E-mail archive Copies of e-mails fetched from a Microsoft 365 mailbox, sorted to projects, purchase orders and third parties. The Microsoft 365 connection and who may use it are set on the E-mail archive tab above Routeplan Route planning at sea: draw a route on the sea chart, check weather, waves and currents along it against the vessel's limits, get an AI recommendation, and turn it into a risk assessment Needs Vessel Maintenance and HSEQ