Smart Search across business records

What this module does

Smart Search helps teams find the right business record faster, across modules that normally live in separate tools.

• Search customers, companies, tickets and projects
• Locate documents, invoices, notes and portal records
• Reduce time moving between separate systems
• Keep search aligned with controlled access and daily operations

Workflow example

A customer request can become a task, a document, a proposal, an invoice, a payment and a project follow-up without losing context.

Best for

Teams that want customer-facing and internal processes connected in one system.