Solutions / General business
General businessOne workspace for the work every business does
Start with customers, quotations, invoices and tasks; add projects, inventory, approvals and automation as you grow. Every module shares the same records, so nothing is typed twice.
What gets in the way
- Five apps that do not talk to each other
- Paying for software nobody fully uses
- Data trapped in spreadsheets
A typical flow in Coopernut
Switched on for you
The modules a general business workspace starts with.
Customers & Contacts
One record per customer, everything linked
CRM & Sales Pipeline
Leads, opportunities and follow-ups
Quotations & Estimates
Branded quotes, approvals and conversions
Invoices & Payments
Invoices, partial payments, reminders
Projects & Tasks
Kanban, calendar, timeline, checklists
Expense Management
Receipts, categories, approvals
Forms & Requests
Public forms that create leads and tasks
Approvals
Internal and client approvals with audit trail
Documents
Private storage, folders, versions
Renewals & Reminders
Contracts, licences, deadlines
Inventory & Stock
Stock ledger, locations, low-stock alerts
Barcodes & Scanning
Generate and scan with any device
Label Printing
Label designer, A4 sheets, thermal, ZPL
Asset Management
Asset tags, check-in/out, maintenance
Workflow Automation
When this happens, do that
Client Portal
Clients see their own records securely
Try every feature free for 7 days
No card needed. Your workspace is ready in under a minute, with sample stages, lists and templates for your type of business.