CRM
Customer, contact and address records inside the tenant. Included from Starter.
Modules follow the package
Starter opens CRM and accounting. Professional adds inventory, projects and field service. Business adds HR, payroll, WhatsApp and advanced reports. Enterprise adds the rest, including AI.
Serviqoo · Company dashboard
Every screen, module by module
Current workspace screens. A stored WhatsApp thread is not a sent reply, and the AI copilot does not invent a cash position.
Overview
Company dashboard
Workspace home for the signed-in company. Paid invoices, receivables and customer counts come from stored rows.
AI copilot
Enterprise only. The copilot does not invent overdue invoices or a cash position.
Sales & customers
CRM & customers
Stored customers, segments, and open balances. No risk score is calculated.
Quotations
Open quotations can be converted. Declined, expired and converted quotations cannot.
Invoicing
Invoices in the document language. Reminder checklist is day 3, 14 and 30. Checkout is not connected.
Finance
Accounting
Accounting for the tenant, included from Starter. Bank feeds are not connected.
Expenses
Expense records you enter. A receipt file is not read.
Payments & balance
Payment status for the tenant. Card and wallet checkout are not connected.
Reports
Income and expense account balances. The chart groups rows by month name. A file is not downloaded from this screen.
Supply chain
Suppliers
Vendor records with payment terms, lead times and open purchase balances.
Products & categories
Catalogue with pricing, VAT class, categories and tracking method.
Inventory
Stored quantities and recorded movements. A reorder point is a stored number, not a sent alert.
Purchase orders
Draft purchase orders and how much has arrived. Marking one sent does not dispatch email.
Goods receipts (GRN)
Receive against POs with accepted and rejected quantities, batches and tracking.
Inventory audit
Counted quantities compared with stored warehouse quantities. Completing a count adjusts stock. It does not post a journal.
Operations & messaging
WhatsApp inbox
Business and Enterprise. A stored thread is not a sent reply. No message is delivered until Cloud API tokens exist.
Automation flows
Saved flows. A test run does not send email or WhatsApp.
Tasks & projects
A board of stored tasks. There is no timeline and no workload total.
Documents
Titles, folders and expiry dates. File bytes are not stored until object storage is configured.
People
HR
Employees, attendance, leave, contracts and teams per country.
Payroll
Payroll runs you post. No wage file and no payslip PDF are created.
Workspace
Custom domains
Custom domain is an Enterprise entitlement, not part of every package.
Integrations
Workspace connections. Payment providers are not configured.
Workspace settings
Branding, country environment, numbering, roles and permissions.
Starter and above
Quotations
Open quotations can be converted. Declined, expired and converted quotations cannot.
Invoices
Issued in the document language. The reminder list is day 3, 14 and 30. Checkout is not connected.
Accounting
Journals and the country tax profile. Included from Starter.
Standard reports
Reports for this tenant. Advanced reports start on Business.
Professional and above
Work orders
Hours, materials and a typed signature name. Photos are not stored. Completing a job does not invoice.
Projects
Tasks and projects for the tenant. Hidden on Starter.
Business and above
HR
Employee records. Not included on Starter or Professional.
Payroll
Payroll records for the tenant. Not a country filing portal.
WhatsApp inbox
Shared inbox on Business and Enterprise. A message is not sent until Cloud API tokens exist.
Enterprise
AI assistant
Enterprise only. It does not invent invoices or a cash position.