Everything your teams need, working from the same records
Every feature in CoreAlign reads from and writes to the same underlying customer, work and reporting records, nothing is bolted on as a separate tool.
Feature areas
Available
Customers & contacts
A connected view of every organisation, contact, enquiry and opportunity.
Available
Work records & tasks
Configurable actions carry each piece of work through a clear, controlled process.
Available
Appointments
A shared diary that keeps appointments connected to the work they belong to.
Available
Quotes, products & payments
Quotes, products and services, and payments tracked against every record.
Available
Documents & communications
Documents, files and communications kept together with the records they relate to.
In development
Dashboards & reporting
Clear dashboards and reporting, with more advanced automation on the roadmap.
Controlled access, built on your own records
Access to your CoreAlign data is controlled by role, so people only see what’s relevant to their work. Every feature reads from and writes to the same underlying records, so reporting is never working from a stale copy.
Curious how these fit your business?
Request early access and we’ll walk through the features relevant to you.