One platform for the way your business actually runs
CoreAlign brings customers, work, appointments, documents and reporting into a single, configured system, instead of a spreadsheet stitched to several disconnected tools.
What’s inside CoreAlign
Customers & opportunities
Organisations, contacts, enquiries and opportunities in one connected view, so nothing gets chased down twice.
Work, actions & appointments
Work records, tasks, configurable actions and a shared appointment diary, tracked from start to finish.
Reporting & administration
Dashboards and reporting built on the same records, with configuration kept in a separate administration area.
Configured around your business, not the other way around
Businesses can configure approved terminology, workflows, actions, outcomes and operational views around the way they already work, see the Solutions page for how this looks in practice.
Who it’s for
Trade & field services
Businesses juggling jobs, quotes, appointments and follow-ups across a mobile team.
Retail & product businesses
Businesses tracking products, orders and customer communication in one place.
Professional services
Businesses managing client work, documents and reporting against the same records.
CoreAlign for your business
Tell us your business system needs today and we’ll get back to you.