Smart Business Companion (SBC)
Intelligent Business Management, Growth & Automation Platform
Brings customers, sales, money, marketing, work and business decisions together. SBC uses your actual business information from your profile to show what is happening, what matters and the practical next steps — then it does most of the work automatically for you.
See Smart Business Companion in Action
A short bilingual tour of the connected tools that help you manage customers, sales, projects, marketing, money and business decisions.
See How the Features Actually Work
A practical walk-through of Smart Business Companion — the features and functionalities working with real business information, step by step.
See the whole business
One connected view across sales, money, customers, work and performance.
Know what needs attention
Alerts and recommendations based on your records.
Move from insight to action
Prepares follow-ups, work, campaigns and documents through the same shared system.
A simple experience with serious business capability
You can start with one task or one customer and grow into connected systems, structured teams, approvals, automation and complex business execution without having to rebuild the way your business works.
Import practical business files such as Excel, Word, CSV, TSV or text. SBC helps organise the information and lets you review it before anything is added.
Bring work into SBCConnect authorised services, internal systems or your own API. Review access, test when permitted and use connected work without exposing credentials to the browser.
Explore ConnectionsDepartments, teams, permissions, approvals, activity history and structured execution support the move from one-person business to SME and corporate use.
Explore Business Control
One platform, shaped around your business
Start simply and keep the same connected records, controls and workflows as your business grows.
Freelancers, professionals, sole traders.
Small teams, departments, shared customers.
Layered roles, structured organisations.
Run the business from one connected workspace
Each area works with the same business, customer and work information. Nothing important is lost.
Simple on the surface. Powerful underneath.
SBC is more than a CRM or project tool. It can connect existing work, business systems and APIs, coordinate teams and approvals, automate routine attention and bring related customer, sales, work, finance, document and communication information together.
SBC helps you understand what is happening, what it means, what needs attention and what to do next — using information your business has actually recorded.
- Business Assistant
- Business Health
- Business Insights
- Business Knowledge
See capability details
Performance reports
Keeps customers, contacts, leads, business opportunities, sales pipeline, deal stages, follow-ups and complete customer history connected in one place.
- Customers and contacts
- Leads
- Sales pipeline
- Follow-ups
See capability details
Customer history
Define your target market and the tool finds fresh qualified leads for you and moves them into your sales process.
- Target-market guidance
- Lead discovery
- Source and freshness
- Prioritisation
See capability details
CRM hand-off
Contact details remain blank when a reliable source does not provide them.
Tell SBC what you want to promote. It helps prepare the strategy, calendar, advertising copy and channel-ready wording for your review, then keeps campaign work and recorded results connected.
- Campaign plans
- Campaign calendar
- Email and WhatsApp wording
- Social and advertising copy
See capability details
Results recorded in SBC
Send individual or bulk email and WhatsApp messages with personalisation, audience preview, consent checks, duplicate protection, files and customer history.
- Individual and bulk email
- Individual and bulk WhatsApp
- Automatic personalisation
- Attachments
See capability details
Consent and sending history
WhatsApp sending requires each business to connect its own approved Meta business account; production access is still subject to Meta approval.
Records money in and out, tracks what is owed, compares budgets with actual spending and understands cash flow and management profit or loss. Financial alerts, projections, financial explanations and recommendations.
- Money in and out
- Receivables and payables
- Budgets
- Cash-flow view
See capability details
Financial explanations and reports
Designed for business management, not statutory accounting, tax filing or bank feeds.
Use the part of SBC you need at any time. My Plan, tasks, meetings, checklists and projects work together when useful, but you never have to start a project before using them.
- My Plan / Daily Planner
- Tasks you can use on their own
- Complex projects when you need them
- Meetings and appointments
See capability details
Reusable checklists · Attention items
Prepare, edit, save and download practical business documents using information already held against customers, tasks and projects.
- Quotes and invoices
- Receipts and purchase orders
- Proposals and contracts
- Policies and meeting minutes
See capability details
Reports and PDF downloads
Review verified procurement notices and relevant business information, understand the evidence, save deadlines and turn a suitable notice into tracked work.
- Live tenders / contracts and procurement
- Source and evidence. Relevant business information/news
- Relevance assessment
- Deadline tracking
See capability details
Recommended next actions
Current verified automated notices come from connected procurement sources; news is never presented as an application opportunity.
Monitors competitor pages, websites and feeds for meaningful published changes, then see the source, date, interpretation and a practical response.
- Website and news monitoring
- Published pricing changes
- Product and service changes
- Important announcements
See capability details
Recommended response
Capture notes, ideas, research and meeting details, identify decisions and actions, turn notes into normal tasks and preserve lasting business facts.
- Business notes
- Meeting notes
- Summaries and decisions
- Notes to tasks
See capability details
Reusable business knowledge
SBC keeps watch over important business activities and brings the right work or alert to your attention when action is needed. Late payments, budget issues, opportunity deadlines, quiet sales, customers needing attention and enquiries requiring action.
- Late payment attention
- Budget warnings
- Opportunity deadlines
- Quiet sales
See capability details
Customer and enquiry follow-up
Give people the right access, keep each organisation private, use approvals for important actions and retain a clear activity history.
- Users and teams
- Roles and permissions
- Approvals
- Organisation privacy
See capability details
Secure connections and activity history
Bring the business systems and work you already use into SBC without reorganising your business first. Connect authorised systems or your own API, import existing work, review what SBC can access and keep control of what is brought into the workspace.
- Existing Excel, Word, CSV, TSV and text work
- Ready-made business-system connections
- Your own systems and Custom APIs
- Review before importing or using connected data
See capability details
Secure server-side credentials and access withdrawal
SBC does not assume every external system can be embedded or fully synchronised. Where direct in-workspace use is not permitted, SBC provides a secure separate-system path. External writes and customer-facing actions remain subject to the connected system's permissions and SBC approval controls.
Support larger organisations with teams, departments, roles, permissions, approvals, activity history, connected systems and structured execution — while keeping the everyday experience simple for each person.
- Departments and teams
- Roles and permissions
- Approval-controlled actions
- Cross-team work and execution
See capability details
Organisation-level activity and control
Plan trips, discover destinations, build itineraries, check weather, prepare for departure and understand travel risks.
- Destination discovery
- Travel planning and itineraries
- Experiences and places
- Weather and practical information
See capability details
Travel risk and readiness support
Use one scalable workspace across any industry or profession — from a one-person business to an SME or Corporate / Enterprise — with country, currency, language and reading preferences.
- Business profile
- Country and location
- Default currency
- Language preferences
See capability details
Solo, SME and Corporate / Enterprise modes
Currency is recorded and displayed; live currency conversion is not included.
Important information, brought into your work
A LIVE scrolling information strip brings relevant announcements and verified procurement notices, alerts and more into your workspace. Every item shows its source, repeats are filtered and expired deadlines are removed.
- Matched to your location and business profile
- Keeps the original source and evidence clear
- Lets you choose the categories and reading speed
