106 features, 45 industry packs. One login

Automation Studio

Build if-this-then-that automations across the workspace, including steps that create records.

CRM Insights

Org-wide pipeline analytics and per-owner performance.

Cadences

Multi-step outreach sequences for leads and contacts.

Contacts & Mailing Lists

The address book, all business contacts, plus mailing lists built from it.

Customers

Customer accounts with history, contacts, and financials.

Email Studio

Campaigns, email marketing, and brand assets.

Estimates

Customer estimates, draft, send, and convert to invoices.

Forms & Surveys

Build forms and surveys; collect and review responses.

Lead Scoring

Automatic lead scoring rules and rankings.

Leads

Sales leads, capture, qualify, score, and convert.

Opportunities

Opportunity pipeline: track bids from first posting through Go/No-Go gates to award.

Reputation

Review requests and reputation monitoring.

Sales Performance

Your sales numbers against quota, and the team pipeline for managers.

Sales Team Settings

Team-wide sales targets, coaching, incentives, and scoring configuration.

Vendors

Vendor accounts, profiles, POs, bills, and RMAs in one place.

eCommerce

Product catalog and online orders, wired straight into fulfillment.

Fulfillment

The orders you ship to customers, fed automatically by paid online orders.

Inventory

Parts and stock catalog with quantities and locations.

Operations Dashboard

Operations overview, workload, throughput, and status across the org.

PO&AM

Planning board for organizing upcoming work.

Procurement

Purchase requests, BOMs, approvals, fabrication, and warehouse material issues.

Projects & Tasks

Projects with tasks, milestones, budgets, files, and team assignments.

Risks

Project risk register, identify, score, and mitigate risks.

Schedules

Project schedules and timeline views.

Bills

Vendor bills to pay, capture, approve, and schedule payment.

Cashflow Forecasting

A cashflow forecast for the organization.

Contracts

Contracts and funding: terms, values, modifications, and assignments.

Costing

Company-wide margins: project costing and contract financials in one view.

Draw Requests (RFD)

Lender-facing contract draw packages with a point-in-time financial rollup.

Expenses

Expense reports, submit your own; approve your team's.

Finance Settings

Finance configuration, numbering, defaults, and approval rules.

Finance Templates

Document templates for invoices, POs, and contracts.

Invoices

Customer invoices, draft, approve, send, and track payment.

Payments Ledger

Money in and money out, one live, filterable ledger.

Purchase Orders

Outbound POs to vendors: draft, approve, send, track, and handle RMAs.

HR Dashboard

Workforce overview, headcount, leave, and time metrics.

Hiring

Jobs, applicants, interviews, and offer approvals.

Leave / PTO

Time-off requests, approvals, and balances.

Onboarding

New-hire onboarding checklists; adoption tracking for leadership.

Org Chart

The reporting structure, visualized.

People Directory

The employee directory, profiles, departments, and reporting lines.

Policies

Company policies, read and acknowledge.

Profile

Your profile, preferences, and account settings.

Teams Directory

Every team as a card, who's on it, who leads it, and who is on no team at all.

Time & Attendance

Clock-ins, time entries, and timesheets.

Escalation Board

Operator view of agent escalations and their resolutions.

Feature Atlas

Every feature, module, app, and agent tool in the platform, with your own permission state.

Feedback

User feedback collection and review.

Incidents

Incident reports, log, track, and summarize.

Knowledge Base

KB articles, write, publish, and search workspace knowledge.

QRM Manager

The operator console for ticket queues, approvals, and tenant operations.

Requests

Support requests, submit, triage, and resolve.

Support Dashboard

Support metrics, volume, response times, and resolution rates.

Calendar

Org and project calendar with two-way Google Calendar sync.

Dashboard

Your home base, tasks, alerts, project status, and quick actions in one view.

Events

Register of planned drills, exercises, and organizational events, tracked from scheduled through completed.

Logistics

Outbound, inbound, and vendor-direct movement in one ledger.

Mission Rooms

Live incident rooms projecting core incident data for coordinated response.

Next Up

A ranked queue of what to do next, with guided work sessions.

Records

Structured, typed records the whole workspace can reference.

Resources & Assets

Asset management keystone, equipment, vehicles, and resources with lifecycle tracking.

Today

A personal daily agenda: your tasks, meetings, and priorities for today.

Channels & Messaging

Public and private channels, DMs, threads, mentions, and shared files.

Comments

Your personal comment-thread hub across every record type.

Email Inbox

Integrated email inbox inside the workspace.

Availability

Who's available when, soft-blocked availability across the team.

Q Coin Rewards

Team recognition and rewards, every user has a Q Coin wallet.

Qanvas (Docs, Decks, Pages, Sheets & Boards)Beta

Docs, decks, pages, sheets, and boards, one shell for five kinds of work.

Team Activities

The team activity feed, what everyone is working on.

Team Calendar

The team's shared schedule.

Team Tasks

Shared team task lists outside of projects.

Files

Shared files and documents with previews and access control.

History / Audit

The audit trail, who changed what, when.

My Tables

Personal saved table views over workspace data.

My Work

Private custom pages, dashboards, tables and reports designed with QaiS and Laila.

Reports

The report builder, query and export data across every entity.

Skills Studio

Author reusable AI skills for the workspace's agents.

Assistant Mode & Personal AgentsBeta

Your personal agent screens every notification and only interrupts when it matters.

MCP Connector (personal AI clients)

Connect your personal AI client (Claude, ChatGPT, or Grok) to your workspace over MCP.

Grok Bot ConnectorNew

Point Grok, or an always-on Grok Bot, at your workspace and it works here as you, approvals included.

Video Studio with Laila

Create a draft with Laila, then edit b-roll, text, graphics, audio, and transitions before exporting the final video.

Explore Video Studio · Read the how-to guide

Workspace Glossary

A per-workspace dictionary of terms and acronyms for AI search: a query that uses a glossary acronym is expanded with its spelled-out form.

Agent Administration

AI agent configuration, LLM routing ops, and the knowledge index.

Agent Directory

The AI agent marketplace, browse and enable workspace agents.

Agent Program Telemetry

A closeout readout showing how the agent program is performing.

Apps

80+ first-party and custom-built mini apps, launchable from one place.

Content Moderation

Report objectionable messages, block abusive users (their content hides instantly), and review the report queue.

Fallback Hands (Operator Session)Beta

Ask for something an agent has no tool for, and it hands the job to an operator session.

Live Job Cards & Deep Research

Slow agent work runs in the background under a live card you can watch.

Overnight Tool Improvements

When a platform tool gets better overnight, your agents notice and put it to work.

Platform Administration

Workspace management, custom domains, defaults and navigation layout for the platform operator.

Presenter Studio

AI video presenters for everyone: templates, workspace-shared, and your own private presenters; self-service avatar creation.

Recycle Bin

Restore soft-deleted tasks, projects, invoices, bills, POs, and PRs.

Settings

The consolidated settings hub, account for everyone; workspace/system panels per role.

Shared Mailboxes

Company inboxes connected once for the whole workspace.

Telephony

Workspace phone lines, your line, plus admin setup.

Usage & Analytics

Usage metrics, AI spend, and page analytics.

Watch Rules, Recipes & the Automation Review

Standing arrangements in a sentence: "when an invoice gets paid, tell me."

Client Dashboards

A read-only, client-safe status view of a project in the customer portal.

Customer Chat

A live, real-time chatroom between a project's internal team and its linked portal customer, turned on per project by its manager.

Portal Ask QaiS

A floating, portal-wide AI assistant for signed-in client-portal customers that answers questions about their projects.

Portal My Account

Self-service account management for signed-in portal customers.

Jobsite

Each job over its project, from the contract and billing to the crew on site.

• Milestone, CLIN and schedule-of-values billing with pay applications
• Daily logs, punch list, RFIs and submittals
• Change events, with unpriced changes flagged
• Dispatch board, work orders and service agreements
• Documents with revisions, markups and outside share links
• Subcontractor directory with insurance compliance

Scheduling

Appointments for any business that books its time.

• Bookable services and the resources they use
• Weekly booking hours
• One appointment book for the team
• Public booking page that needs no customer account

Roofing

The roofer's storm and sales desk, from last night's hail to a signed job.

• Last night's hail mapped over every roof you know
• Storm response lists: past customers, door-knock routes, postcards
• Seven-stage pipeline from lead to paid
• Roof measuring and Good, Better, Best proposals
• Insurance claims with a supplement finder
• Agents draft the texts; a person sends them

Evacuation Command

Evacuation orders by zone, from the first warning to the after-action record.

• Zone orders set one at a time or in bulk
• Road closures, hazards, routes and shelters on the map
• Playbooks and drills
• Every status change logged with who made it
• Genasys, FIRIS and county zone feeds kept in sync
• After-action records

Signal Command

Siren and radio coverage planning.

• RF and audio sites with their antennas and sirens
• Coverage rendered over 3D terrain
• Device profiles applied across sites
• GeoJSON, KMZ and PNG coverage exports, device CSV
• Site snapshots and share links

ThreatSense

One event feed for every source you watch.

• NWS, NOAA, IPAWS and XWeather feeds plus your own sensors
• Events scored, matched by location and deduplicated
• Coverage view and event history
• A clean stream for operator triage and the public portal

Fire & Flood

Fire weather and flood forecasts on your map.

• NWS fire weather, SPC outlooks and Red Flag warnings
• NOAA river forecasts and the National Water Model
• Fire-spread and flood-extent projections
• Thresholds that raise an event for an operator to review

RallyPoint

The public portal, and the volunteer and transport work behind it.

• Residents see published events and check in as safe
• Surveys and alert subscriptions
• Access and functional needs registry with transport
• Volunteer corps with deployments, shifts and SMS recall
• Damage assessment and dispatch

Operations Center

One room for incidents, assets and published feeds.

• Common operating picture over incidents, assets and feeds
• Coverage planner on the same map
• SiSA alerting consoles in the room
• Sized for one facility or a statewide EOC

Smart Alert

The SiSA mass notification desk for emergency managers.

• Text, voice, email and IPAWS alerts
• Send to a drawn area on the map or to a group
• Templates, CAD automations and NWS alert automations
• Training mode for practice sends
• Audit history of every alert

ICS Library

FEMA and NIMS forms, ready to fill.

• ICS forms 201 through 225
• Incident Support Model EOC forms
• FEMA Public and Individual Assistance recovery forms
• Filled, edited and reviewed in the Forms builder

Fortress

Who is here, and are they OK.

• Rosters for shelters, activations, shifts and event days
• Check in and out by door QR code, personal pass or the app
• Sites with zones, capacity and a headcount board
• Front desk visitor sign-in
• Sign-in sheet export
• Nothing recorded outside an open roster

Continuity

Keep critical functions running through a disruption.

• Essential functions mapped with their dependencies
• Guided builder for first-time planners
• Readiness, completion and evidence scored separately
• Exercises kept apart from the live plan
• Partner access by invitation
• Approved baselines and offline packages

At-Risk Registry

People at risk of wandering who wear a radio transmitter.

• Each person's record kept current by the responsible agency
• Battery and strap service visits on a schedule
• Search response when someone goes missing
• Public enrollment form for caregivers, reviewed by staff
• Agency portal for officers outside the workspace

Practices & Providers

Practice setup and the people who run it.

• MAC number, enabled programs and revenue share
• Provider roster and staff schedule
• Time clock, staffing, job postings and applicants

Patients

The patient registry, from first contact to enrolled.

• Enrollment stages with opt-out tracking
• Activation call lists
• Conditions and programs per patient
• Care managers see only their assigned patients

Care Plans

Care plans with provider review.

• Drafted, submitted and approved
• Provider review before approval
• Built from the condition question sets

Care Management

The daily care-management loop for each practice.

• Care tasks and escalations
• RPM readings, devices, coverage and BP reports
• Alert oversight
• Patient messages

Clinical Charting

Encounter notes drafted by QaiS from the visit.

• SOAP and encounter notes
• RPM vitals pulled into the note
• ICD-10 and CPT code suggestions

Appointments

Appointments that know the patient and the practice.

• Each visit linked to a patient and practice
• Telehealth join link on the visit
• Runs on the shared booking engine

Protocols

Wellness protocols assigned to patients.

• Nutrition, supplement, movement and lifestyle protocols
• Adherence tracking per patient
• Patient food, mood, sleep and symptom journals

Conditions Library

The conditions a practice manages, with their questions.

• Chronic-condition catalog
• Question sets per condition
• Feeds care plans and daily check-ins

Billing

Time tracking and the CPT billing ledger.

• Call, admin and operations time entries
• Ledger from in progress to billed
• Ready for billing and RPM billable lists
• Fee schedules, rates and rules

Payments

Payer reconciliation per CPT code.

• Primary and secondary payer payments
• Reconciliation with payment status
• Remaining balances

Analytics

Analytics across every practice.

• Patient, billing and revenue analytics
• Report catalog
• Revenue share shown only to permitted roles

Executive

The group view for founders and boards.

• Group P&L with drill-down per site
• Spend requests with recoup time and impact
• Decision deadlines
• Access granted per person

Patient Portal

What the patient sees, signed in with a link.

• Next appointment with telehealth join
• Today's care plan and recent vitals
• Secure messages, forms and balance
• Food, mood and sleep logging

Content Library

The practice's own patient education library.

• Articles, tips, FAQs, food plans and recipes
• Drafted in the practice's voice with an originality check
• Clinician approval before a patient sees it
• Filtered by each patient's avoid list

Safety Management

A safety management system for any industry.

• Hazard reports
• 5x5 risk assessment and risk matrix
• Risk register
• Corrective and preventive actions
• Safety performance dashboard

Training & Certifications

Who is trained, on what, and until when.

• Course and credential catalog with validity periods
• Training record for each person
• Automatic expiry tracking
• Alerts before a credential lapses

Credentials & Access

Badges, cards and keys through their whole life.

• Badges, keycards, PIV cards, system accounts, permits and keys
• Access areas granted per credential type
• Active, suspended, revoked and returned states
• Access audit log

Inspections

Recurring inspections on reusable checklists.

• Checklist templates
• Scheduled inspections with pass and fail items
• Findings with corrective actions and reinspection
• Facility, vehicle, equipment and FAA Part 139 checks

Environmental Compliance

Environmental permits and the readings behind them.

• Air, stormwater, SPCC, RCRA and Title V permits
• Renewal tracking
• Monitoring readings checked against permit limits
• Spill and event register with agency notifications

Airfield Operations

The airfield day, from the first inspection to the last flight.

• Daily airfield logbook and NOTAMs
• Runway condition reporting (RCAM) and snow and ice control
• Airfield map, work orders and airport incidents
• Gate and RON management with a flight board
• Passenger experience and announcements

Aviation Compliance

FAA enforcement and inspections in one record.

• FAA citations and notices of violation
• Part 139 self-inspection template on the Inspections pack
• Environmental permits on the shared compliance engine

Safety Programs

The safety programs an airport runs every day.

• ARFF readiness
• FOD program
• Wildlife hazard management

Agreements

Agreements for teams without in-house counsel.

• Deal terms filled from live records, each with its source
• Every blank named with a reason
• Approved clause library with plain-language explainers
• Obligations tracked after signing
• Agreements tab on each opportunity

Team Performance

Performance read from the work already in QRM.

• Signals from tasks, requests, time, reviews and training
• Each signal linked to its source
• Role performance score with a separate basics band
• Goals, check-ins, reviews and calibration
• Visibility follows the reporting line, every view logged

Readiness Copilot

Which rules apply to you, and what it takes to be ready.

• Short setup that reads what QRM already knows
• Requirements that apply, each with its reason and citation
• Nightly watch on federal rule changes
• Obligations as owned tasks with evidence
• Certification roadmap ranked by the bids it opens

Agent Value

What the agents did for each person, counted and shown back to them.

• A Thursday assessment that opens with work already done
• Findings to approve, edit or dismiss
• Hours and labor value returned, each number labeled measured or estimated
• Rolled up to team, department and company with no private content

Scheduling

Appointments for any business that books its time.

• Bookable services and the resources they use
• Weekly booking hours
• One appointment book for the team
• Public booking page that needs no customer account

Accounting Early access

A double-entry general ledger beside the invoices and bills you already send.

• Double-entry general ledger with journal review
• Multi-currency, exchange rates and bank reconciliation
• Month-end and year-end close
• Multiple legal entities with intercompany and consolidated statements
• Trial balance, P&L, balance sheet and cash flow
• Sales tax, VAT and GST: tax codes per line, a US sales and use tax report by state, EU and UAE VAT returns
• Audit trail of every post, edit, void and reversal, with optional audit-grade controls
• Fixed assets with depreciation, plus deferral and accrual schedules

University

An online university inside your workspace.

• Course builder with days and content blocks
• Paid cohorts with outside students and professors
• Grading of real assessments
• Certificates of completion
• Student, professor and reviewer portals

Student Analytics

Student results for a school district, from the roster to the federal index.

• Daily OneRoster sync or CSV import of rosters, assessments, attendance and marks
• Achievement levels, learning gains and growth by school, grade and subgroup
• Graduation, on-track and early-warning flags as decision support
• ESSA-style index with CSI, TSI and ATSI designations
• Every rule editable, every run stores the rules it used

Training & Certifications

Who is trained, on what, and until when.

• Course and credential catalog with validity periods
• Training record for each person
• Automatic expiry tracking
• Alerts before a credential lapses

Marketing & Branding

A marketing workspace on the CRM, for in-house teams and agencies.

• Campaigns across email, SMS, social, web, paid, events and PR
• Content calendar that posts to Facebook, Instagram and LinkedIn after approval
• Google Ads and Meta reporting
• Web analytics with GA4
• Attribution from ad spend to leads and revenue

Sales Training

Coaching from real calls, scored against your own rubric.

• Score a pasted call transcript on your weighted rubric
• One coaching focus tied to the lowest score
• Turning point and main objection
• Logged loss reason checked against the transcript

Floating Nav Windows

Open any screen as a draggable, resizable floating window over your current one.

Unified Tables & Queue Rails

Every list screen shares one queue-rail system with live cascading counts.