Platform
Sixteen module groups. One record of the customer.
SDRBO is a single application, not a bundle of apps sharing a login. A contact captured by a form is the same contact on the deal, the project, the invoice, the ticket and the course roster. The history is complete without a single integration, because there is nothing to integrate.
- Website formForms and surveys
- Contact and company createdCRM
- Deal opened and gradedSales pipeline
- Quote sent and signedQuotes and e-sign
- Project spun up from templateProjects and tasks
- Hours logged against the jobTime tracking
- Invoice issued and paidInvoicing
- Ticket raised after deliverySupport desk
- Training assigned in the portalLMS and client portal
Revenue, delivery and money
The path a customer takes from first enquiry to paid invoice, held in one place so no stage has to be re-entered into the next.
CRM and sales operations 01
Track the whole sales motion in one pipeline instead of a spreadsheet and a shared inbox.
- Contacts, companies, leads, deals and multiple pipelines
- AI lead grading and lead routing rules
- Scheduling, follow-up sequences and nurture
- Stale-lead detection and activity tracking
- Conversion reporting by stage, source and owner
Projects and operations 02
Turn a closed deal into delivered work without retyping anything.
- Projects, tasks, subtasks and recurring work
- Project templates and approval steps
- Comments, mentions and notifications
- Time tracking against tasks, jobs and clients
- Team workload and operational workflows
Quotes, proposals and e-sign 03
Send a priced document and get it signed without a second subscription.
- Line-item quotes, estimates and proposals
- Document templates and internal approvals
- Native e-signature with full audit history
- Accepted quotes convert into invoices and projects
Invoicing and subscriptions 04
Bill once or bill forever, through your own payment processor.
- Products and services catalog
- One-time invoices and recurring subscriptions
- Payment links and automatic reminders
- Payment-status automation and dunning
- Processing fees stay with your connected processor
Marketing and campaigns 05
Market to the same list you sell and support from, with consent handled properly.
- Email campaigns and campaign automation
- Templates and audience management
- Consent, unsubscribe and suppression handling
- Open, click and conversion performance
Connected communications 06
Bring the inbox and calendar you already use into the customer record.
- Connected email, calendar, contacts and tasks
- Unified customer activity history
- Meetings and messages logged to the right record
Client portal 07
Give customers one login instead of a folder of email attachments.
- Shared projects, documents and appointments
- Invoices and signed agreements in one place
- Training and support access for clients
- Unlimited portal users, never billed as seats
LMS and training 08
Onboard staff and customers with real courses instead of a folder of PDFs.
- Courses, lessons and training materials
- Learner progress and completion tracking
- Unlimited external learners
- Training assignable from a workflow or the portal
Service, people, data and control
Everything that keeps the operation running after the sale, plus the controls that let you shape the system and prove what happened in it.
Support and knowledge base 09
Answer a customer without losing the history of what you already sold them.
- Tickets and help-desk workflows
- Knowledge-base articles and internal notes
- Customer support portal
- Service automation and escalation rules
Workforce records 10
Keep employment facts where the work already lives, with access locked down.
- Employee and contractor records
- Worker classification assessment
- Hourly and pay-rate storage
- Raise dates and compensation history
Forms and surveys 11
Collect information once and let it start the work automatically.
- Lead, intake and onboarding forms
- Conditional fields and file uploads
- Surveys and feedback collection
- Submissions that trigger workflows
AI and automation 12
Automation is core to the platform, not a separate product line.
- AI across sales, service, content and analysis
- Triggers, conditions, branches, delays and actions
- Run logs and reusable workflow templates
- Simple tasks routed to cheaper models automatically
Documents and search 13
Find the file by finding the customer, not by remembering a folder name.
- Attachments, folders and version history
- Tagging and permissions
- Universal search across every record type
- Documents linked to deals, projects and tickets
Customization and governance 14
Shape the system without a developer, and prove what happened in it.
- Custom fields and custom record types
- Roles and granular permissions on every plan
- Audit logs and full record history
- Saved views, bulk actions, archive and restore
Reporting and goals 15
Report across departments, because the data was never in separate systems.
- Operational dashboards
- Sales and service KPIs
- Goals with progress tracking
- Scheduled reporting and exports
Data and integrations 16
Get data in, get data out, and keep it clean once it is there.
- Import, export and field mapping
- Deduplication and merge tools
- API keys, webhooks and integration logs
An integration is a promise. A shared record is a fact.
Connected tools drift. A contact updated in the CRM arrives in the billing system an hour later, or not at all, and the person who notices is the customer. SDRBO does not sync between modules because the modules read the same row.
- Change an address once and it is correct on the invoice, the ticket and the portal
- Search returns the deal, the project, the document and the course from one query
- Permissions are set once and hold everywhere, instead of per tool
- Reporting spans sales, delivery and service without exporting anything
- No integration bill, no connector limits, no broken automation after an update
Unlimited by default
The records that grow as your business grows are not metered. You will never be charged for keeping a customer’s history, and never asked to delete data to stay under a line.
Customers
Contacts, companies, leads, deals and pipelines.
Work
Projects, tasks and core operational records.
Service
Tickets and knowledge-base articles.
Training
Courses and external learners.
External people
Client and customer portal users.
People records
Employee and workforce records.
Money
Products, services, invoices and subscriptions.
Documents
Quotes, estimates, proposals and forms.
Structure
Core templates, notes and saved views.
What SDRBO deliberately does not do
A platform that claims everything does most of it badly. These categories are intentionally out of scope, and you will hear about it before you sign rather than after.
- Full bookkeeping and accounting. SDRBO invoices; your accountant’s ledger stays authoritative
- Payroll processing and tax filing
- Warehouse and inventory ERP
- Manufacturing ERP and shop-floor control
- Advanced call-center telephony
- Deep enterprise business intelligence and data warehousing
If your business depends on one of those, SDRBO can still run the customer-facing half of your operation and hand data to the specialist system through the API, webhooks or scheduled exports.
See it running on your own process
Describe how a job moves through your business and we will show which of these sixteen groups you would touch in week one, and which you would grow into later.