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COMMON BUSINESS SYSTEM

One clear system.
Built around the work.

Pick the modules your team needs. Connect everyday tasks into practical workflows, then explore 69 reusable scopes when you want a more precise fit.

16 common modules69 reusable workflow scopes
16 COMMON MODULES

Made for the work
behind your day.

See what each module helps organize at a glance. These previews illustrate workflows; listing status is shown on each card.

Need a more precise workflow?
Explore all 69 scopes
69 REUSABLE BUSINESS SCOPES

One clear job
for each module.

These reusable workflow scopes can sit within existing categories or combine into an industry bundle. They support planning; product readiness is tracked separately, and a broader category may already cover parts of a scope.

69 of 69 scopes
C01 · Sales & customerSuggested priority P0

CRM & sales pipeline

Capture enquiries, qualify prospects, assign follow-ups and move opportunities through agreed sales stages to an outcome.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Owner, sales executive, account manager

Record boundary

Owns opportunity and relationship history; quotations own price and scope offers, and orders own confirmed commitments.

Current site mention and related categories

Contacts, pipeline, follow-ups, sales reports

C02 · Sales & customerSuggested priority P0

Quotations & proposals

Build a scoped offer with item lines, versions, validity, approvals and customer acceptance, then hand the accepted version to order or project creation.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Sales, estimator, business owner

Record boundary

A quote is a proposed commercial offer; an invoice records an amount due for an agreed billable event.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C03 · Sales & customerSuggested priority P0

Sales orders & fulfilment

Confirm customer demand, reserve eligible supply, track partial delivery or service completion and release billable quantities.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Sales operations, order desk

Record boundary

Owns the customer commitment and fulfilment status; it does not duplicate stock-ledger or invoice ownership.

Current site mention and related categories

Order management and dispatch; full fulfilment scope is proposed

C04 · Sales & customerSuggested priority P0

Product, service & price catalog

Maintain sellable offerings, variants, units, price lists and approval-controlled discount rules used by quotes, POS and orders.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Catalog administrator, sales operations

Record boundary

Owns what can be sold and commercial pricing; inventory owns quantities and physical movement.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C05 · Sales & customerSuggested priority P1

Point of sale & till closing

Open a cashier shift, record counter sales and returns, take payment references, reconcile tender totals and close the till.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Cashier, store manager

Record boundary

Provides the counter-sale workflow while reusing catalog, inventory, invoice and payment records.

Current site mention and related categories

POS checkout, invoices, discounts and tax setup

C06 · Sales & customerSuggested priority P0

Appointments & customer bookings

Publish available services or resources, reserve a slot, collect booking requirements, manage reschedules and record attendance or no-show.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Receptionist, service provider, customer

Record boundary

Owns a customer's reservation and booking policy; internal resource scheduling owns capacity and staff allocation.

Current site mention and related categories

Calendar, slots, reminders and service packages

C07 · Sales & customerSuggested priority P1

Customer onboarding & success

Turn a new account into a guided onboarding checklist, track promised outcomes and reviews, and route renewal or expansion opportunities.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Customer success, account manager

Record boundary

Owns customer outcome and adoption actions; helpdesk owns individual problems and subscription billing owns recurring charges.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C08 · Sales & customerSuggested priority P0

Customer helpdesk & SLA

Receive support requests, classify and assign them, monitor response obligations, resolve cases and capture closure evidence.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Support team, service manager

Record boundary

Owns support cases; execution needing a technician or parts hands off to field service or a work order.

Current site mention and related categories

Tickets, SLA, assignment and knowledge base

C09 · Sales & customerSuggested priority P1

Campaigns & customer communications

Build consent-aware audiences, prepare and approve campaign messages, schedule delivery through providers and attribute responses to leads.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Marketing team, sales operations

Record boundary

Owns business audience, campaign and response workflow; the technical notification service only transports messages.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

Recommended for explicit review
C10 · Sales & customerSuggested priority P2

Loyalty, referrals & rewards

Enroll customers, earn and redeem eligible rewards, attribute referrals and investigate exceptions against approved program rules.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Marketing, cashier, customer success

Record boundary

Rewards repeat behaviour; membership controls eligibility and benefits, and partner commissions settle business partner earnings.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

Recommended for explicit review
C11 · Sales & customerSuggested priority P1

Membership & benefit administration

Enroll a member, verify required details, assign a tier, administer benefit usage and manage suspension or renewal.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Club, association or program administrator

Record boundary

Membership defines who belongs and what benefits apply; recurring billing is an optional linked payment arrangement.

Current site mention and related categories

Membership plans, dues, renewals and records

C12 · Sales & customerSuggested priority P1

Partners, dealers & commissions

Onboard commercial partners, assign accounts or territories, record attributed sales and approve commission statements and disputes.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Channel manager, finance, partner

Record boundary

Tracks business partners and earnings; supplier management handles purchases and loyalty handles customer reward schemes.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C13 · Procurement & stockSuggested priority P1

Supplier onboarding & performance

Collect supplier records, review qualifications, approve purchase eligibility and periodically assess delivery and issue history.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Procurement, vendor manager

Record boundary

Owns supplier qualification and relationship data; purchase orders own individual buying commitments.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C14 · Procurement & stockSuggested priority P1

Purchase requests & sourcing

Collect internal demand, obtain approvals, request supplier offers, compare terms and recommend an award before purchase-order creation.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Requester, procurement, approver

Record boundary

Owns sourcing and approval before commitment; purchase orders record the accepted supplier commitment.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C15 · Procurement & stockSuggested priority P0

Purchase orders & goods receipt

Issue approved supplier orders, record delivery or service acceptance, handle shortages and provide receipt evidence for invoice matching.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Buyer, receiving team, accounts payable

Record boundary

Owns commitments and receipts; payables owns supplier bills and due amounts, and inventory owns stock quantity movements.

Current site mention and related categories

Purchase orders, approvals and payables; receiving depth is proposed

C16 · Procurement & stockSuggested priority P0

Inventory & stock control

Record receipts, issues, transfers and counts, maintain stock balances and investigate adjustments across locations.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Storekeeper, inventory manager

Record boundary

Owns quantities and stock transactions; warehouse operations directs bin-level execution, while assets track long-lived owned equipment.

Current site mention and related categories

Stock ledger, reorder alerts, transfers and batches

C17 · Procurement & stockSuggested priority P1

Warehouse execution

Receive against a plan, assign bins, direct put-away and picking, pack shipments and verify dispatch with scans or checklists.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Warehouse supervisor, picker, packer

Record boundary

Owns physical warehouse tasks and bin execution while posting through the shared inventory ledger.

Current site mention and related categories

Warehouse is in category title; bin/pick/pack execution is not described in the checked feature list

C18 · Procurement & stockSuggested priority P1

Replenishment & material planning

Review demand and available supply, propose reorder or transfer quantities, approve plans and monitor shortages until resolved.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Inventory planner, buyer, production planner

Record boundary

Owns planning recommendations; approved purchase, transfer or production documents own subsequent execution.

Current site mention and related categories

Reorder alerts mentioned; planning depth is proposed

C19 · Procurement & stockSuggested priority P1

Batch, serial & traceability

Identify lots or serialized items, record origin and downstream movement, control holds and prepare traceability or recall action lists.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Quality, stores, service team

Record boundary

Adds identity and lineage across stock movements; inspection determines quality disposition and returns handles customer return execution.

Current site mention and related categories

Batches mentioned; serialization and traceability depth is proposed

C20 · Procurement & stockSuggested priority P1

Returns, exchanges & RMA

Authorize a return, receive and inspect goods, decide restock, repair or disposal, and trigger the approved exchange or credit.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Customer service, warehouse, finance

Record boundary

Owns the reverse-flow case and physical disposition; invoicing issues credit notes and accounting posts financial effects.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C21 · Procurement & stockSuggested priority P1

Dispatch, delivery & proof of delivery

Consolidate ready orders, create dispatch runs, hand packages to a carrier or driver, collect delivery evidence and resolve failures.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Dispatch coordinator, delivery team

Record boundary

Owns outbound fulfilment and delivery status; fleet manages vehicle capacity, upkeep and operating costs.

Current site mention and related categories

Order management, dispatch and proof of delivery

C22 · FinanceSuggested priority P0

Invoicing & credit notes

Create invoices from approved billable events, review tax and payment terms, issue adjustments and maintain invoice status against allocations.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Billing team, owner, accountant

Record boundary

Owns billing documents and amount due; collections follows overdue balances and accounting owns the general ledger.

Current site mention and related categories

Invoicing mentioned; credit-note rules are proposed

C23 · FinanceSuggested priority P0

Receivables & collections

Age open customer balances, prioritize follow-ups, record promises and disputes, allocate receipts and escalate unresolved dues.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Collections team, accounts receivable

Record boundary

Owns payment recovery workflow and open-item follow-up; it does not recreate invoices or the accounting ledger.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C24 · FinanceSuggested priority P1

Payables & payment approvals

Register supplier bills, match authorized order and receipt evidence, review exceptions, schedule approved payments and track settlement.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Accounts payable, buyer, approver

Record boundary

Owns supplier liabilities and payment approval; procurement owns orders and reconciliation confirms bank-side settlement.

Current site mention and related categories

Payables mentioned; payment approval depth is proposed

C25 · FinanceSuggested priority P0

Expenses & reimbursements

Capture a business expense with evidence, apply policy review, approve the claim and track reimbursement or company-card settlement.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Employees, finance, approver

Record boundary

Owns evidence-backed expense claims; petty cash controls a cash float and travel advances reconcile trip-related advances.

Current site mention and related categories

Expenses mentioned; reimbursement workflow depth is proposed

C26 · FinanceSuggested priority P1

Petty cash & cash imprest

Issue a cash float to a custodian, record vouchers, reconcile physical balance and approve replenishment or closure.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Cash custodian, branch manager, finance

Record boundary

Owns cash custody and imprest reconciliation; expense claims may be settled from this float without owning it.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C27 · FinanceSuggested priority P1

Accounting & financial close

Post balanced entries from approved business events, reconcile control accounts, close periods and prepare financial statements for review.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Bookkeeper, accountant, finance controller

Record boundary

Owns the general ledger and period close; all operational modules remain the source of their business transactions.

Current site mention and related categories

Ledgers and reports mentioned; close controls are proposed

C28 · FinanceSuggested priority P0

Bank & payment reconciliation

Import or receive payment and bank statements, match them to expected transactions, resolve fees or timing differences and approve adjustments.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Finance, treasury, payments operations

Record boundary

Verifies settlement evidence against ledgers; payment requests or gateway attempts alone do not establish bank reconciliation.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C29 · FinanceSuggested priority P1

Budgets, commitments & cash planning

Set budget envelopes, include approved commitments and expected cash dates, compare actuals and revise reviewed cash plans.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Owner, finance planner, department head

Record boundary

Plans and compares future spending or cash timing; accounting reports posted actuals and approval workflow enforces chosen controls.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C30 · FinanceSuggested priority P2

Tax & filing working papers

Collect required transaction evidence, reconcile tax classifications, prepare review workpapers and track filing status or acknowledgements.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Accountant, tax practitioner, finance reviewer

Record boundary

Supports jurisdiction-configured preparation and evidence; does not promise automatic legal correctness or replace professional review.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C31 · SaaS & recurring operationsSuggested priority P1

Subscription & recurring billing

Activate a recurring commercial plan, manage changes, calculate due billing events and handle renewal, cancellation and failed-payment follow-up.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Billing operations, finance, SaaS owner

Record boundary

Owns recurring commercial terms; membership owns membership benefits and usage-to-invoice provides validated metered charges.

Current site mention and related categories

Subscriptions in category title; recurring billing depth is proposed

C32 · People & workSuggested priority P1

Employee lifecycle & HR records

Maintain employee records and role changes, collect onboarding documents, manage HR requests and complete exit clearance.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: HR, manager, employee

Record boundary

Owns employment records and lifecycle actions; attendance, payroll and recruitment own their specialized workflows.

Current site mention and related categories

Employee records

C33 · People & workSuggested priority P2

Recruitment & applicant tracking

Approve a vacancy, capture applications, coordinate interviews and evaluations, issue reviewed offers and hand accepted hires to HR.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Recruiter, hiring manager

Record boundary

Owns candidate-to-hire decisions; employee records begin with the hired person's employment lifecycle.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C34 · People & workSuggested priority P1

Attendance, leave & absence

Capture attendance, review exceptions, approve leave and produce approved attendance inputs for payroll and staffing.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: HR, employee, manager

Record boundary

Owns presence and leave records; timesheets record work effort and resource scheduling plans future allocation.

Current site mention and related categories

Attendance and leave

C35 · People & workSuggested priority P0

Staff rosters & resource scheduling

Define shifts and capacity, allocate staff or resources, resolve conflicts and manage approved swaps or coverage changes.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Operations manager, roster planner

Record boundary

Plans internal availability and allocations; booking captures customer reservations against that availability.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C36 · People & workSuggested priority P2

Payroll preparation & processing

Review approved pay components and attendance inputs, calculate configured payroll, approve payslips and reconcile payment instructions.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Payroll officer, HR, finance reviewer

Record boundary

Owns reviewed pay runs using jurisdiction-specific settings; HR owns employment facts and bank reconciliation confirms disbursement.

Current site mention and related categories

Payroll

C37 · People & workSuggested priority P1

Timesheets & utilization

Capture time against clients, jobs or projects, approve entries and produce billable-time and utilization summaries.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Consultant, technician, project manager

Record boundary

Measures effort actually spent; attendance records presence and projects own deliverables and milestone acceptance.

Current site mention and related categories

Timesheets

C38 · People & workSuggested priority P0

Projects, milestones & delivery

Plan a finite customer or internal project, assign work, monitor budgets and milestones and record acceptance before closure.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Project manager, delivery lead, customer reviewer

Record boundary

Owns a multi-step outcome across tasks or work orders; a work order is one bounded execution instruction.

Current site mention and related categories

Tasks, timelines and project costing

C39 · People & workSuggested priority P0

Tasks, checklists & recurring SOPs

Assign one-off or recurring work, collect required checklist evidence, escalate overdue items and record completion.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Team lead, operations staff

Record boundary

Owns task completion and operational routine; approvals record authorization and controlled documents own the approved SOP version.

Current site mention and related categories

Tasks; recurring SOP execution is proposed

C40 · People & workSuggested priority P2

Training, skills & certification

Assign learning or assessments, record participation and results, maintain competency evidence and track expiry or refresher actions.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Training coordinator, HR, quality manager

Record boundary

Owns staff competency evidence; an education-industry ERP adds student, curriculum, cohort and fee domain workflows.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C41 · People & workSuggested priority P2

Performance goals & reviews

Agree goals, collect progress evidence and feedback, conduct review cycles and record development actions.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Employee, manager, HR

Record boundary

Owns structured people review and development; analytics calculates metrics without making employment decisions.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C42 · Assets & serviceSuggested priority P1

Asset custody & lifecycle

Register owned assets, assign custodians, record transfers and condition, schedule valuation reviews and retire or dispose with approval.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Asset manager, IT or facilities, finance

Record boundary

Tracks business-use assets and custody; inventory covers items for sale or consumption, and maintenance manages work performed on assets.

Current site mention and related categories

Asset register and depreciation

C43 · Assets & serviceSuggested priority P1

Preventive maintenance & breakdowns

Plan recurring maintenance, capture failures, generate work orders, log downtime and review asset service history.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Maintenance planner, technician, plant manager

Record boundary

Owns asset maintenance strategy and history; work orders own an individual execution job and field service adds onsite dispatch.

Current site mention and related categories

Service schedules; breakdown control depth is proposed

C44 · Assets & serviceSuggested priority P0

Job cards & work orders

Authorize a bounded operational job, allocate labour and material, record execution evidence and verify completion or rework.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Operations supervisor, technician, workshop staff

Record boundary

Owns execution of a single job; projects coordinate larger outcomes and sales orders record the customer's commercial commitment.

Current site mention and related categories

BOM, work orders and job cards

C45 · Assets & serviceSuggested priority P1

Field service & technician dispatch

Triage an onsite service need, assign a qualified technician, coordinate the visit, record time and parts and obtain completion evidence.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Dispatcher, field technician, service manager

Record boundary

Adds visit, travel and onsite execution to work orders; generic scheduling only reserves capacity.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C46 · Assets & serviceSuggested priority P1

AMC, warranty & service entitlements

Register coverage and service terms, validate incoming claims, schedule covered visits and track exclusions, usage and renewal.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Service desk, warranty administrator, account manager

Record boundary

Defines what service is covered and for how long; field service executes visits and recurring billing charges contracted fees.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C47 · Assets & serviceSuggested priority P1

Rental reservations & handovers

Reserve rentable units, approve terms and deposits, record condition at handover and return, assess reviewed charges and release availability.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Rental coordinator, fleet or equipment operator

Record boundary

Owns temporary custody and return obligations; bookings alone reserve time and asset management tracks ownership.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C48 · Assets & serviceSuggested priority P2

Facilities, spaces & visitors

Assign spaces, manage access requests and visitor check-in, record service issues and coordinate shared-facility routines.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Facilities manager, reception, security desk

Record boundary

Owns facility occupancy and visitor operations; identity/access technology enforces permissions and maintenance handles repairs.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

Recommended for explicit review
C49 · Assets & serviceSuggested priority P2

Fleet & vehicle operations

Register vehicles and drivers, schedule assignments, record trips and fuel or expenses, and track service and document renewals.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Fleet manager, dispatcher, transport supervisor

Record boundary

Owns vehicle operations and cost history; dispatch-delivery owns customer shipments and proof of delivery.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C50 · Governance & analyticsSuggested priority P1

Contracts & obligations

Draft from approved templates, negotiate versions, obtain approval and signature evidence, then track obligations, amendments and expiry.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Contract owner, legal reviewer, procurement

Record boundary

Owns commercial or legal agreement lifecycle; document management stores controlled files and invoicing bills contractual events.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C51 · Governance & analyticsSuggested priority P0

Documents, records & controlled versions

Capture business records, classify them, manage review and version approval, control access and apply reviewed retention actions.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Document controller, administrator, compliance reviewer

Record boundary

Owns content and record lifecycle; a file-storage service only stores bytes and an approval module records authorization decisions.

Current site mention and related categories

Document storage, templates, tags and access

C52 · Governance & analyticsSuggested priority P0

Requests, approvals & delegated authority

Submit a business request, determine reviewers under a configured policy, capture decisions and escalate or delegate within defined limits.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Requester, approver, process owner

Record boundary

Provides reusable authorization workflow; the owning domain still executes and records the approved business transaction.

Current site mention and related categories

Custom forms, review stages, approvals and audit trails

C53 · Governance & analyticsSuggested priority P1

Inspections, quality & corrective actions

Plan inspections, capture results and nonconformance, assign corrective action and verify closure evidence.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Quality lead, inspector, operations manager

Record boundary

Owns operational quality evidence and follow-through; traceability identifies affected units and does not decide quality acceptability.

Current site mention and related categories

Quality checks; corrective-action depth is proposed

C54 · Governance & analyticsSuggested priority P2

Incidents, grievances & safety actions

Report an incident or internal grievance, triage access and severity, assign investigation and corrective actions and record reviewed closure.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Safety officer, HR case owner, operations manager

Record boundary

Owns internal incident and investigation records; customer helpdesk owns service requests and quality owns product-process nonconformance.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

Recommended for explicit review
C55 · Governance & analyticsSuggested priority P1

License, permit & obligation register

Register required approvals or recurring obligations, assign owners, collect evidence and track review, renewal and expiry dates.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Operations owner, compliance coordinator

Record boundary

Tracks organization-specific obligations and evidence; it does not establish which laws apply or certify compliance.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C56 · Governance & analyticsSuggested priority P0

KPIs, management reports & exceptions

Define metric owners and calculations, assemble operational dashboards, review exceptions and track management actions.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Owner, analyst, department manager

Record boundary

Reads authoritative domain records; it should not become a second transaction database or replace general-ledger reports.

Current site mention and related categories

Dashboards, KPIs, exports and custom views

C57 · Governance & analyticsSuggested priority P2

Multi-branch & franchise operations

Publish operating standards, coordinate branch targets and review cycles, compare branch results and track franchise obligations or exceptions.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Regional manager, franchise operator, owner

Record boundary

Owns cross-branch operating governance; tenant isolation and user permissions are separate platform capabilities.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

Recommended for explicit review
C58 · SaaS & recurring operationsSuggested priority P2

Software licenses & SaaS spend

Register purchased software contracts, assign seats, review usage and owners and approve renewal, cancellation or seat recovery.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: IT administrator, procurement, finance

Record boundary

Tracks the customer's purchased digital subscriptions and seats; provider subscription billing manages subscriptions the business sells.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C59 · SaaS & recurring operationsSuggested priority P2

SaaS customer provisioning operations

Turn an approved customer contract into an onboarding checklist, request workspace setup, verify readiness and manage suspension or offboarding review.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: SaaS operations, implementation manager

Record boundary

A business control workflow for software providers; tenant creation, authentication and permission enforcement remain technical platform services.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

Recommended for explicit review
C60 · SaaS & recurring operationsSuggested priority P2

Usage-to-invoice operations

Review measured usage, validate rating periods and exceptions, approve billable quantities and reconcile them to issued recurring invoices.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Revenue operations, billing analyst

Record boundary

Owns business review and reconciliation of metered charges; instrumentation collects events and subscription billing owns commercial plans.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C61 · Sales & customerSuggested priority P2

Events, registrations & check-in

Publish an event, accept registrations, manage capacity and tickets, check in attendees and follow up on attendance or cancellations.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Event coordinator, training or community team

Record boundary

Owns grouped event participation; appointments reserve individual slots and membership governs ongoing program eligibility.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

Recommended for explicit review
C62 · Sales & customerSuggested priority P2

Feedback, surveys & service recovery

Request structured feedback at business milestones, review response patterns, create recovery cases and track closure with the customer.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Customer experience, owner, quality team

Record boundary

Owns systematic feedback and recovery triggers; helpdesk executes individual support cases.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C63 · Sales & customerSuggested priority P2

Tenders, bids & submission management

Qualify a tender, track requirements and deadlines, coordinate bid evidence and approvals and record award or loss handover.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Bid manager, sales, estimator

Record boundary

Owns a competitive submission and evidence checklist; quotation owns priced offers and contracts own the awarded agreement.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C64 · FinanceSuggested priority P2

Travel requests, advances & settlement

Approve a business trip and budget, issue a reviewed advance, reconcile expenses and return or reimburse the difference.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Travelling employee, manager, finance

Record boundary

Owns trip authorization and advance settlement; expense management owns individual expense evidence and payroll is separate.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C65 · Governance & analyticsSuggested priority P2

Risk register & mitigation

Record operational risks, assess agreed impact and likelihood, assign mitigation owners and review residual risk and overdue actions.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Business owner, risk owner, operations lead

Record boundary

Risk concerns a possible future event; incident management handles an event that has already happened.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

Recommended for explicit review
C66 · Governance & analyticsSuggested priority P2

Internal audit & evidence management

Plan an audit, request evidence, document tests and findings, assign remediation and review closure.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Internal auditor, operations head, control owner

Record boundary

An audit-management workspace plans and reviews assurance work; a platform audit trail only records system activity.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

Recommended for explicit review
C67 · Governance & analyticsSuggested priority P2

Policies, SOP versions & acknowledgements

Draft and approve policies, publish controlled versions, collect staff acknowledgement and schedule review or replacement.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Operations, HR, policy owner

Record boundary

Policy lifecycle governs approved instructions and acknowledgement; document storage alone does not manage those obligations.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

C68 · Procurement & stockSuggested priority P1

Manufacturing planning, BOM & routing

Approve product bills and process routes, plan batches against capacity, release production demand and review completion and material variance.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Production planner, workshop owner

Record boundary

Owns manufacturing definition and the production plan; work orders execute an authorized job and inventory owns material movement.

Current site mention and related categories

BOM, work orders and job cards; routing/capacity planning depth is proposed

C69 · Procurement & stockSuggested priority P2

Subcontract work & material accountability

Release work and customer-owned materials to an external processor, track receipt, inspection, consumption, scrap and subcontractor settlement.

$5/monthunder $0.17/day · Solo, 3 users

Primary users: Production, procurement, subcontract coordinator

Record boundary

Combines external job progress with material custody; ordinary purchasing does not by itself track material issued to the processor.

Current site mention and related categories

Specific workflow not described in the checked common-module feature lists; related category may support it.

P0 means reusable foundation; P1 means first validation candidate; P2 means later expansion; P3 means specialist scope. These priorities reflect planning judgement without measured demand, product readiness evidence or delivery estimates.

18 shared platform capabilities · infrastructure, not product count

These foundations support many business workflows and should not be counted as separate Micro-ERPs.

P01

Identity, authentication & single sign-on

Login, sessions, MFA and service identity; a shared foundation rather than a standalone operational ERP.

P02

Tenant, organization & branch isolation

Isolate customer data and model organization and branch boundaries; enforce tenancy for every query and background job.

P03

Roles, permissions & delegated access

Enforce resource and action authorization with auditable policy decisions.

P04

Audit trail & record provenance

Record actor, timestamp, source and before/after state for important business events, with retention and tamper resistance matched to need.

P05

Files, attachments & object storage

Store and securely serve documents and media, with type checks, malware controls and access enforcement.

P06

Notification & communication adapters

Deliver business-approved email, SMS, WhatsApp or push messages and record provider delivery results.

P07

Workflow engine, jobs & schedules

Execute state transitions and background work with retries, idempotency and operational visibility; business approvals remain domain-owned.

P08

Events, queues, webhooks & integrations

Connect modules and external systems through versioned contracts with duplicate handling and failure recovery.

P09

Master data, IDs & reference dictionaries

Provide consistent identifiers and ownership rules for parties, items, units, locations, currencies and classifications.

P10

Search, filters, exports & import validation

Offer shared UI/query patterns, schema-aware import previews and permission-respecting exports.

P11

Localization, timezones & configurable numbering

Handle language, number/date formatting, business timezones and organization-specific document sequences.

P12

Secrets, configuration & feature flags

Secure integrations and control deployment or feature rollout without treating configuration as a customer-facing ERP.

P13

Observability, backup & recovery

Monitor service health, business-event failures and recovery readiness with tested backups and restores.

P14

API gateway, throttling & service contracts

Control access and rate limits and publish consistent versioned APIs.

P15

Payment and e-signature provider adapters

Connect approved providers and verify callbacks; do not confuse a provider event with final reconciled settlement.

P16

Data lifecycle, consent & privacy controls

Implement retention, export, consent records and reviewed deletion workflows appropriate to the supported customer context.

P17

Shared interface components & form schema

Reuse accessible navigation, tables, forms and validation while retaining domain-specific workflows.

P18

AI assistance with review and traceability

Optional extraction, drafting and search with source evidence and human approval for material business actions.

21 module boundaries · keep operational records distinct

CRM / Quotations

CRM decides whom to pursue and tracks the relationship; quotations formalize a priced, versioned offer.

Quotations / Invoicing

An offer proposes scope and price; an invoice records an amount due for an approved billable event.

Sales orders / Invoicing

An order is a customer commitment with fulfilment tracking; invoices may bill that commitment in parts or at milestones.

Invoicing / Accounting

Invoices are business source documents; accounting owns balanced postings, periods and financial statements.

Receivables & collections / Bank reconciliation

Collections pursues and allocates customer dues; bank reconciliation verifies external settlement and differences.

Procurement / Payables

Procurement authorizes buying and accepts delivery; payables reviews supplier bills and their approved settlement.

Inventory / Warehouse execution

Inventory is the authoritative quantity and movement ledger; warehouse execution directs put-away, picking, packing and bin tasks.

Inventory / Assets

Stock is held for sale or consumption; assets are business-use items whose custody and lifecycle need tracking.

Projects / Work orders

Projects coordinate a finite outcome and milestones across work; a work order authorizes one bounded execution job.

Work orders / Field service

A work order specifies and closes a job; field service adds mobile technician dispatch, visits, travel and onsite evidence.

Resource scheduling / Customer booking

Scheduling plans internal capacity; a booking commits capacity to a customer's requested service under booking terms.

Subscription billing / Membership

Subscription billing controls recurring commercial charges; membership controls belonging, tiers and benefit eligibility, including free memberships.

Subscription billing / AMC/warranty

Recurring billing collects contracted charges; service coverage defines eligible assets, incidents, visits and exclusions.

Attendance / Timesheets

Attendance tracks presence and absence; timesheets allocate effort to jobs or projects for cost and billing.

Expenses / Petty cash

Expense claims justify business spending; petty cash controls an assigned cash float and its reconciliation.

Documents / Contracts

Document management controls content and records; contracts add negotiation, obligations, amendments and expiry.

Approvals / Tasks

Approvals record authorization to act; tasks record assignment and execution. An approved task is not automatically completed.

Common micro-ERP / Technical microservice

A micro-ERP solves an end-user operational workflow; authentication, queues, configuration and storage enable many workflows and should not inflate the product catalog.

Audit trail / Audit management

A platform trail records changes; audit management plans reviews, tests evidence and follows findings through remediation.

BOM and production plan / Work order

The definition and plan decide what and how to make; a work order authorizes and records a specific execution.

Policy management / Document storage

Policies add approved versions, effective dates, acknowledgement and review cycles to stored documents.