The suite
A module is a complete application with its own data, its own screens and its own release cycle. It is not a feature area of one big program. What makes the twelve a suite rather than a bundle is the shell underneath them — one account, one organisation, one bill, one place a leaver is removed.
Double-entry books, invoicing, bills, bank feeds and the close.
CRMAvailableContacts, companies, pipeline, sequences and a shared inbox.
ProjectsAvailableProjects, tasks, portfolios and goals.
ChatAvailableChannels and direct messages, with AI in the thread.
PhonyAvailableVoice and chat agents that answer, qualify and hand off.
MarketingAvailableA workbench of marketing agents and the runs they produce.
Client PortalAvailableWork orders and a client-facing workspace, per brand.
PLMIn progressParts, bills of material and suppliers. Change and quality not built.
SignAvailableSend, track and countersign documents.
CFOAvailableForecasting, KPIs, scenarios and advisory.
CanvasAvailableWhiteboards and visual collaboration.
LegalAvailableCaselaw research, drafting and legal agents.
How modules relate to each other
Modules do not share a database and there are no foreign keys between them. Where one needs a fact another owns, it asks over HTTP and keeps a copy. That is why an invoice keeps the customer name it was issued with even if the CRM record is renamed afterwards — the name was a fact at the time, not a live lookup.
| This module | Reads from | For |
|---|---|---|
| Accounting | CRM | Customer names and addresses when raising an invoice. |
| Accounting | Client Portal | Payments taken against an invoice. |
| CFO | Accounting | Posted ledger data and approved statements. |
| Client Portal | CRM | Signups and activations become leads in the right workspace. |
| Phony | CRM | Qualified callers become people and leads. |
| Sign | Client Portal | Client-facing branding on an envelope. |
| Marketing | Phony | Chat and call outcomes as campaign signal. |
Enabling a module does not populate it. The first person from your organisation to walk through the door causes it to mirror your organisation and create their account inside it. Until then it holds nothing at all, which is the usual explanation for "I turned it on and it is blank".
Reading a module page
Each module page opens with what the module is for and who it is for, then covers its screens one by one, then states what it does not do. The last part is the one to read during an evaluation — it is written to be findable now rather than discoverable in month four.
In this section
Double-entry books on erp.io: chart of accounts, bank feeds, reconciliation, invoicing, bills, the close, and reporting — with AI that proposes and never posts.
CRMAvailableContacts, companies, pipeline, sequences and a shared inbox in erp.io — plus how leads arrive from the portal, from Phony, and from your own website.
ProjectsAvailableProject and task management in erp.io: projects, tasks, portfolios, goals and a personal inbox — and how the pieces relate.
ChatAvailableTeam messaging in erp.io: channels, direct messages, threads, search and an assistant that can read the channel it is in.
PhonyAvailableVoice and chat agents in erp.io that answer, qualify and hand off — how they are built, what they know, and the outbound calling this product deliberately will not do.
MarketingAvailableA workbench of marketing agents in erp.io — content, SEO, social, paid media, lifecycle and outbound — with every run reviewed before anything is published.
Client PortalAvailableWork orders and a client-facing workspace in erp.io — the only module that answers on your own brand domains, and the only one clients sign in to.
PLMIn progressProduct lifecycle management in erp.io — parts, bills of material and suppliers are built; change control, quality and document management are not.
SignAvailableSending, tracking and countersigning documents in erp.io — envelopes, templates, the signing experience, and what the audit trail records.
CFOAvailableForecasting, KPIs, scenarios and advisory in erp.io — reading posted ledger data from Accounting rather than keeping its own version of the truth.
CanvasAvailableWhiteboards and visual collaboration in erp.io — boards, templates, sharing, and what a whiteboard is and is not good for.
LegalAvailableCaselaw research, contract drafting and legal agents in erp.io — what it is for, who it is for, and the disclaimer that genuinely matters.
Questions
Can we buy one module on its own?
Yes. The Starter plan is two modules and has no base fee. See Billing and plans.
Do modules work if we do not use the others?
Yes. Cross-module reads degrade gracefully — Accounting without CRM simply asks you to type the customer name.
Which module should we start with?
The one that owns your worst weekly workflow. See Pilot.