Modular by Design
Use only what you need, and switch more on whenever you're ready.
The SortBoxs Platform
One platform. Endless possibilities.
A complete, modular platform that connects your people, processes and data, powered by AI.
- 14 modules that work as one
- Start with one, add more any time
- AI built into every module
AI insight
CRM shares data with 5 modules, like Sales and Marketing. Click one to follow it.
How it fits together
Start small, connect everything, grow without limits
You don't have to adopt everything at once. Each module works on its own and gets better when it's connected to the others.
- 1
Start small
Begin with the one or two modules you need most. Each works fully on its own from day one.
- 2
Connect
Modules share one customer, one employee and one product record, so data flows without re-entry.
- 3
Automate
Workflows and AI work across modules, taking care of the repetitive steps between teams.
- 4
Grow
Add modules, users and regions as you grow, without migrating or retraining.
The modules
A module for every part of the business
Pick a family to see the modules in it. Each one has its own page, and they're all connected.
Customers
Win and keep customers.
Modules 3
CRM
Explore
Customers and relationships
Manage customers, orders and relationships.
Sales
Explore
Pipeline and revenue
Track opportunities and close deals faster.
Marketing
Explore
Campaigns and growth
Run campaigns and grow your brand.
Built to work together
What makes it one platform, not fourteen tools
The difference is underneath: shared data, shared security and shared intelligence.
One Connected Data Model
A customer in CRM is the same customer in Finance and Support, with nothing to sync.
AI in Every Module
Insights, suggestions and an assistant that understands your whole business.
Workflows Across Teams
A process can start in one module and finish in another, with no hand-offs lost.
Enterprise Security
One sign-in, one permission model and one audit trail across everything.
Open & Integrated
Connect the tools you already use, or build your own with the API.
Why one platform
Fewer tools, fewer gaps
Every extra tool is another login, another bill and another place where information goes out of date. One platform removes all three.
- One sign-in and one set of permissions
- No copying data between tools
- One bill and one support team
- Reports that span every team
One customer record
Sales, support and finance all see the same customer, deals, tickets and invoices.
One permission model
Set who can see what once, and it applies across every module.
Reports across teams
See how marketing spend turns into revenue, in one report with no spreadsheet.
Built for every industry
Trusted by businesses across all industries.
Where to begin
Most teams start with one of these
Pick the area that hurts most today. The others are there when you need them.
All modules
Powerful Modules for Every Business Function
CRM, Sales, HRMS, Finance, Projects and more, all connected in one intelligent platform.
CRM
Manage customers, orders and relationships.
Sales
Track Opportunities and close deals faster.
Customer Service
Deliver exceptional support experiences.
HRMS
Manage your workforce, form hire to retire.
Finance
Track expenses, invoices and financial health.
Projects
Plan, track and deliver on time.
Procurement
Manage purchasing and vendors.
Inventory
Track stock and manage warehouses.
Marketing
Run campaigns and grow your brand.
Analytics
Turn data into actionable insights.
Automation
Automate workflows and save time.
AI Interview
Conduct intelligent interviews.
AI
Get insights and automate decisions.
Commerce
Manage products, and transactions.