Everything your SME needs to manage work from one place

Manage customer relationships from first enquiry to closed deal

• Contact and lead management
• Customisable sales pipelines
• Tasks, follow ups and calendar activities
• Two way Gmail and Outlook email and calendar sync
• Email templates, sequences and AI assisted responses
• Goal tracking and sales performance dashboards
• Commission calculation support
• Product and service catalogue with pricing, tax and bundle support
• Proposal generation with native digital signature and external tool support
• Marketing capture through social platforms and web forms

Turn work into clear owners, steps and deadlines

• Projects, tasks and three levels of subtasks
• Custom fields for status, priority, time tracking, tags, ratings, connections, mirrored information and formulas
• My Tasks view for late items, today, this week and other user views
• Kanban, Gantt, table and calendar views
• Role based assignment and custom role definitions
• Project templates by department or industry
• RACI matrix per project
• Comments, mentions, reactions and read receipts
• Default full visibility with role based restrictions where needed

Keep all your business files and collateral in one place

• Centralised cloud storage for company files and attachments
• Attach files directly to clients, deals, projects and tasks
• Upload and preview common formats including PDF, Word, Excel and images
• Storage integrations with SharePoint, Google Drive and OneDrive
• File metadata including upload date, file size, uploader and tags
• Organised folder structures and categorised attachments
• Secure download and share links
• Role based access and permissions to protect sensitive files

Additional add-on module: see what is happening before work slips

• User, role based and global dashboards
• Public read only dashboards
• Widgets for charts, KPIs, pivot tables, logs and text blocks
• Drag and drop dashboard builder
• Exports to PDF, Excel, Word and PowerPoint
• Report builder with templates and scheduled delivery

Reduce the admin that depends on memory

• Triggers for deal status changes, task status changes, dates, field updates, comments, mentions, file uploads and new item creation
• Actions for notifications, field updates, item creation, role assignment, webhooks, timers and field locking
• No code builder using dropdown and drag and drop logic
• Planned conditional logic, schedule based automation and AI generated workflows

Connect RedCore360 to the tools you already use

• REST API for CRM, projects, file storage and dashboards
• OAuth2, webhooks and rate limiting
• Integration support through tools such as Zapier and Make during MVP planning
• Use cases for Jotform, Sage, Office 365 and WhatsApp API

Keep control over who can see and change important work

• Role based access to modules, features and data
• Custom role creation per client
• Role locked tasks, files and dashboards
• Full audit logging for admin review
• Global search across modules by keyword, user, date, type and status

Access the platform wherever work happens

• Fully responsive web platform for desktop and mobile browsers
• PWA style shortcuts for mobile home screen access
• Native iOS and Android apps planned after MVP
• Guided walkthroughs and knowledge base
• AI support bot with human ticket escalation
• Certification programmes, custom learning hubs and community forum planned after MVP