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CRM, projects, chat, HR, finance and AI, all in one

Your whole company, in one workspace.

One login for sales, projects, chat, hiring and the books. When a deal closes, the invoice, project and client channel are already waiting.

FortuneGroup/CRM/Pipeline Search8

Pipeline

3 open deals · $103.5K total · $28.7K weighted · 67% win rate (90 days)

New deal
EveryoneMine Filter dealsTotals in USD

Lead2

$12K10%

Wayne Retail loyalty app

MC

Wayne Retail

£55,000.0013 Dec
No next step

Hooli analytics pilot

MC

Hooli

$12,000.0028 Nov
No next step

Qualified1

$73K25%

Umbrella patient portal

MC

Umbrella Health

$73,000.0013 Nov
No next step

Proposal1

$18.5K50%

Initech TPS automation

MC

Initech

$18,500.0020 Oct
Follow up on proposal

Negotiation0

$075%

Won2

$48K100%

Globex ERP integration

MC

Globex

$48,000.009 Oct
No next step

Stark fleet dashboard

MC

Stark Logistics

€24,000.004 Oct
No next step
StratoOne CRM pipeline for FortuneGroup, with Globex ERP integration in Won.
9:41
FortuneGroup … / Chat / #general8
general 6
AM

Alex Morgan 14:51

Welcome to FortuneGroup on StratoOne 👋 Everything lives here now: chat, projects, CRM, people and finance.
MC

Mei Chen 14:51

Big week for sales. Two proposals out, fingers crossed 🤞

StratoOne 14:51

🎉 Globex ERP integration just closed with Globex for $48,000. Great work team!

Message #general

StratoOne chat on a phone: #general with the deal-won post.

  • One workspace

    Sales, projects, chat, HR and finance share one login.

  • Work hands itself off

    Win a deal and the invoice, project and channel appear.

  • Maya, built in

    An AI assistant that acts for you, after you confirm.

  • Walled by design

    Every company’s data is isolated in the database.

Everything your company runs on. One workspace.

Six modules and an AI assistant. Switch on only what you need.

CRM

Leads routed to the right rep, a clear pipeline, and campaigns that feed it.

  • Lead routing
  • Pipeline
  • Campaigns
  • Calls

Projects

Boards, sprints and timelines, started from ready templates.

  • Boards
  • Sprints
  • Timeline
  • Time tracking

Chat

Channels, threads and calls, with private client channels.

  • Channels
  • Threads
  • Meetings

HRMS

People, leave, attendance, payroll and hiring.

  • Directory
  • Attendance
  • Payroll
  • Recruitment

Finance

Quotes, invoices and bills on real books, with GST.

  • Invoices
  • Bills
  • GST
  • Reports

Calendar

Meetings, booking pages and team availability, in sync.

  • Events
  • Booking pages
  • Find a time
  • Meet

One win. Every module follows.

One card moves to Won, and sales, finance, projects and chat all react.

  1. Mei wins the deal

    One card moves to Won. The win is posted in #general.

    FortuneGroup/CRM/PipelineFortuneGroup/Finance/InvoicesFortuneGroup/Projects/Globex — Globex ERP integrationFortuneGroup/Chat/Channels/client-globex Search8

    Pipeline

    Every open deal by stage, with owners and next steps.

    New deal
    EveryoneMine Filter dealsTotals in USD

    Lead2

    $12K10%

    Wayne Retail loyalty app

    MC

    Wayne Retail

    £55,000.0013 Dec
    No next step

    Hooli analytics pilot

    MC

    Hooli

    $12,000.0028 Nov
    No next step

    Qualified1

    $73K25%

    Umbrella patient portal

    MC

    Umbrella Health

    $73,000.0013 Nov
    No next step

    Proposal1

    $18.5K50%

    Initech TPS automation

    MC

    Initech

    $18,500.0020 Oct
    Follow up on proposal

    Negotiation21

    $48K$075%

    Stark fleet dashboard

    MC

    Stark Logistics

    €24,000.004 Oct
    No next step

    Globex ERP integration

    MC

    Globex

    $48,000.009 Oct
    No next step

    Won01

    $0$48K100%

    Deal won · Globex ERP integration · $48,000.00

    Invoices

    Bill customers, get paid, and keep receivables on track.

    New invoice

    Receivables

    $94.8K

    $10.3K overdue (1)

    Payables

    $6.1K

    Cash

    $208.1K

    Revenue this month

    $65.7K

    Expenses $7K

    InvoicesRecurringCustomers Search invoices
    NumberCustomerStatusIssuedDueTotalBalance
    INV-0001GlobexDraftToday30 days$48,000.00$48,000.00
    INV-0002Stark LogisticsSent29 Sept29 Oct€24,000.00€24,000.00
    INV-0007InitechSent9 Sept9 Oct$12,744.00$12,744.00
    INV-0006HooliOverdue15 Aug14 Sept$10,260.00$10,260.00
    INV-0005InitechPaid31 Jul30 Aug$15,660.00$0.00
    INV-0004HooliPaid11 Jul10 Aug$8,856.00$0.00
    GLO

    Globex — Globex ERP integration

    GLOB New task
    Board List Sprints Timeline Settings
    My tasksUrgentHighClientInternal

    Not started6

    GLOB-1

    Kickoff meeting with the client

    2 OctMC

    GLOB-2

    Confirm scope, timeline and success criteria

    4 OctMC

    GLOB-3

    Set up shared channel and document space

    1 OctMC

    GLOB-4

    Deliver first milestone

    20 OctMC

    GLOB-5

    Client review and sign-off

    27 OctMC

    GLOB-6

    Handover and close-out

    3 NovMC

    In progress0

    Waiting on client0

    Done0

    client-globex 2

    Welcome to #client-globex

    Delivery and account channel for Globex

    Today

    StratoOne 14:51

    🎉 Deal won: Globex ERP integration for Globex ($48,000.00). A draft invoice and a delivery project are being set up.

    Message #client-globex

    StratoOne on a laptop: a deal moves to Won, then the draft invoice, delivery project and client channel appear.
    9:41
    FortuneGroup … / Chat / #general8
    general 6
    AM

    Alex Morgan 14:51

    Welcome to FortuneGroup on StratoOne 👋 Everything lives here now: chat, projects, CRM, people and finance.
    MC

    Mei Chen 14:51

    Big week for sales. Two proposals out, fingers crossed 🤞

    StratoOne 14:51

    🎉 Globex ERP integration just closed with Globex for $48,000. Great work team!

    Message #general

    Delivery project GLOB is ready for Globex

    Kickoff, scope, milestones and handover tasks were created from the client template.

    StratoOne on a phone: the #general channel with the automation's deal-won post.

  2. Finance has a draft invoice

    Built from the deal’s own line items.

    FortuneGroup/CRM/PipelineFortuneGroup/Finance/InvoicesFortuneGroup/Projects/Globex — Globex ERP integrationFortuneGroup/Chat/Channels/client-globex Search8

    Pipeline

    Every open deal by stage, with owners and next steps.

    New deal
    EveryoneMine Filter dealsTotals in USD

    Lead2

    $12K10%

    Wayne Retail loyalty app

    MC

    Wayne Retail

    £55,000.0013 Dec
    No next step

    Hooli analytics pilot

    MC

    Hooli

    $12,000.0028 Nov
    No next step

    Qualified1

    $73K25%

    Umbrella patient portal

    MC

    Umbrella Health

    $73,000.0013 Nov
    No next step

    Proposal1

    $18.5K50%

    Initech TPS automation

    MC

    Initech

    $18,500.0020 Oct
    Follow up on proposal

    Negotiation21

    $48K$075%

    Stark fleet dashboard

    MC

    Stark Logistics

    €24,000.004 Oct
    No next step

    Globex ERP integration

    MC

    Globex

    $48,000.009 Oct
    No next step

    Won01

    $0$48K100%

    Deal won · Globex ERP integration · $48,000.00

    Invoices

    Bill customers, get paid, and keep receivables on track.

    New invoice

    Receivables

    $94.8K

    $10.3K overdue (1)

    Payables

    $6.1K

    Cash

    $208.1K

    Revenue this month

    $65.7K

    Expenses $7K

    InvoicesRecurringCustomers Search invoices
    NumberCustomerStatusIssuedDueTotalBalance
    INV-0001GlobexDraftToday30 days$48,000.00$48,000.00
    INV-0002Stark LogisticsSent29 Sept29 Oct€24,000.00€24,000.00
    INV-0007InitechSent9 Sept9 Oct$12,744.00$12,744.00
    INV-0006HooliOverdue15 Aug14 Sept$10,260.00$10,260.00
    INV-0005InitechPaid31 Jul30 Aug$15,660.00$0.00
    INV-0004HooliPaid11 Jul10 Aug$8,856.00$0.00
    GLO

    Globex — Globex ERP integration

    GLOB New task
    Board List Sprints Timeline Settings
    My tasksUrgentHighClientInternal

    Not started6

    GLOB-1

    Kickoff meeting with the client

    2 OctMC

    GLOB-2

    Confirm scope, timeline and success criteria

    4 OctMC

    GLOB-3

    Set up shared channel and document space

    1 OctMC

    GLOB-4

    Deliver first milestone

    20 OctMC

    GLOB-5

    Client review and sign-off

    27 OctMC

    GLOB-6

    Handover and close-out

    3 NovMC

    In progress0

    Waiting on client0

    Done0

    client-globex 2

    Welcome to #client-globex

    Delivery and account channel for Globex

    Today

    StratoOne 14:51

    🎉 Deal won: Globex ERP integration for Globex ($48,000.00). A draft invoice and a delivery project are being set up.

    Message #client-globex

    StratoOne on a laptop: a deal moves to Won, then the draft invoice, delivery project and client channel appear.
    9:41
    FortuneGroup … / Chat / #general8
    general 6
    AM

    Alex Morgan 14:51

    Welcome to FortuneGroup on StratoOne 👋 Everything lives here now: chat, projects, CRM, people and finance.
    MC

    Mei Chen 14:51

    Big week for sales. Two proposals out, fingers crossed 🤞

    StratoOne 14:51

    🎉 Globex ERP integration just closed with Globex for $48,000. Great work team!

    Message #general

    Delivery project GLOB is ready for Globex

    Kickoff, scope, milestones and handover tasks were created from the client template.

    StratoOne on a phone: the #general channel with the automation's deal-won post.

  3. Delivery has a project

    Opened from your client template, tasks ready.

    FortuneGroup/CRM/PipelineFortuneGroup/Finance/InvoicesFortuneGroup/Projects/Globex — Globex ERP integrationFortuneGroup/Chat/Channels/client-globex Search8

    Pipeline

    Every open deal by stage, with owners and next steps.

    New deal
    EveryoneMine Filter dealsTotals in USD

    Lead2

    $12K10%

    Wayne Retail loyalty app

    MC

    Wayne Retail

    £55,000.0013 Dec
    No next step

    Hooli analytics pilot

    MC

    Hooli

    $12,000.0028 Nov
    No next step

    Qualified1

    $73K25%

    Umbrella patient portal

    MC

    Umbrella Health

    $73,000.0013 Nov
    No next step

    Proposal1

    $18.5K50%

    Initech TPS automation

    MC

    Initech

    $18,500.0020 Oct
    Follow up on proposal

    Negotiation21

    $48K$075%

    Stark fleet dashboard

    MC

    Stark Logistics

    €24,000.004 Oct
    No next step

    Globex ERP integration

    MC

    Globex

    $48,000.009 Oct
    No next step

    Won01

    $0$48K100%

    Deal won · Globex ERP integration · $48,000.00

    Invoices

    Bill customers, get paid, and keep receivables on track.

    New invoice

    Receivables

    $94.8K

    $10.3K overdue (1)

    Payables

    $6.1K

    Cash

    $208.1K

    Revenue this month

    $65.7K

    Expenses $7K

    InvoicesRecurringCustomers Search invoices
    NumberCustomerStatusIssuedDueTotalBalance
    INV-0001GlobexDraftToday30 days$48,000.00$48,000.00
    INV-0002Stark LogisticsSent29 Sept29 Oct€24,000.00€24,000.00
    INV-0007InitechSent9 Sept9 Oct$12,744.00$12,744.00
    INV-0006HooliOverdue15 Aug14 Sept$10,260.00$10,260.00
    INV-0005InitechPaid31 Jul30 Aug$15,660.00$0.00
    INV-0004HooliPaid11 Jul10 Aug$8,856.00$0.00
    GLO

    Globex — Globex ERP integration

    GLOB New task
    Board List Sprints Timeline Settings
    My tasksUrgentHighClientInternal

    Not started6

    GLOB-1

    Kickoff meeting with the client

    2 OctMC

    GLOB-2

    Confirm scope, timeline and success criteria

    4 OctMC

    GLOB-3

    Set up shared channel and document space

    1 OctMC

    GLOB-4

    Deliver first milestone

    20 OctMC

    GLOB-5

    Client review and sign-off

    27 OctMC

    GLOB-6

    Handover and close-out

    3 NovMC

    In progress0

    Waiting on client0

    Done0

    client-globex 2

    Welcome to #client-globex

    Delivery and account channel for Globex

    Today

    StratoOne 14:51

    🎉 Deal won: Globex ERP integration for Globex ($48,000.00). A draft invoice and a delivery project are being set up.

    Message #client-globex

    StratoOne on a laptop: a deal moves to Won, then the draft invoice, delivery project and client channel appear.
    9:41
    FortuneGroup … / Chat / #general8
    general 6
    AM

    Alex Morgan 14:51

    Welcome to FortuneGroup on StratoOne 👋 Everything lives here now: chat, projects, CRM, people and finance.
    MC

    Mei Chen 14:51

    Big week for sales. Two proposals out, fingers crossed 🤞

    StratoOne 14:51

    🎉 Globex ERP integration just closed with Globex for $48,000. Great work team!

    Message #general

    Delivery project GLOB is ready for Globex

    Kickoff, scope, milestones and handover tasks were created from the client template.

    StratoOne on a phone: the #general channel with the automation's deal-won post.

  4. The account team has a channel

    A private client channel, linked to the deal.

    FortuneGroup/CRM/PipelineFortuneGroup/Finance/InvoicesFortuneGroup/Projects/Globex — Globex ERP integrationFortuneGroup/Chat/Channels/client-globex Search8

    Pipeline

    Every open deal by stage, with owners and next steps.

    New deal
    EveryoneMine Filter dealsTotals in USD

    Lead2

    $12K10%

    Wayne Retail loyalty app

    MC

    Wayne Retail

    £55,000.0013 Dec
    No next step

    Hooli analytics pilot

    MC

    Hooli

    $12,000.0028 Nov
    No next step

    Qualified1

    $73K25%

    Umbrella patient portal

    MC

    Umbrella Health

    $73,000.0013 Nov
    No next step

    Proposal1

    $18.5K50%

    Initech TPS automation

    MC

    Initech

    $18,500.0020 Oct
    Follow up on proposal

    Negotiation21

    $48K$075%

    Stark fleet dashboard

    MC

    Stark Logistics

    €24,000.004 Oct
    No next step

    Globex ERP integration

    MC

    Globex

    $48,000.009 Oct
    No next step

    Won01

    $0$48K100%

    Deal won · Globex ERP integration · $48,000.00

    Invoices

    Bill customers, get paid, and keep receivables on track.

    New invoice

    Receivables

    $94.8K

    $10.3K overdue (1)

    Payables

    $6.1K

    Cash

    $208.1K

    Revenue this month

    $65.7K

    Expenses $7K

    InvoicesRecurringCustomers Search invoices
    NumberCustomerStatusIssuedDueTotalBalance
    INV-0001GlobexDraftToday30 days$48,000.00$48,000.00
    INV-0002Stark LogisticsSent29 Sept29 Oct€24,000.00€24,000.00
    INV-0007InitechSent9 Sept9 Oct$12,744.00$12,744.00
    INV-0006HooliOverdue15 Aug14 Sept$10,260.00$10,260.00
    INV-0005InitechPaid31 Jul30 Aug$15,660.00$0.00
    INV-0004HooliPaid11 Jul10 Aug$8,856.00$0.00
    GLO

    Globex — Globex ERP integration

    GLOB New task
    Board List Sprints Timeline Settings
    My tasksUrgentHighClientInternal

    Not started6

    GLOB-1

    Kickoff meeting with the client

    2 OctMC

    GLOB-2

    Confirm scope, timeline and success criteria

    4 OctMC

    GLOB-3

    Set up shared channel and document space

    1 OctMC

    GLOB-4

    Deliver first milestone

    20 OctMC

    GLOB-5

    Client review and sign-off

    27 OctMC

    GLOB-6

    Handover and close-out

    3 NovMC

    In progress0

    Waiting on client0

    Done0

    client-globex 2

    Welcome to #client-globex

    Delivery and account channel for Globex

    Today

    StratoOne 14:51

    🎉 Deal won: Globex ERP integration for Globex ($48,000.00). A draft invoice and a delivery project are being set up.

    Message #client-globex

    StratoOne on a laptop: a deal moves to Won, then the draft invoice, delivery project and client channel appear.
    9:41
    FortuneGroup … / Chat / #general8
    general 6
    AM

    Alex Morgan 14:51

    Welcome to FortuneGroup on StratoOne 👋 Everything lives here now: chat, projects, CRM, people and finance.
    MC

    Mei Chen 14:51

    Big week for sales. Two proposals out, fingers crossed 🤞

    StratoOne 14:51

    🎉 Globex ERP integration just closed with Globex for $48,000. Great work team!

    Message #general

    Delivery project GLOB is ready for Globex

    Kickoff, scope, milestones and handover tasks were created from the client template.

    StratoOne on a phone: the #general channel with the automation's deal-won post.

Hire someone. Their first week is already planned.

Mark a candidate as Hired. Everyone who needs to act gets a task, and the team gets a welcome.

  • IT, HR and the manager get tasksLaptop and access, paperwork and payroll, a first-week plan.
  • The team says helloAdded to the team channel with a welcome post.
  • Leave and payroll follow the same pathApprovals and payroll events reach the right people.
9:41
FortuneGroup … / Projects / ONB8
Employee onboarding 3

To do 4

ONB-1

Prepare laptop, email and tool access for Tom Becker

IT

ONB-2

Contract, paperwork and payroll setup for Tom Becker

HR

ONB-3

Welcome Tom and plan their first week

Manager

ONB-4

30-day check-in with Tom Becker

Manager

StratoOne on a phone: the Employee onboarding project with Tom Becker's tasks.
9:41
FortuneGroup … / Chat / #team-eng…8
team-engineering 4
DR

Diego Ramos 10:12

Component library is 70% done. PRs up for buttons, inputs and dialogs.

StratoOne 14:51

👋 Please welcome Tom Becker, our new Frontend Engineer! Their first day is 2026-10-12.

Message #team-engineering

StratoOne on a phone: #team-engineering welcoming Tom Becker.

One system, with walls in the right places.

Sales, payroll and the books share a workspace, so access has to be exact.

  • Isolated in the database

    Row-level security keeps each company’s data apart on every query.

  • Permissions per module

    Roles decide what each person can do, and every request is checked.

  • A full audit trail

    Who changed what, and when.

Questions teams ask first

Anything else? Try the demo workspace.

Run your company on one system.

Get started View the demo workspace