BusinessHub

BusinessHub is the system we run our own companies on. It pulls CRM, quoting and invoicing, stock and provisioning, HR, support and team email into a single web app — with strict per-tenant data isolation and a full audit trail on every change.

Native BusinessHub quotes and invoices are the source of truth and push to Xero, with multi-jurisdiction tax handled automatically. A customer portal lets clients accept quotes, track orders and raise tickets, while shared inboxes, per-user O365 webmail and real-time notifications keep the team in sync.

Features

• Multi-tenant architecture with per-tenant data isolation and a full entity-level audit log
• CRM: companies, customers and contacts, terms & conditions, and per-customer pricing
• Sales pipeline: leads, tasks and assignments, lead-to-customer conversion and dashboards
• Orders with a Quote → Invoice → Paid workflow and shipment tracking
• Native quotes & invoices that push to Xero, with reverse-sync drift detection
• Multi-jurisdiction tax zones with per-zone Xero item and tax codes (domestic, EU B2B/B2C, foreign)
• PDF quote/invoice generation with email-on-send
• Stock & inventory: products, families, locations, serial/IMEI unit tracking, RMAs and inbound shipments
• Daily FX rates and per-customer price overrides
• Provisioning: customer servers, device assignment, profiles, trade accounts and feature pricing
• HR: departments, timesheets & attendance, holidays with coverage, and encrypted staff documents
• Support tickets with email ingestion, threading, a public form and portal visibility
• Shared inboxes & conversations: sub-inboxes, routing rules, assignment, tasks, reminders, live SignalR updates and search
• Per-user Microsoft 365 webmail: read, compose, reply/forward, attachments, signature and out-of-office
• Customer portal: order & invoice tracking, quote acceptance with auto-invoicing, and ticket self-service
• Encrypted Vault for sensitive notes with per-user and per-role access
• Role-based permissions, Microsoft & Google SSO, and hashed API keys
• AI assistant module: tasks, projects, specs, reminders and an audit trail, with sidecar orchestration
• Shopify order sync
• Google Ads metrics
• Amazon Ads metrics
• Completed vendor adapters for device provisioning
• Conversations and support tickets unified into one shell
• Portal-side user management for customers
• Large-attachment upload sessions for webmail
• Inbound-shipment auto-post to inventory
• Cross-currency price conversion at point of sale
• US per-state tax rates
• Customer-facing RMA request form
• Companies House / VIES tax-number lookup
• Native mobile app for forwarding OTP and Auth SMS Codes to approved users