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All features at a glance

See what you can do with TorunICT.

From quotes and scheduling to email, supplier invoices and bank transactions. Explore every part of your workspace below.

14 feature areas

Sales

Quotes, orders and invoices

Create quotes, orders, invoices and credit notes from the same underlying data.

Work with line items, stock items, quantities, VAT and PDFs. Turn a quote or order into an invoice without starting again.

Planning

Calendar and scheduling

Schedule customer appointments and keep document information close at hand.

Link customers and documents to the calendar, record duration and notes, and use route information where it is configured for your environment.

Field service

Digital work orders

Turn scheduled work into a clear digital work order and PDF.

Move from appointment to actionable work without creating disconnected documents outside the customer record.

CRM

Customers and suppliers

Manage individuals, companies and suppliers in one place.

Contact details, documents and activities remain part of the same customer history.

Inventory

Products and stock

Record SKU, price, stock and minimum stock levels.

Select known items directly in document line items and keep track of what needs attention.

Payments

Payments and reminders

Send payment reminders and use Mollie payment links where the integration is active.

Match payments to the corresponding invoice and keep outstanding items visible in your daily overview.

Insights

Dashboard and financial insights

View revenue, paid and outstanding amounts, VAT and document counts.

Practical signals for today, this month and the quarter, without first having to build a report.

Collaboration

Team, roles and permissions

Roles, module permissions, PIN protection and audit information.

Give employees appropriate access and protect sensitive actions with additional controls where the application supports them.

Integrations

API and custom integrations

Connect custom solutions, online stores or external systems using scopes.

API keys are revocable, scoped by module and read or write level, and shown in full only once.

Email

Gmail and Microsoft 365

Connect your business mailbox and send documents from the CRM.

Connect Google or Microsoft through their consent screen. Send messages with PDF attachments and import relevant invoice emails when inbox import is enabled.

Purchasing

Supplier invoices and recognition

Collect purchase invoices from uploads or your connected mailbox.

Extract invoice details with document recognition, check the results and keep the document in your archive. Track whether each purchase invoice has been paid.

Expenses

Expenses and receipts

Keep expense documents and their amounts together.

Upload documents or retrieve them through an enabled inbox connection. Review recognised details, adjust amounts and download your expense documents as a ZIP file.

Banking

Bank transactions and matching

Match bank transactions to invoices, contacts and expenses.

Review transactions and suggested matches, create a match manually or undo one. Synchronisation through a bank connection is available where activated.

Support

Support from your workspace

Ask a question and keep the replies in one place.

Create a support request, attach relevant files and reply in the same conversation. Your question, explanation and attachments stay together.

Modules and integrations are configured for your organisation during activation.

From start to finish

Five steps. One recognisable customer record.

The modules do more than sit side by side: they follow the way a customer request becomes completed and paid work.

  1. Contact

    Start with an individual, company or supplier and keep the contact information with the customer record.

  2. Quote or order

    Record line items, quantities, products and VAT, then turn an approved document into an invoice.

  3. Appointment and work order

    Schedule the work with customer context and create a clear work order and PDF for delivery.

  4. Invoice

    Create, send and track invoices using the same data recorded earlier in the process.

  5. Payment

    Match a payment to the correct invoice and keep outstanding items visible.

Integrations without overpromising

Connect where it adds value.

TorunICT supports payment and banking integrations, among others, as well as an API with scoped keys. Which integrations are available and active depends on how your environment is configured.

Read about access and API keys

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