Overview Software

One platform to run your whole business, now in your pocket. Overview brings CRM, sales, marketing, support and reporting into one product: everything you'd go to the big-name suites for, without the complexity. Your customers, your pipeline, your support desk, your bookings and your numbers, on one login, with AI built in. Each business is set up for the way its industry works, with the modules for its industry switched on. The app carries your business's own menu. Sign in with your work email and the screens your role uses are on your phone, synced live with the web app. For the team • Clock in and out, with your shift in front of you. • Your published roster, week by week. • Your jobs or your delivery run for the day: directions, and proof of delivery with a signature and photos, kept on the phone until there is signal. For managers • Approve your team's hours, adjust them with a reason, or send them back. • The day's orders, production and deliveries. • Customers, the pipeline, invoices and support tickets, wherever you are. Set up for your industry Food manufacturing and wholesale, wholesale and distribution, transport and logistics, warehousing, waste collection, wellness and allied health, accounting practices, professional services, marketing and digital agencies, construction and home design, and IT and managed service providers. Secure, and Australian • Passwordless sign-in with an emailed link, and two-factor when your business requires it. • Face ID to unlock. • Each person sees only what their role allows. • Built and hosted in Australia. Overview is business software sold to businesses, not to individuals. Your employer sets up the account and invites you. There is no sign-up, subscription or purchase inside the app.