concorbit is built as a system of modules. Each one is powerful alone. Together, they share data, context, and intelligence. Activate what you need. Ignore what you don't. Add more as you grow.
Every module is already there, waiting. Toggle it on in settings. No downloads, no migrations, no risk. Toggle it off and your data stays safe, ready for when you need it again.
A contact in CRM is the same record in billing, in the portal, in projects. Change their email once, it updates everywhere. No sync. No mapping. No drift.
Self-hosted or cloud. White-label for your clients. Your domain, your branding, your data sovereignty. We are the engine. You are the brand.
Included on every plan
The foundation every business needs. Included on every tier — the only thing that changes between tiers is which Pro modules you unlock.
Contacts, companies, deals, pipelines, segments, lead scoring, tags, custom fields, calendar, appointments, and proposals with e-sign. The relationship layer everything else hangs off.
White-label client portal on a custom domain with self-service invoicing, file sharing, and portal messaging. Branded as you, not as us.
AES-256-GCM encrypted password vault with TOTP code storage, hierarchical folders, role-based access, audit trail, and portal sharing.
Tiptap rich editor, multi-provider SMTP, mailing lists, campaigns, visual email builder with merge tags, and a system template fork pattern so you can customise every transactional email.
Knowledge base with books, chapters, pages, version history, full-text search, public portal docs, and PDF export. Build your wiki, your runbooks, your client knowledge base.
Visual form builder with multi-step forms, conditional logic, file uploads, and Stripe payment fields. Submissions create CRM contacts and trigger webhooks. Embeddable or standalone.
Project management with kanban, list, calendar, and Gantt views. Tasks, dependencies, time tracking, templates, and recurring work. Client-visible timelines through the portal.
Privacy-first, cookieless page tracking, event tracking, revenue attribution, and cross-module dashboard reporting.
Drag-and-drop page builder with blog, SEO, themes, custom domains, and a media library. Built on the same canvas philosophy as the rest of the platform.
Pro plan and above
Advanced tools for businesses ready to consolidate their stack — billing, helpdesk, claims, service catalogue, renewals, and the integrations to keep legacy systems in sync.
Stripe Connect, invoices, subscriptions, autopay, dunning, customer payment portal. From quote to cash without leaving the platform. Pulls existing Stripe customers and matches them to CRM contacts on connect.
Visual workflow builder. Triggers, conditions, actions, delays, branching. Cross-module: a contact created in CRM can trigger a project, an invoice, an email, or a vault item.
Tickets, SLAs, queues, time tracking, canned responses, CSAT surveys, escalations, and portal integration. Email-to-ticket via inbound mail. Pro-services tickets with chargeable time, charges, and billing rollup.
Overtime, expense, mileage and commission claims with a unified approval workflow. Staff submit, line managers approve, payroll gets a signed PDF each month. Overtime auto-detects from time entries, commissions auto-calculate from won deals.
Define your services once, price them once, sell them to every customer. Recurring commitments with auto-renewal, pending-procurement queue for hardware, e-sign for annual agreements, and a contract renewals dashboard that flags anything expiring soon.
Native-first sync into PSA tools (Autotask, ConnectWise, HaloPSA), RMM tools (Datto, NinjaRMM), and accounting (Xero, QuickBooks). Data flows into concorbit's modules so when you're ready to leave the source tool, your workflows stay.
Profitability analytics: revenue vs cost per company, contract, ticket, and engineer. Utilisation bars, margin %, cost-per-hour, and a live P&L that merges your own data with pulls from Xero or QuickBooks once those connectors land.
Absence management, leave entitlement tracking, performance reviews, and staff profile extensions. Builds on the claims and approvals foundation that's already shipped.
Agency tier only
Run your clients on your platform. Sub-tenants, white-label portals, partner dashboards, wholesale billing.
Tenant hierarchy: parent agency, child client tenants. Each sub-tenant gets their own data, users, branding, and custom domain. Impersonation for support. £29 per sub-tenant per month on top of the agency seat fee.
Roll-up view across every sub-tenant: active users, MRR, recent activity, support tickets, billing health. Drill into any client without leaving the agency view.
Programmatic provisioning, subscription pricing for agencies, and the wholesale billing model. Resell concorbit at your own price point with your own contract terms.
Guided migration tools for moving sub-tenants in from competing platforms. Map fields, preview data, run the migration with rollback.
Integration architecture
concorbit does not just display data from other tools. It absorbs it. When you are ready to leave, your data and workflows stay.
PSA tools like Autotask, ConnectWise, and HaloPSA sync directly into concorbit's native modules. Tickets become helpdesk tickets. Contacts become CRM contacts. Contracts and their services become contract records and products. Pro services projects sync into the projects module. Your team works in concorbit while data stays in sync with your PSA. When you are ready to leave the PSA, turn off the sync. Your data stays. Your workflows stay. Nothing breaks.
Connect Xero, QuickBooks, or Sage. concorbit pulls your P&L, balance sheet, cash flow, and invoices so your team sees financial data without logging into the accounting package. concorbit also pushes invoices and payments back so your accountant never has to re-enter them. Your accountant stays in their tool. Your team stays in concorbit. Everyone sees what they need.
Connect Datto RMM, NinjaRMM, or Microsoft 365 Lighthouse. Device lists, alerts, secure scores, and licence utilisation appear as tabs on your customer records. Your RMM and M365 stay as they are. concorbit just gives your team the context they need without switching tabs.
Current & planned
Built from years of production experience managing real MSP and professional services businesses.
PSA
Companies, contacts, tickets, contracts, time entries. Bidirectional sync with field and status mapping.
Companies, contacts, tickets, agreements, time entries. Native-first sync into CRM and Helpdesk.
Clients, contacts, tickets, recurring invoices. Native-first sync into CRM, Helpdesk, and Contracts.
Customers, sites, jobs, labour, catalogue items. Syncs into CRM and Projects.
RMM
Device lists, alerts, endpoint counts. Devices tab on company records with status and hardware details.
Same device and alert visibility, different API. Display integration on customer records.
Device monitoring, alerting, and endpoint data displayed on company records.
Accounting
OAuth2. Pull P&L, invoices, payments. Push concorbit invoices and Stripe payments. Contact sync.
Same two-way sync as Xero. Pull financials for dashboards, push invoices and payments out.
Windows desktop connector. Reads from local Sage database, pushes to concorbit via API.
Cloud API integration. Financial visibility and contact sync.
Microsoft & payments & HR
Secure scores, licence utilisation, user lists. M365 tab on company records via GDAP partner API.
Stripe Connect for invoicing, subscriptions, autopay, and portal payments. PCI compliant.
Direct debit collection. Mandates from portal, recurring payments, retry failed collections.
Employee absence data syncs into HR module. Native-first integration.
The maths
The tools you are paying for separately, all included in one platform.
| Capability | 7 separate tools | concorbit |
|---|---|---|
| Single login | 7 logins | One login |
| Unified data | 7 databases | One database |
| White-label portal | Custom build | Built in |
| Encrypted vault | Separate tool | AES-256-GCM |
| Cross-module automation | Zapier glue | Native |
| Self-hosted option | SaaS only | Your server |
| Per-tenant encryption | Shared keys | HKDF derived |
| Monthly cost (10 users) | £2,000+ | From £190 |
concorbit's module system is designed for extension. Every module follows the same contract: routes, permissions, navigation, lifecycle hooks. New modules plug in without touching the core. Your data schema, your business logic, your UI, all connected to the shared platform.
Extend the module contract
Register in the module registry
Activate per tenant
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