All modules

Everything Ofisync does, in detail

16 current modules, with 12 ERP apps in the pipeline. Fully customizable. Role-based by default.

Current features

Available Ofisync modules.

These are the modules Ofisync is built around today: clients, projects, documents, files, billing, calendars, digital credentials, CRM, notifications, users, access control, workflow automation, customization, multi-language support, tenancy and custom modules on request.

Client Management

Every client record, shaped around your process

Add and edit clients with configurable fields
User-defined client types, tags and numbering formats
Client-specific workflows and approval paths
Role-based access for each client record
Documents, events, notes, audit logs, projects and CRM history

Project Management

File, matter and project control from intake to billing

Project, file or matter records linked to any owning entity
Responsible person, branch, type, status, tags and numbering
Configurable forms and user-defined project table columns
Progress updates, scoped documents, notes, events and audit history
Sub-files, billables, quotations, invoices, receipts and credit notes

Document Management

Generate standard documents from reusable templates

DOC, DOCX and HTML templates with defined placeholders
Parameter questions for generating finished documents
Auto-filled known data from linked Ofisync records
Templates for invoices, quotations, receipts and credit notes
Preview, edit, tag, search, workflow, audit, stamps and signatures

File & Storage Management

One secure file room for every system attachment

Central view of files attached across system entities
System folders for clients, projects, users and related records
User-created themed folders with access controls
Internal and external file sharing from the file hub
Search, folder browsing and double-click file preview

Billing Suite

Quotations, invoices, receipts and credit notes in one chain

Invoices, quotations, receipts and credit notes with automated numbering
Document types for fee notes, DRNs and other billing variations
Entity-linked billing with automated billing address population
Custom templates, multi-currency values and direct email sending
Predefined billing items, workflows, notes, stamps and signatures

Events & Calendar

Company and personal calendars with event context

Daily, weekly, monthly, annual and detail calendar views
Company-wide and personal calendars with access-scoped visibility
Themed event types with filtering from the calendar
Events linked to clients, users, projects, files and other entities
Custom reminders, recurrence rules, invited users and RSVPs

Digital Credentials

Sign, stamp and request credentials on documents

Sign or stamp uploaded PDF, DOC and DOCX files directly
Merge multiple uploaded documents into one credential packet
Drag-and-drop signatures, stamps and recipient placeholders
Recipient actions for signing, in-person signing, copy receipt and viewing
Strict signing order, access codes, private messages, tags and audit logs

Workflow Automation

Define every state, stage and decision path

Workflow title, description and entity mapping
Start state, end state, stages and decision paths
Assigned users for decisions such as approve, reject or ask for more information
State changes driven by the decision taken at each stage
Graphical workflow view, notifications, duplication, search and disable controls

Contacts CRM

Relationship activity before and beyond the client record

Contacts linked to clients, suppliers, projects, files and other entities
Notes with comments, attachments and relationship context
Events, follow-ups and CRM activity history
Tags, custom fields, saved views and segmentation
Lead, partner, vendor and general relationship tracking

Notifications

Configure how every alert reaches each user

Email, SMS, WhatsApp and On Screen notification channels
Central notification types for MFA, reset password, reminders and actions
System-level notification rules and personal user preferences
Action buttons for notifications that require a response
Memo broadcasts to selected users or all users

Role-Based Access

Roles, access items and action-level security

Roles built from collections of access items
Action-level access rules for every sensitive operation
Open, group, tag, role, user-specific and admin-only access levels
Granular entity access with hidden fields or sections
MFA, audit logs and security controls for privileged actions

Users

The people who access and operate the system

Add users manually or import users in bulk
Branches, departments, user groups, tags and custom fields
User-specific roles, permissions and access configurations
Notes, notification settings and audit logs
Disable or revoke users to remove all system and data access

Total Customization

Make Ofisync fit how the business works

Custom inputs across supported modules
Custom workflows for business processes
Custom billing templates for invoices, quotations, receipts and credit notes
Editable table views with selected fields and column order
Flexible module setup for different teams and industries

Multi-Language & Nomenclature

Use the words your teams understand

Multiple supported languages
Import new language packs when needed
Rename fields, modules and item labels
Adjust wording in tables, forms and descriptions
Shape terminology around each business or industry

Multi-Tenancy

Separate organizations, isolated data

Separate database per organization
Complete organization-level data isolation
Branch structures inside each organization
Branch-level isolation where the business needs it
Role-based visibility across organization and branch boundaries

Custom Modules

Available on request

Custom modules are available on request
Built around business-specific workflows and records
Designed to fit the user's operational needs

Available on request

In the pipeline

Features in the pipeline

These pipeline modules show where Ofisync is headed: mobile work, finance, people operations, client collaboration, AI assistance, inventory, procurement, sales, logistics, assets, support and governance.

HR & Payroll

Pipeline

People operations with payroll control

Employee profiles with branches, departments and documents
Leave, attendance, shifts and approval workflows
Payroll runs with deductions, benefits and payslip generation
Onboarding, offboarding and employee lifecycle tracking
Employee self-service for requests, documents and updates

Accounting & Finance

Pipeline

Finance controls tied to every transaction

Chart of accounts, journals and double-entry accounting
Receivables, payables, expenses and payment tracking
Bank reconciliation with review and adjustment history
Tax configuration, multi-currency and reporting periods
Financial statements with source-level audit trails

Mobile App

Pipeline

Approvals, records and updates in your pocket

iOS and Android access for staff, managers and approvers
Push notifications for reminders, approvals and action-required alerts
Mobile access to clients, projects, files, documents and events
Expense capture, notes, attachments and quick status updates
Biometric login, device controls and role-based mobile permissions

Client Portal

Pipeline

Client collaboration without exposing the back office

Branded client login and secure portal access
Shared documents, invoices, receipts and project updates
Client approvals, comments, requests and supporting attachments
Record-level visibility controlled by access and portal permissions
Client-facing activity history linked back to internal records

AI Assistant / Agent

Pipeline

Permission-aware help for repetitive work

Natural-language search across approved records
Summaries for clients, projects, files, billing and documents
Draft emails, notes, reminders, memos and task updates
Context extraction from records, documents and activity history
Permission-aware agent actions with approval controls

Inventory & Warehouse

Pipeline

Stock, warehouses and movement under control

Product catalog with SKUs, units, variants, batches and serial numbers
Multi-warehouse stock balances, reservations and transfers
Receiving, issuing, adjustments and stock counts with approvals
Reorder points, low-stock alerts and supplier lead-time context
Inventory valuation, movement history and availability reporting

Procurement & Purchasing

Pipeline

Controlled purchasing from request to receipt

Purchase requests with budgets, attachments and approval chains
Supplier records, terms, contracts, price lists and documents
RFQs, quote comparison, purchase orders and receiving
Three-way matching across PO, goods receipt and supplier invoice
Supplier performance, spend analysis and purchasing reports

Sales & POS

Pipeline

Orders, POS and payments in one selling flow

Sales orders, customer pricing, discounts and approval controls
Point-of-sale checkout, receipts and payment capture
Returns, exchanges, credit handling and refund workflows
Product availability, reservation and stock movement
Sales performance by branch, user, product and channel

Supply Chain & Logistics

Pipeline

Fulfillment visibility from warehouse to customer

Fulfillment planning, shipment records and delivery notes
Dispatch assignment, route status and handoff tracking
Supplier, warehouse, branch and customer movement context
Proof of delivery, failed delivery and exception tracking
Fulfillment reports by order, route, branch and customer

Assets & Maintenance

Pipeline

Asset accountability from purchase to retirement

Asset registry with tags, serial numbers, owners and locations
Assignments, transfers, check-in and check-out workflows
Maintenance schedules, service logs and downtime tracking
Warranty, depreciation, replacement and disposal planning
Asset documents, cost history and lifecycle reports

Customer Support

Pipeline

Support tickets connected to customer history

Ticket inbox with categories, priorities, assignments and statuses
SLA timers, escalations, reminders and response tracking
Customer portal requests, comments and update visibility
Knowledge base articles, saved replies and internal notes
Support reports by client, issue type, owner, status and resolution time

Compliance & Governance

Pipeline

Governance controls with evidence built in

Policy library with acknowledgement and version tracking
Risk registers, control checklists and review schedules
Audit evidence linked directly to source records
Compliance tasks with owners, due dates and escalation paths
Governance dashboards, readiness views and exportable reports