Modules that work together as one unified solution

No need for integrations or separate apps—everything works beautifully together in perfect alignment, just as it should.

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Plans, Goals & Initiatives

Actionable goals that drive your business forward

Transform goals into actionable initiatives, aligning every step with your objectives. Link goals to projects and tasks for full visibility, control, and a team focused on the bigger picture.

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Plans

Say goodbye to isolated business plans—integrate your strategy with ongoing progress and collaboration.
Easily create your Lean Canvas plan, aligning it with your goals or developing it from an idea.

Holistic View

Align goals and initiatives with projects and tasks to ensure your business objectives are met, while maintaining visibility and control over progress to keep your team focused on the bigger picture.

Goals & Initiatives

Set clear, actionable goals that drive your business forward and break them down into actionable initiatives to ensure every step is aligned and achievable.

Company Hub

Keep your company information organized in one place—store tax IDs, identification numbers, brand identity, and important documents.
Define and showcase your vision, mission, and core values to align your team.

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Projects & Tasks

Empower your team to deliver exceptional results

Manage your projects and team's daily tasks with full visibility, streamline project execution, and ensure nothing falls through the cracks—linking every task back to your overarching goals for alignment and clarity.

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Projects

Manage your projects end-to-end, aligning each project with your goals and initiatives to ensure everything stays on track for success.

Budget & Financial Tracking

Directly add revenue and expenses to your projects and tasks, ensuring accurate tracking and complete financial visibility.

Timeline

Visualize your projects with a timeline, providing a clear overview of tasks, deadlines, and progress to keep everything on schedule.

Task Management

Organize your workflow with a built-in Kanban view, allowing you to visualize tasks, prioritize, and track progress without the need for external tools

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Customer Relationship Management

Simplify sales with a CRM that’s built into your platform

Have a clear picture of every Deal in your sales pipeline, effortlessly manage your Leads, Contacts, and Customers, and quickly generate Quotes.

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Leads, Contacts, and Customers

Manage your leads, contacts, and customers, while tracking all activities to enhance your sales efficiency and strengthen client relationships.

Deals & Quotes

Create and manage deals and quotes effortlessly using your own products and services, making the sales process more efficient and tailored to your needs.

Your Sales Pipeline, Your Way

Easily define, manage, and visualize your sales pipeline for a streamlined sales process.

Invoice from Deals and Quotes

Generate invoices directly from deals and quotes, streamlining your billing process and reducing manual entry errors.

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Finances

A billing module that is tightly connected to your operations

Track finances across tasks and projects, easily generate invoice and bills, and keep your operations seamlessly connected to billing for smooth financial management.

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Financial Dashboard

Gain clear insights with financial dashboards that consolidate your revenue, expenses, and billing, providing a comprehensive view of your organization in one place.

Products & Services

Create and manage your own products and services with customizable pricing.

Tightly connected to your operations

Benefit from seamless financial management with billing aligned directly to your tasks and projects.

Invoices & Bills

Invoice your customers and pay your vendors with ease, simplifying your financial transactions.

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Document Management

Keep documents and files exactly where you need them

Easily manage all your documents in one place—from Articles of Incorporation to contracts and agreements, standard operating procedures, and more.

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Upload any document or file

Upload any document or file for immediate access and use at any moment, or link to an online document. Keep all your documents and files in one easily accessible place.

Use your own categories to classify documents

Classify documents using your own categories to keep them organized and easily accessible.

Link to any record

Link related documents and files to any record ensuring they are always easy to reference.

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Ideas & Customer Feedback

Collect insights to improve your business

Collect and prioritize your ideas and customer feedback to focus on what truly matters, enabling you to make informed decisions and drive impactful improvements in your business.

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Ideas & Customer Feedback

Capture valuable ideas and customer feedback to stay focused on what counts, making confident decisions that shape your business’s success

From concept to execution

Link your ideas to goals, initiatives, and projects to ensure alignment and easily track progress from concept to execution.

Prioritization

Rank your ideas based on their value and effort to focus on what will drive the most impact with the least effort.

Need a modernization expert?
Book a no-obligation call.

Book a free consultation with a modernization expert to discuss your needs. If Pollux fits, we’ll recommend it; if not, we’ll guide you to the best solution for your business.

  • What you’ll get from this call
  • Tailored advice specific to your business’s needs and challenges.
  • List of recommended next steps.
  • Overview of viable solutions.
  • You'll meet with a solutions engineer, not a sales rep.
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Discover how a unified platform can simplify your everyday processes

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