Platform

Settings

The platform under every app, always included.

Members, roles and permissions, pipelines, fields, numbering, automations, document templates, messaging, audit, billing and import: the configuration every app shares, included with every workspace.

Included in every workspace, whichever apps you choose.

What's inside

Everything Settings does

Members, roles and groups

Invite people, give roles with own, team or all access, and organise departments and branches as groups.

Pipelines, fields and lists

Stages, custom fields, terminology and value lists are yours to rename, recolour and reorder.

Automations

Triggers such as stage changed or SLA breached, conditions, and actions such as notify, assign or send a message.

Numbering and documents

Number sequences and branded document templates for quotations, orders and letters.

Messaging gateways

Email, SMS and WhatsApp gateways with templates and a log of what was sent.

Audit, billing and import

An audit log of every change, your plan and invoices, and spreadsheet import.

Your own workspace

Every company gets its own subdomain with tenant-isolated data and encrypted secrets.

How it works

One app, one menu

Open Settings from your app launcher and its menu is all you see, in the same three sections every EmCore app uses: the daily work, the figures, and the settings that make it yours.

Built for your industry

Ready-made setups that include Settings

Pick an industry template at sign-up and your pipelines, stages, fields and approvals arrive ready to use. Everything stays editable.

EV charger installer

Residential, project and service pipelines, site surveys, charger fields, DEWA approvals.

Start with this template →

MEP contractor

Tender pipeline, BOQ estimation, site projects with milestones, material requests, procurement.

Start with this template →

Trading company

Enquiry-to-delivery order pipeline, price lists, multi-warehouse stock, procurement.

Start with this template →

Generic services

A simple sales pipeline, projects, support tickets and HR. A good start for any service business.

Start with this template →
FAQ

Good to know

Can I buy Settings on its own?

Settings comes with every workspace, so it is there whichever apps you choose.

Is my data kept separate and secure?

Every company gets its own workspace on its own subdomain, and every record is tied to it: no other company can read it. Permissions decide what each person sees (their own records, their team's, or all), secrets are encrypted at rest and every change is in the audit log.

What can AI see in Settings?

Only what the person asking may see. AI features run inside your workspace with that person's own access, so records outside their scope and fields hidden from them never reach the model. You can switch each AI feature on or off in Settings.

Try Settings free for 14 days

Your own workspace in about 30 seconds. No credit card, and your data is yours.