Tech & Digital Solutions
Digital products, technology delivery and client opportunities.
Open opportunities 0Pipeline value R0Open tasks 0Overdue items 0
ONE BUSINESS. ONE WORKSPACE.
Run your work.
See the whole picture.
Manage clients, sales opportunities and team tasks across Tech & Digital, Advisory & Compliance, and Engineering & Logistics.
Client recordsSales pipelineTasks & follow-ups
YOUR BUSINESS
Business workspace
A shared view of clients, opportunities and delivery.
Founder account · global workspace access
Create your business workspace
This creates a private workspace for your team. You will be its owner.
Business Advisory & Compliance
Advisory engagements, compliance work and client follow-ups.
Open opportunities 0Pipeline value R0Open tasks 0Overdue items 0
Engineering & Logistics
Engineering services, logistics coordination and delivery tasks.
Open opportunities 0Pipeline value R0Open tasks 0Overdue items 0
GROUP OVERVIEW
Sign, Finance & Assure
Live summaries from the connected product systems. Sensitive records stay in their own apps.
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S
VividFirst Sign
Open Sign ↗Documents—
Completed—
Awaiting signature—
Contract drafts—
Document counts and signature progress
F
VividFirst Finance
Open Finance ↗Finance clients—
Invoices issued—
Payments received—
Outstanding—
Amounts in ZAR, calculated from active finance records
A
VividFirst Assure
Open Assure ↗Cases—
Open cases—
Checks performed—
Reviews pending—
Counts only; no identity, bank or verification details shown
SALES
Recent opportunities
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DELIVERY
Upcoming tasks
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DIVISION DELIVERY
Division workflows
Open each division’s filtered opportunity or task queue. Create, assign, update stages and track due dates within that workflow.
Tech & Digital Solutions
Digital projects, technology delivery and client follow-ups.
Business Advisory & Compliance
Advisory engagements, compliance milestones and client follow-ups.
Engineering & Logistics
Engineering work packages, logistics coordination and delivery actions.
RELATIONSHIPS
Clients
Keep business contact details and notes together.
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GROWTH
Sales pipeline
Track each opportunity through to a decision.
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DELIVERY
Tasks & follow-ups
Give every next step an owner and a due date.
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BUSINESS INTELLIGENCE
Reports & performance
Live summaries from this workspace. Export current records for offline analysis.
PIPELINE
Opportunities by stage
DIVISIONS