Every tool your business needs. All in one place.
Gochi isn't a collection of tools bolted together. It's one platform with one set of data underneath, so what happens in one module is already there in the next.
CRM
Contacts and companies, head offices and their sites, and the whole story of each client on one record: emails, calls, notes, tickets, quotes and invoices. Saved views and bulk actions keep long lists workable, and Demo companies let you practise without touching your figures.
Actual product, demo data. Click the screenshot to enlarge.
Sales
Run as many pipelines as you need, each with its own stages, checklists and fields that must be filled before a deal moves on. New leads and deals go to the right person, sequences follow up for you, and when the client signs the quote the deal is won and its project, sales order and invoice are set up.
Marketing
Campaigns built from the clients already in your CRM, sent by email, SMS or WhatsApp when you choose. Forms and landing pages bring new leads in, automations take them from there, and your reviews from Google, Trustpilot and other sites land in one place to answer.
Omni-Channel
Every way clients reach you, in one list: shared mailboxes, WhatsApp, Facebook Messenger, Instagram, the chat on your website, SMS and calls. Each conversation goes to the right team and person, and any email or chat becomes a ticket, a task or a deal in one step.
Service Desk
Tickets from email, chat, WhatsApp, SMS, phone, forms and device alerts, each with its SLA clock. Job cards bill time and parts straight to invoices, clients follow their tickets in a help centre with your branding, and problems, changes, releases and a configuration database are there when a client needs them.
Actual product, demo data. Click the screenshot to enlarge.
RMM & Uptime
The Gochi agent watches Windows, Mac and Linux machines; one installed agent also collects from switches, firewalls, printers and VMware hosts on its network. Updates go out on your schedule, known vulnerabilities are flagged, outages open and close themselves, and ready-made scripts can fix common faults when an alert fires.
Actual product, demo data. Click the screenshot to enlarge.
Assets
Track everything your business or your clients own, from laptops to vehicles, with who has it, its service history, its warranty and what it is worth in the books.
Actual product, demo data. Click the screenshot to enlarge.
Finance
A full accounting engine, not a bolt-on: double-entry ledger, customer and supplier sides, banking, VAT and multi-currency. Signed quotes arrive as draft invoices for your accounts team to check and send, and moving off Sage, Xero or QuickBooks starts from a cut-over date you choose.
Projects
A signed quote opens its project with the salesperson on the team. Assign a project manager, plan the tasks, send stock to site and track every hour. Invoiced up front? The project waits until it's paid. Invoiced at the end? Completing it drafts the invoice.
Actual product, demo data. Click the screenshot to enlarge.
Warehouse
Know what you have, where it is and what it really cost. Signed quotes raise their sales orders by themselves, projects send stock to site and bring back what's left, and purchase orders go out only once approved.
E-Sign
Send any agreement for signature from the record it belongs to. Signers go in order and see who has signed, a manager can approve first, everyone confirms who they are with a one-time code, and every step is on the audit trail. No per-envelope fee.
Telephony
Connect the phone system you already use (PBXware, 3CX or another) and every call lands on the client's record. Ring clients from Gochi through your own extension, see each person's own calls, and bill voice usage on the same invoice as everything else.
HR
One record for everyone who works for you, whether or not they use Gochi: their job and pay history, documents, site and manager. Staff ask for leave themselves, their manager approves it, and balances, the team calendar and reports follow your leave policies. Each country starts from its usual leave and working-hours rules, which you can change. HR is part of the platform price, and employee records cost nothing extra.
Actual product, demo data. Click the screenshot to enlarge.
Remote Office
Meet, plan and talk without another subscription. Video meetings are end-to-end encrypted and run on Gochi's own servers, the calendar knows when everyone is free, and every project gets a private room with chat and a to-do list.
Built into every module
Same login, same data, same price.
Setup checklists
Each module tells you what's left to set up, and ticks itself off as you go.
Date ranges on every report
Presets or your own from-to dates on every report and graph.
Sort and filter any list
Every column heading sorts and filters, and you can save the views you use.
Client portal
Your clients sign in to your own help centre to follow their tickets, read help articles and see their invoices.
API and webhooks
API keys, signed webhooks, private apps and a test copy of your organisation. Developer access is switched on by request.
Demo companies
Practise on a company marked Demo: it never touches your figures, stock or real messages.
Two-factor for everyone
Every user signs in with a second factor: an authenticator app or a passkey.
Works on your phone
The same Gochi in your phone's browser, with notifications if you want them.
How we look after your data: Security at Gochi.
Ready to see Gochi in action?
Start free with every module included. No credit card. No commitment.