One platform, eight modules

Every module works on its own. Together they share one set of customer records, one document store and one permission model — which is why the whole is worth considerably more than the parts.

📄

Documents & Signature

Send, sign, store — with an audit trail you can actually verify.

Contracts, quotes, waivers and onboarding paperwork, sent for signature and filed automatically. Every action is written to a tamper-evident audit log that any party holding the document can verify independently.

  • Unlimited signature requests — no per-envelope charges
  • Reusable templates for the documents you send weekly
  • Tamper-evident audit trail with independent verification
  • Automatic filing against the customer record
  • Retention rules and legal hold built in
💬

AI Assistant

An assistant that has actually read your business.

Ask questions in plain language and get answers drawn from your own contracts, invoices, customer history and internal documents — not from the open internet, and not from a file you had to paste in first.

  • Answers grounded in your own records, with sources shown
  • Search across documents, email, and customer history at once
  • Drafts replies, quotes and summaries in your own language
  • Access follows your existing permissions
  • Available in the browser, on mobile, and inside your inbox
⚙️

Workflow Automation

Automation that exercises judgment, inside limits you set.

Rule-based automation breaks the moment a step needs a decision. MangoPly workflows handle the judgment — and run inside a spending ceiling and permission boundary enforced by the platform, not requested politely.

  • Handles exceptions instead of stopping at them
  • Hard monthly spending ceiling you set, enforced automatically
  • Each workflow can only touch the records you allow
  • Plain-English activity log of every action taken
  • Pre-built workflows for intake, quoting, chasing and triage
📞

Communications

Phone and email that write themselves into your records.

A business phone system and shared inbox where every call is transcribed and summarised into the customer record, and nothing depends on someone remembering to log it afterwards.

  • Business numbers, call routing, voicemail and SMS
  • Automatic call transcription and summary
  • Shared team inbox with AI triage and drafted replies
  • Missed-call follow-up drafted and queued automatically
  • Every conversation attached to the right customer
🏭

Business Operations

Invoicing, inventory, projects and CRM in one place.

The operational core — customers, quotes, invoices, payments, stock, projects and staff — on a mature open-source foundation, with the AI layer on top that turns it from a system of record into something that does work for you.

  • CRM, quoting, invoicing and payment tracking
  • Inventory, purchasing and point of sale
  • Projects, timesheets and scheduling
  • Automated receivables chasing and month-end preparation
  • Powered by Odoo Community, with our AI layer on top
🌐

Web Presence

A website that files things instead of just sitting there.

A fast, modern site that connects to everything else. Enquiry forms create customer records. Quote requests start a workflow. Bookings hit the calendar. Nothing gets retyped.

  • Fast, mobile-first, built for search from the start
  • Forms write directly into your customer records
  • Online booking and quote requests wired to workflows
  • Edit content yourself, no developer required
  • Custom domain, SSL and hosting included
💳

Billing & Subscriptions

Charge your own customers on a schedule.

For businesses that bill on retainer, subscription or usage. Plans, entitlements, metered overage and dunning, with payments handled by Stripe and the whole thing embedded in your own systems.

  • Recurring plans, one-off charges and usage-based billing
  • Automatic invoicing, receipts and failed-payment recovery
  • Customer self-service portal for cards and plan changes
  • Revenue and churn reporting
  • Stripe-backed — funds settle directly to you
🛡️

Compliance & Records

For businesses that have to prove what happened.

Built for licensed and regulated small businesses — clinics, brokerages, advisories, contractors — where record retention is an obligation rather than a preference.

  • Tamper-evident record history across every module
  • Retention schedules and automatic disposition
  • Legal hold that overrides deletion
  • Data-subject access and erasure handling
  • Export-ready evidence packs for audits and reviews

See it running on your own business

A 30-minute demo using your real documents and your real process. If MangoPly isn't the right fit, we'll tell you that on the call.

Book a Demo