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Features

Everything your business runs on. In one system.

90+ features across sales, billing, operations, people and marketing. Your proposal confirms which ones your package includes.

Example product screens - sample data

Example RUENGINE dashboard screen with sample data
Dashboard
Example RUENGINE calendar across locations with sample data
Calendar across locations
Example RUENGINE location list with sample data
Locations side by side
The leak

Leads go cold.

Tuesday, 4:12 pm. A quote request lands in a shared inbox. Everyone assumes someone else has it. She buys from a competitor on Wednesday.

RUENGINE assigns every lead the moment it lands and keeps it in front of the rep until it closes.

Sales & CRM15 features

Leads & pipeline

Drag leads across a board; every enquiry gets an owner and a next step.

Lead capture & web forms

Build forms for your website; new enquiries land straight in the CRM.

Customers & contacts

Every customer, contact, note and file in one place.

Proposals

Send branded proposals customers can view and accept online.

Estimates & quotes

Send in minutes; accepted estimates turn into invoices.

Estimate requests

Let customers request a quote through a form.

Contracts & e-signature

Create contracts and collect signatures online.

Customer portal

Customers view estimates, invoices, contracts and projects.

Lead assignment

Route leads to the right person or location automatically.

Goals

Set sales targets and track progress.

Social media leads

Leads from your social media ads land straight in the CRM.

Client intake forms

Collect project details and documents before the first visit.

Online appointment booking

Customers book visits and estimates online.

Communications inbox

Calls, SMS and email for every customer in one place.

Industry calculators

Quote calculators built for your trade.

The leak

Invoices nobody chases are money you've already earned and lost.

Day 45. The job is done, the customer is happy, and the invoice is still sitting unpaid because nobody followed up.

Paid, pending and overdue invoices across every location in one view, with overdue ones flagged automatically.

Billing & payments13 features

Invoices

Branded invoices with taxes, discounts and PDF downloads.

Recurring invoices & subscriptions

Bill customers automatically on a schedule.

Online payments

Customers pay invoices online by card or bank.

Saved cards & auto-charge

Charge saved cards automatically when invoices are due.

Payment records

Every payment matched to its invoice.

Credit notes

Issue credits and apply them to invoices.

Expenses

Track one-off and recurring expenses, and bill them to customers.

Taxes & multi-currency

Multiple tax rates and currencies.

Scheduled emails

Send invoices and estimates at the right time, automatically.

Refunds

Refund payments in full or in part, with a record kept.

Cash on delivery

Track cash collected on delivery and hand it in.

E-invoicing

Send invoices in electronic e-invoice formats.

Coupons & discounts

Discount codes and promotions customers can use.

The leak

Stock you can't see is stock you can't sell.

A customer asks for a product. The location says it's out. Another location has 40 units sitting in the back.

Live inventory across every location, so every location can sell what the business actually has.

POS & inventory7 features

POS integration

Works through integration with your own POS vendor.

Inventory

Stock levels across locations. Priced separately.

Purchasing

Purchase orders to your suppliers. Priced separately.

Warehouses

Track stock by warehouse and location. Priced separately.

Inventory alerts

Get told when stock runs low. Priced separately.

Card terminal

Take card payments in store with a connected terminal.

Product sync

Keep products in step with your online store.

The leak

Follow-ups depend on memory.

Day 1, quote sent. Day 9, nobody has called. Your competitor just did.

Every open quote and stalled deal gets flagged before it goes cold.

Projects & work8 features

Projects

Plan projects with members, files, discussions and milestones.

Tasks & follow-ups

Assign tasks with due dates, checklists and reminders.

Time tracking

Record hours on tasks and bill for the work.

To-do lists

Personal to-dos for every team member.

Calendar

Appointments, tasks and due dates in one calendar.

Announcements & newsfeed

Share updates with your whole team.

Whiteboard

Sketch plans and ideas together.

File manager

Company files and folders, shared with the right people.

Support5 features

Tickets

A help desk for customer requests, with priorities and statuses.

Ticket assignment

Route tickets to the right department or person.

Knowledge base

Answers customers can find themselves.

Surveys

Ask customers for feedback and see the results.

Spam filters

Keep junk out of your inbox and tickets.

The leak

When the answer lives in one person's head, it leaves with them.

A rep needs a price or a process. The one person who knows is off today. The customer waits, then walks.

Team chat and a shared help center in the same system, so answers are there for everyone.

People & HR10 features

Staff & roles

Unlimited users with access set by role.

Departments

Organise staff by team and location.

Attendance & time clock

Staff clock in and out; you see who is working.

Scheduling & shifts

Plan shifts across locations.

Timesheets

Hours worked, ready for payroll.

Leave

Requests, approvals and balances.

Learning & training (LMS)

Courses, lessons and quizzes for staff, with progress tracking.

Onboarding

Step-by-step onboarding for new staff and new customers.

Employee contracts

Contracts and documents for every employee.

Team chat

Built in, not bolted on.

The leak

You paid for that customer once. You never spoke to them again.

2,000 past customers in the system. Zero messages sent this quarter. Some of them are shopping right now.

Reach every past customer and lead by text or email straight from their record, by location, in minutes.

Marketing7 features

SMS campaigns

Text your customers and leads in bulk.

Email campaigns

Send newsletters and offers.

Automated follow-ups

Workflows that keep every lead moving.

Lead sources

See which ads and channels bring in business.

Customer SMS

Text customers about appointments, invoices and updates.

Event campaigns

Promote events and sales, and track who signs up.

Website promotions

Banners and offers on your website, managed from the CRM.

The leak

Locations run blind.

Monday, 9:00 am. Six phone calls and two spreadsheets later, you have last week's numbers. It's Wednesday.

One live view of every location: leads, quotes, jobs and reps, right now.

Accounting4 features

Accounting sync

Invoices, payments and customers synced with your accounting software, including multi-company.

Accounting connectors

Connect the accounting tool you already use.

Reports hub

Sales, leads, payments, expenses and staff reports in one hub.

Custom dashboards

Your whole business at a glance, with the numbers you choose.

AI & automation5 features

Spark AI receptionist and assistant

Answers calls, books appointments and follows up leads. Usage charged separately.

AI writing assistant

Draft replies, emails and descriptions faster.

AI ticket replies

Suggested answers for support tickets.

AI website chatbot

Answers website visitors and captures them as leads.

Workflows & reminders

Automatic reminders for tasks, invoices and renewals.

Platform & workspace15 features

Unlimited users

One licence for the whole business, no per-user fees.

Your own instance

Your own dedicated system and database.

Business email & calendar

Email, calendar and contacts on your own domain, with single sign-on (SSO). Priced separately.

Cloud storage & office apps

Shared company storage, documents and PDF viewing. Priced separately.

Mobile apps

Use the system on phones and tablets for staff and customers. Priced separately.

Custom fields

Add your own fields to records and PDF documents.

Roles & permissions

Decide exactly who sees what.

Integrations & API

Connect your calling, online store, advertising and analytics tools.

Privacy tools

Consent, data export and removal requests.

Backups

Your data is backed up as set out in your service plan.

Your branding

Your logo, colours and domain throughout.

Website builder

Build and edit your company website from the CRM.

Security center

Login protection, first-login password change and activity checks.

Field privacy

Hide sensitive fields from roles that should not see them.

Cloud backups

Extra off-site backups to cloud storage.

Not every feature is included in every package. Extras, usage-based services and third-party charges are priced separately and set out in your proposal.

Not sure what you need?

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