Contacts and companies
- Customer and company records
- Custom fields and tags
- Activity timelines
- CSV import and export workflows
Capability map
Sales, service delivery, and finance in one workspace.
GDK Apex follows the relationship after a deal closes, keeping the customer, the job, the conversation, and the financial record connected.
Sales and relationship management
Organize the people, companies, opportunities, and activity that move work forward.
Deals and pipelines
- Visual pipeline boards
- Configurable stages
- Deal ownership and value
- Activities, notes, and reminders
Quotes and follow-up
- Quote workflows
- Templates and automation
- Review requests
- Electronic signatures
Jobs and field operations
Carry the sales context into delivery without re-creating the customer record in another system.
Job management
- Deal-to-job workflows
- Phases and milestones
- Team and resource assignments
- Documents and versioning
Scheduling and booking
- Job calendars
- Google and Outlook calendar connections
- Online booking pages
- Appointment management
Cost and inventory control
- Labor and material entries
- Estimated versus actual costs
- Inventory and stock activity
- Purchase orders and subcontractors
Communication and customer access
Keep conversations and shared work attached to the records your team already uses.
Email and messaging
- Email account connections
- Conversation threads
- WhatsApp Business messaging
- Templates and automated messages
Voice and timeline
- Twilio calling surfaces
- Call logs
- Transcription workflows
- Unified customer activity
Secure sharing
- Record-access invitations
- Public quote and signing flows
- Customer document access
- Time-limited token routes
Invoicing, ledger, and reporting
Connect delivered work to its financial outcome.
Invoices and payments
- Invoice creation
- Templates and line items
- Payment links and status
- Customer-facing invoice flows
Accounting workflows
- Chart of accounts
- Ledger entries
- QuickBooks integration
- Purchase and cost records
Business visibility
- Dashboards
- Financial reports
- Job profitability
- Revenue and risk insights
Keep the context
Give the whole team one connected view of the work.
Open GDK Apex if your account is ready, or contact GDK Digital to discuss fit and setup.