Communication Hub
The command centre where Sophie routes requests, creates work and opens the right module.
Includes- Route work
- Create tasks
- Open records
Every core business system, connected through one Hub.
Envia OS replaces disconnected software with a complete operating system: CRM, sales, projects, finance, support, documents, approvals, reporting, automation and AI staff.
Communication Hub
One hub. Every module connected.
Instead of making users jump between tools, Envia OS lets them ask once and open the right workspace instantly.
CRMLeads, clients and follow-ups
ProjectsTasks, risks and owners
DocumentsQuotes, tenders and records
SupportTickets and requests
FinanceInvoices and cash visibility
ReportingBriefings, KPIs and decisions
Full module inventory
The full Envia OS module set.
30 modules and workspaces
Dashboard
Live business overview for priorities, risks, performance and daily actions.
Includes- Today’s priorities
- Risks
- Drill-downs
CRM
Accounts, contacts, opportunities, activity, follow-ups and pipeline health.
Includes- Accounts
- Contacts
- Pipeline
Leads / Sales Hub
Lead capture, scoring, qualification, source performance and conversion.
Includes- Lead inbox
- Scoring
- Conversion
Clients
Client health, renewals, relationship timelines and linked work.
Includes- Health
- Renewals
- Client records
Projects / Build Queue
Delivery control, tasks, milestones, blockers and project readiness.
Includes- Project register
- Build queue
- Blockers
Finance
Cashflow, spend, margin, invoice visibility and finance risk.
Includes- Cashflow
- Runway
- Risk
Invoice Tracker
Invoice register, overdue reminders, payments and client statements.
Includes- Overdue
- Chase emails
- Payments
Commercial Documents
Quotes, proposals, tenders, invoices, pricing and wording banks.
Includes- Quote Builder
- Tender Builder
- Pricing Library
Quote Builder
Build quotes from scope, pricing, wording and margin checks.
Includes- Scope builder
- Line items
- PDF output
Tender Builder
Tender inbox, bid/no-bid, compliance matrix and submission packs.
Includes- Tender inbox
- Compliance matrix
- Submission pack
Support Desk
Tickets, SLA watch, escalations, suggested replies and linked clients.
Includes- Ticket inbox
- SLA watch
- Suggested replies
Knowledge Base
Internal and customer knowledge, SOPs, article review and gaps.
Includes- Articles
- SOPs
- Review queue
Documents / File Hub
Central file library, uploads, previews, permissions and AI summaries.
Includes- File hub
- Version history
- AI summary
Approvals
Approval inbox, sign-offs, blockers, audit trail and permission levels.
Includes- Pending approvals
- Audit trail
- Request changes
Marketing Studio
Campaigns, content calendar, emails, social posts and brand voice.
Includes- Campaign planner
- Email drafts
- Social posts
Automation Hub
Rule builder, triggers, actions, logs, failed runs and suggestions.
Includes- Rule builder
- Logs
- AI suggested rules
Integrations
Connected apps, API keys, sync health, webhooks and field mapping.
Includes- Connected apps
- Sync health
- API usage
Compliance Hub
Policies, training matrix, expiry watch, incidents and audit packs.
Includes- Policy register
- Expiry watch
- Audit pack
HR Hub
Staff records, onboarding, leave, training and HR documents.
Includes- Staff register
- Onboarding
- Training records
Asset Hub
Assets, subscriptions, maintenance, warranties, assignments and costs.
Includes- Asset register
- Maintenance
- Subscriptions
Reporting Dashboard
Reports, charts, exports, scheduled reports and KPI trends.
Includes- Dashboards
- Saved reports
- Exports
Boardroom
Executive summaries, risks, strategic priorities and board packs.
Includes- Board summary
- Decision list
- Export pack
Client Portal
Client-facing documents, project status, approvals, messages and invoices.
Includes- Shared docs
- Client approvals
- Portal activity
Calendar / Scheduling
Calendar, bookings, availability, reminders, meetings and due tasks.
Includes- Bookings
- Availability
- Meetings
AI Inbox
AI alerts, escalations, recommendations, review queue and snoozing.
Includes- AI alerts
- Escalations
- Recommendations
Admin Hub
Users, modules, permissions, branding, billing, settings and audit logs.
Includes- Users
- Permissions
- Modules
The Vault
Secure data import, mapping, staging, dedupe, rollback and migration readiness.
Includes- Import wizard
- Dedupe
- Rollback
Video Calls / Connect Hub
Branded meetings, agendas, Sophie notes, actions and CRM/project links.
Includes- Live calls
- Meeting notes
- Follow-up tasks
Forms & Intake
Website enquiries, internal forms, job requests and structured capture.
Includes- Forms
- Enquiries
- Intake routing
Module categories
Grouped by business outcome, not software jargon.
Each module can work as a normal screen, but it can also be opened, updated and controlled from the Communication Hub.
Communication & Control
Everything starts from one simple message.
Communication HubHandled by SophieWhatsApp-style command centre, AI assistant, internal messaging and routing.
AI InboxHandled by SophieAlerts, approvals, reminders, urgent actions and follow-ups.
Approvals HubHandled by Sophie / IsaacSign-offs, change requests, decision logs and approval history.
Daily BriefingsHandled by SophieOwner summaries, task creation, email summaries and priority lists.
Sales & Customers
Never lose a lead, forget a follow-up or miss a sales opportunity.
CRMHandled by IvyCustomer records, contact history, client notes and relationship management.
Sales HubHandled by MiaLeads, opportunities, RFQs, pipeline tracking and follow-ups.
Lead ManagementHandled by MiaOpportunity scoring, owner assignment and next-step reminders.
Client PortalHandled by IvyCustomer-facing access to documents, quotes, approvals and updates.
Commercial Documents
Create professional business documents faster, with wording, pricing and approval rules built in.
Quote BuilderHandled by ChloeQuote software, estimate templates, proposal tools and follow-up.
Estimate BuilderHandled by RubyLine items, pricing libraries and scope-to-quote support.
Tender BuilderHandled by AvaBid packs, procurement portals and submission tracking.
Invoice TrackerHandled by NinaInvoice visibility, payment chasing and debtor tracking.
Projects & Operations
See what is happening, what is delayed and what needs a decision.
Project HubHandled by JackAsana, Monday, Trello-style project and task management.
Task ManagerHandled by JackOwners, deadlines, blockers, programme tracking and risk flags.
Operations HubHandled by CallumJob flow, scheduling, work allocation and live operational control.
Site MessagingHandled by RileyField updates, team coordination and urgent operations notes.
Compliance & Records
Keep important records organised, visible and ready for audit, handover or review.
Document BuilderHandled by EmmaQuotes, letters, reports, forms and structured business documents.
Knowledge BaseHandled by GraceInternal company knowledge, FAQs, procedures and policies.
Compliance HubHandled by GraceRAMS, risk assessments, expiry dates and audit readiness.
HR & TrainingHandled by Noah / PaigeStaff records, onboarding, absence, inductions and certification expiry.
Finance & Reporting
Give owners clear visibility of the business without digging through spreadsheets.
Finance HubHandled by ArthurCash visibility, P&L snapshots, unpaid invoices and financial alerts.
Reporting DashboardHandled by OscarKPIs, summaries, weekly reports and business intelligence.
Debtor AlertsHandled by NinaPayment chasing, invoice risk and overdue visibility.
Owner ReportsHandled by OscarPlain-English performance summaries and key business decisions.
Marketing & Growth
Turn company knowledge into campaigns, follow-ups and sales activity.
Marketing StudioHandled by MiaCampaign planning, email drafts, social content and customer messaging.
Forms & IntakeHandled by SophieEnquiry forms, job requests, internal forms and data capture.
Opportunity RadarHandled by MiaRFQs, tenders, procurement opportunities and follow-up prompts.
Customer MessagingHandled by IvyEmail campaigns, database messaging and sales reactivation.
Automation & Integrations
Connect the work together so the system starts doing the admin, not just storing it.
Automation HubHandled by ElliotWorkflows, reminders, triggers and recurring processes.
File HubHandled by EmmaStored files, client documents, templates and attachments.
Asset HubHandled by DexterEquipment, tools, vehicles, maintenance and asset records.
Settings & IntegrationsHandled by ElliotAPI keys, company setup, module controls and third-party tools.
What users can ask in plain English.
The modules are not hidden behind menus. The hub can create, open and update them from normal wording.
| Module | Handled by | Example request |
|---|---|---|
| Quote Builder | Ruby | “Create a quote for this job using our standard commercial wording.” |
| Project Hub | Kai | “Show me all delayed projects and who owns the next action.” |
| Finance Hub | Nina | “Which invoices are overdue and what is the cash impact?” |
| Compliance Hub | Grace | “Flag any missing policies, expired certificates or approval gaps.” |
| Marketing Studio | Luna / Mia | “Turn this offer into an email campaign and follow-up list.” |