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SONAN CRM
Complete Business OSThe platform that connects every part of your business
25+ modules — clients, leads, invoicing, scheduling, contracts, employee management, multi-entity corporate registry, custom development, and more. One login. One source of truth.
25+
Core modules
∞
Custom modules
100%
Multi-entity
MFA
Enterprise auth
Module explorer
Everything your business needs, in one system
Click any module category to explore features. All modules are live and included.
Client Management & Lead Pipeline
360° client profiles with full activity timeline, self-service portal, and linked invoices, contracts, jobs, and tickets — plus a lead pipeline with stage tracking and public intake forms.
360° client profile with full activity timeline
Self-service client portal with document access
Contacts, phones, emails, notes, tags
Lead pipeline: stage, source, scoring
Public service request intake form
Linked invoices, contracts, jobs & support tickets
Lead-to-client conversion workflow
Client onboarding checklists & progress tracking
Referral source & acquisition tracking
Need a module that doesn't exist yet?
SONAN DIGITAL builds custom modules, integrations, and automations natively inside your CRM deployment.