One platform to run your whole business.
CRM, sales, marketing, support and reporting — everything you'd go to the big-name suites for, made for Australian companies.
Your customers, your pipeline, your email, your support desk, your bookings and your numbers — one product, one login, watched by AI. Australian-built and Australian-hosted.
What you get
Everything you need to run and grow the business.
A dozen tools your business runs on today, rebuilt as one platform. No tab-juggling, no bolt-on modules, no integration projects.
CRM + sales pipeline
Contacts, tags and lists your whole team actually uses, and a pipeline board where every lead, booking and quote already lands as a deal — all next to the email, the support desk and the reporting, not in a separate tool.
Rolling outMoving deals between stages and creating them straight from the board is next.
Marketing + email automation
Transactional email from your own sender domain, with delivery, open, click and bounce tracking, one-click unsubscribe and consent recorded against every send.
Rolling outBroadcasts, automated sequences and a shared suppression list.
Customer support
A branded helpdesk with ticketing, SLAs and onboarding flows. Your customers get answers; you get one queue instead of a shared inbox.
Live reporting + dashboards
GA4 and Search Console on one dashboard, with AI commentary on what moved and why — not a spreadsheet someone rebuilds every month.
Rolling outGoogle Ads, Meta, LinkedIn and Google Business Profile connect today; their reporting lands as each platform’s API access clears.
AI built into everything
Every morning the AI reads your numbers and writes the brief. It flags what grew and what dropped, and answers questions about your own data.
Rolling outDrafted replies to your reviews, once review sync lands.
Operations
Bookings, rosters, timesheets, invoicing and a to-do command centre — the day-to-day running of the business, in the same place as the customers.
Rolling outReview collection and management.
Manufacturing
Production batches, recipes and full batch traceability — plan the day’s make, record what actually happened, and stay recall-ready.
Storage + distribution
Storage locations, live stock levels and movement history — through to day orders, shipments and delivery records.
Fleet + route management
Vehicles, drivers and delivery runs — assign the fleet by delivery region, order the stops and track what’s out the door.
Rolling outAutomatic route optimisation.
Xero integration
Push invoices and contacts straight into Xero and pull your trial balance back — no export-and-import dance.
Rolling outAutomatic invoice sync, plus payments, credit notes and bills.
Learning (LMS)Coming
Next on the roadmap: you’ll train the team in-platform — courses, progress tracking and sign-off, from induction to upskilling.
Client onboarding
Onboarding checklists your team runs per client — every task, owner and dependency tracked, and stalled work escalated into the to-do queue.
Rolling outA branded, client-facing onboarding portal with forms your customers fill in themselves.
AI voice
Sophisticated AI voice integration.
AI voice that does real work. Outbound AI calls hold real conversations and capture orders as structured drafts, missed-call text-back means no caller slips away, and every call lands against the customer record — with a full AI receptionist rolling out next.
Bookings
All-in-one booking management.
Appointments, services, staff and availability in one engine — connected to the CRM and the calendar, so a booking made anywhere shows up everywhere.
- One booking engine across the business — services, staff and availability in one calendar
- Take bookings from your website and your client portal
- Automatic confirmations and reminders
- Embed booking on any external website — yours or a client’s
- Availability windows and capacity you control, so you’re never double-booked
- The full platform in a native mobile app
- Rosters, clock-in and approvals for the team, wherever they are
- Your clients get their own app view — reports, tickets and bookings under your brand
- Everything synced live with the web app
Mobile
Full mobile app integration — for you and your clients.
Run the business from your pocket and give your clients the same power. The native app carries the whole platform — and for white-label accounts, your clients see your brand, not ours.
Why Overview
Big-suite capability. None of the complexity.
The platforms the big end of town runs on want add-on modules and an implementation partner before you see a dashboard. Overview gives an Australian business the same spine — CRM, marketing, support, reporting, AI — set up yourself, live in a day.
- One platform replaces the CRM, the email tool, the helpdesk and the reporting stack
- Australian-built and Australian-hosted, Privacy Act and Spam Act compliant
- AI included: daily brief, drafted replies, alerts the moment numbers move
- Live in a day — no implementation team, no six-month enterprise rollout
- The same core platform on every plan — plans only change the headroom
- Cancel any time, export your data, take everything with you
Business plan
The full platform, one business.
- · 30-day trial — full access
- · CRM, marketing, support + reporting
- · Cancel any time, export your data
- · Sign in at overview.software
Agency or consultancy managing multiple businesses? White-label signup
How it works
From sign-up to running the business in a day.
Three steps, no implementation team, no six-month enterprise rollout.
- 1
Sign up and connect.
Import your contacts, connect your email domain and OAuth into the channels you run. Twenty minutes, no consultants.
- 2
Bring the team.
Invite your people, set who sees what, and pick the modules you need. Your industry profile sets the workspace up with the right tools and language.
- 3
Run it in one place.
Sales, marketing, support and reporting on one screen. The AI Daily Brief flags what needs a decision — before the next meeting.
About
Built in Melbourne, for Australian companies.
Overview started as the internal stack of a Melbourne business. The CRM, the reporting, the AI commentary engine, the helpdesk and the email automation were all built to replace the SaaS sprawl companies cobble together — a CRM here, an email platform there, a helpdesk somewhere else and a spreadsheet holding it all together.
The pitch is straightforward: one product, one team, one surface everyone works in. Australian-built, Australian-hosted, Privacy Act and Spam Act compliant from day one.
We are not VC-funded and we are not building for a demo. We run our own companies on Overview every day. If you want your business on one platform instead of ten different tools, you are exactly who we built this for.
Try it
Thirty days to see if it fits.
Full access for 30 days on every plan. Pick a plan on day 30 or walk away — nothing continues unless you choose.