One platform to sell, deliver, support and bill.
Sumplace replaces your CRM, PSA, help desk, quoting and contract tools with one connected system. Every quote, agreement, ticket and invoice lives on the same customer record.
Pipeline
BoardForecast+ New dealQualified 12 · $640K
Proposal 9 · $910K
Negotiation 6 · $780K
Won 14 · $412K
From first quote to recurring revenue, without re-keying anything.
The agreement sits at the centre of Sumplace. An accepted quote becomes a signed agreement, and the agreement drives billing, renewals, price changes and what your support team owes the customer.
- Quotes customers sign on any deviceBranded templates, options, deposits and margin guardrails.
- Agreements that bill themselvesMonthly, annual or usage billing runs, with automatic price increases and renewals.
- Accounting stays in syncInvoices, credit notes and payments post to Xero automatically.
A service desk that knows what every customer is paying for.
Tickets arrive from email, phone, portal, chat and WhatsApp into one queue, already matched to the customer's agreement, sites and response times.
- AI call centre includedA voice assistant answers, identifies the caller, logs the ticket and books the technician, around the clock.
- SLAs you can seeResponse and resolution clocks on every ticket, with warnings before a breach.
- Knowledge that builds itselfFixes become articles, linked to the products and firmware they apply to.
"The TVs on level 14 show no signal"
Coastline Grand Sydney · High · Logged by AI
Riverside Suites · Normal
Harbourview Hotel · High
Smart tasks, projects and HR in the same place.
Sumplace sets the next step for your team, runs projects and purchasing, and looks after staff from their first day to their last.
- Follow-ups that create themselvesQuote viewed three times? Call today. No answer? Try again tomorrow.
- Onboarding from role templatesNew starters get the right accounts and training automatically.
- Offboarding in one stepWhen someone leaves, every login is switched off at once, with a full record.
Built for the way serious businesses work.
Single sign-on and 2FA
Staff sign in with Google or Microsoft. Customers use Google, Microsoft or email with two-factor authentication.
A database per customer
Every business gets its own separate database with its own credentials. No shared tables.
Encrypted everywhere
Encrypted in transit and at rest with dedicated keys. Secrets never live in code.
Full audit trail
Every change is recorded with who, what and when. Filter it and export it whenever you need to.
Multi-country by design
Branches with their own currencies, tax rules and time zones, rolled up in one view.
Open API
A documented REST API and webhooks, so Sumplace fits into the rest of your stack.
Simple per-user pricing. Every module included.
No add-on fees for the service desk, AI call centre or billing. Pay for the people who use it.
Standard
For the people who sell, deliver and support.
- CRM, pipeline, quotes and e-signing
- Agreements and automated billing
- Service desk, projects and smart tasks
- AI call centre and AI assistant
- Mobile app and customer portal
Admin
For the people who configure Sumplace and connect it to everything else.
- Everything in Standard
- Settings, roles and permissions
- API access and webhooks
- Integrations: Xero, Google, Microsoft, 3CX and more
- Audit log and data exports
Enterprise
For larger teams with their own hosting, security or migration needs.
- Dedicated hosting options
- Migration from your current PSA or CRM
- Security review and custom terms
- Named success manager
Prices in Australian dollars, excluding GST. Customer portal users are free.
Questions, answered.
Can't find what you need? Book a demo and ask us directly.
Can Sumplace replace our current PSA and CRM?
Yes. Sumplace covers CRM, quoting, agreements, service desk, projects, purchasing and billing. We can migrate your companies, contacts, sites, tickets and products from your current system.
How long does set-up take?
A guided set-up reads your website, suggests your branches, modules and settings, and imports your data from spreadsheets with a preview. Most teams are working in Sumplace within a day.
Does it work with Xero?
Yes. Invoices, credit notes and payments sync to Xero, and Sumplace stays the system your team works in.
Where is our data hosted?
In Australia, on AWS, with each business in its own encrypted database, automated backups and copies kept in a second region.
What's the difference between Standard and Admin users?
Admins can change settings, manage users and permissions, use the API and connect integrations. Everyone else is a Standard user.
See Sumplace with your own data.
We're onboarding a limited number of businesses ahead of general release. Join the early access list or book a 30-minute walkthrough.