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Ask Morgan

Information about the Ask Morgan instance of Canobi, the Open Source ERP.

Installed Applications

Sales
From quotations to invoices
Invoicing
Invoices, Payments, Follow-ups & Bank Synchronization
Canobi Email Client
Full-featured email client with multi-account support, revenue intelligence, and CRM integration
CRM
Track leads and close opportunities
Website
Enterprise website builder
Project
Organize and plan your projects
eCommerce
Sell your products online
Email Marketing
Design, send and track emails
Employees
Centralize employee information
Canobi Dev Builder
AI-Powered Canobi Application Builder
Canobi Marketing
AI-powered Marketing Operations Center with Perplexity research agents
Canobi Morgan Core
Morgan AI Bot Engine — Discuss-based conversational AI with pluggable tool dispatch
Canobi Sales Portal
Customer tier purchases, onboarding, and automated provisioning
Helpdesk Management
Helpdesk
Maintenance
Track equipment and manage maintenance requests
Resource booking
Manage appointments and resource booking
Subscription management
Generate recurring invoices.
Work Hub
Unified dashboard for all actionable items
Discuss
Chat, mail gateway and private channels
Contacts
Centralize your address book
Calendar
Schedule employees' meetings
Live Chat
Chat with your website visitors
To-Do
Organize your work with memos and to-do lists
Skills Management
Manage skills, knowledge and resume of your employees

Installed Localizations / Account Charts

Canada - Accounting