Settings
The platform under every app, always included.
Members, roles and permissions, pipelines, fields, numbering, automations, document templates, messaging, audit, billing and import: the configuration every app shares, included with every workspace.
Included in every workspace, whichever apps you choose.
Everything Settings does
Members, roles and groups
Invite people, give roles with own, team or all access, and organise departments and branches as groups.
Pipelines, fields and lists
Stages, custom fields, terminology and value lists are yours to rename, recolour and reorder.
Automations
Triggers such as stage changed or SLA breached, conditions, and actions such as notify, assign or send a message.
Numbering and documents
Number sequences and branded document templates for quotations, orders and letters.
Messaging gateways
Email, SMS and WhatsApp gateways with templates and a log of what was sent.
Audit, billing and import
An audit log of every change, your plan and invoices, and spreadsheet import.
Your own workspace
Every company gets its own subdomain with tenant-isolated data and encrypted secrets.
One app, one menu
Open Settings from your app launcher and its menu is all you see, in the same three sections every EmCore app uses: the daily work, the figures, and the settings that make it yours.
Ready-made setups that include Settings
Pick an industry template at sign-up and your pipelines, stages, fields and approvals arrive ready to use. Everything stays editable.
EV charger installer
Residential, project and service pipelines, site surveys, charger fields and authority approvals.
Start with this template →MEP contractor
Tender pipeline, BOQ estimation, site projects with milestones, material requests, procurement.
Start with this template →Trading company
Enquiry-to-delivery order pipeline, price lists, multi-warehouse stock, procurement.
Start with this template →Generic services
A simple sales pipeline, projects, support tickets and HR. A good start for any service business.
Start with this template →Good to know
Can I buy Settings on its own?
Settings comes with every workspace, so it is there whichever apps you choose.
Is my data kept separate and secure?
Every company gets its own workspace on its own subdomain, and every record is tied to it: no other company can read it. Permissions decide what each person sees (their own records, their team's, or all), secrets are encrypted at rest and every change is in the audit log.
What can AI see in Settings?
Only what the person asking may see. AI features run inside your workspace with that person's own access, so records outside their scope and fields hidden from them never reach the model. You can switch each AI feature on or off in Settings.
Try Settings free for 14 days
Your own workspace in about 30 seconds. No credit card, and your data is yours.