Everything Sonaris does

• Table view with inline editing, and named views saved as tabs
• Built-in templates (Kanban, Sprint & Backlog, Bug Tracker, Client Project and more), or save your own
• A new-project wizard that sets up lists, tags, phases and a cover
• Group, sort and filter tasks by assignee, priority, phase, tag or custom field
• Tasks with due dates, priorities, tags, subtasks and several assignees
• Lists that complete a task when work moves into them
• Phases you advance, with a progress indicator
• Collections and favourites to keep projects in order
• Every project gets its own pages, canvas, checklists, contacts and files
• Client guests see their project and nothing else, and can be assigned tasks if you allow it
• Start a project from selected contacts, files or a canvas

• Pages that nest without limit, organised into folios with drag-and-drop ordering
• Team folios, a private folio for every member, and one for every project
• View, comment, edit and full access per page, inherited by subpages
• Share a page with anyone by email, and see everything shared with you
• Per-embed sharing, so a private record never leaks onto a shared page
• Act on embeds in place: tick a task, move it, submit a form
• Real-time co-editing, @mentions and inline comment threads
• Version history with named versions, compare and restore
• Templates for SOPs, wikis, meeting notes, proposals and client portals, or save your own
• Three publishing themes, built-in site search and auto-publish on edit

• Sticky notes, text, images, files, galleries, stickers and video embeds
• Shapes and flowchart symbols, freehand drawing and connectors
• A colour palette that works in light and dark, with grid and background options
• Drop or paste files straight onto the board
• Standalone boards, or a canvas tab in every project

• Template libraries, personal or shared with the workspace
• Run a checklist from a template now, or make a one-off
• Assign a whole checklist or single items
• Due dates with due-soon and overdue reminders
• My checklists, sorted into overdue, today, upcoming and anytime
• An unassigned pool to triage, bulk assign and schedule
• Attach checklists to projects, tasks, contacts and orders

• A workspace drive and a personal drive, with nested folders
• Previews for images, PDFs, audio, video, text and code
• Grid and list views, sorting and type filters
• An access log of who previewed and downloaded
• A storage meter with a breakdown and your largest files
• A folder for every project, and duplicate-upload detection

Contacts

• People and organisations, linked together, with owners, tags and notes
• Contacts created automatically from orders, accounts, signups, forms and bookings
• A contact table with your own columns, an advanced filter builder and shareable saved views
• An activity timeline of orders, emails, forms, bookings and tickets
• Relationships between contacts, with your own relationship types
• A duplicate finder and merge
• CSV import with column mapping and a failures file, and CSV export by list or tag
• Contacts over your allowance are parked to admit or discard, never lost
• Lifecycle rules that tag, assign, start a checklist or send an email by source

Segments and campaigns

• Segments built from filter rules, plus manual lists
• Went-quiet detection and re-engagement emails
• An email designer with blocks, starter designs and your logo
• One-click unsubscribe, bounce suppression and a sender reputation guard
• Send from your own verified domain
• Newsletter subscribers per site, with double opt-in

Deals, switched on when you need them

• Stage automations that start a checklist, create a project, send an email or flag idle deals
• A pipeline report of count and value by stage

Help desk and bookings

• Saved replies and an auto-reply on new tickets
• Customers open and reply to tickets from their account on your site
• Booking pages in the visitor's time zone, with slot holding so nobody double-books

Forms

• A drag-and-drop form builder with validation and seven field types
• A success message or redirect, and a notification email
• Forms on your Sonaris site, protected by a honeypot and rate limits
• A submissions inbox with CSV export
• Every submitter becomes a CRM contact

• A private inbox for every member that no admin can read
• Claim, assign, transfer, close and reopen conversations
• Internal notes only your team can see, inside the thread
• Follow a conversation without joining it
• Mail to colleagues, and to other workspaces you belong to
• Ticket and contract conversations on the same threads
• Public and private channels with topics, file sharing and search

• A live preview at desktop, tablet and mobile sizes
• A code editor for Liquid templates and Tailwind CSS
• Four starter templates: business, portfolio, store and journal
• A free subdomain, with draft, published and maintenance modes
• SEO titles and descriptions, favicon, social links and contact details
• Redirects, an RSS feed, sitemap.xml and robots.txt
• On-site search with suggestions
• Live products, collections, services, posts and forms in your templates
• Team profiles and portfolios with galleries, audio, video and links
• Customer sign-in by password or emailed code, with optional two-factor
• A contract portal where customers approve deliveries and request revisions
• Folio pages mounted on your site, and store policy pages
• Your own Turnstile spam protection, security headers and caching

Catalogue and checkout

• Physical and digital products with sale prices, SKUs, images and tags
• Inventory with adjustments, low-stock filters and optional backorders
• Categories, and hand-picked or rule-based collections
• Digital downloads with limits, expiring links and resend
• Checkout through your own Stripe account, with guest checkout
• Discount codes by percentage, amount or free shipping
• Shipping zones with flat and free-over rates, and tax by country and region
• Abandoned-cart detection, and test orders before Stripe is connected

Orders and payments

• One order book for every store and manual sale
• Fulfil, ship with tracking, refund or cancel from the order
• Order confirmation and shipped emails to customers
• Checklists on orders, such as a packing list
• A payouts dashboard of money held, released, fees and refunds

Services and contracts

• Private packages at partner rates for chosen clients
• Pause a service, or cap how many orders run at once
• Counter sales of a service, with a printable confirmation
• Amendments, mutual cancellation and disputes
• Link a contract to a project, and approved files land in its folder

• Triggers from tasks, contacts, deals, tickets, forms, orders, contracts, sites, chat and checklists
• Actions that create tasks, update contacts, move deals, reply to tickets, fulfil orders and post to chat
• Scheduled triggers by the hour, day, week or month
• Waits, and approval gates that wait for an event with a timeout
• Conditions, branches, switches, filters and loops
• Variables from the trigger and earlier steps, with autocomplete and transforms
• Validation and a test run before you switch a flow on
• A dashboard of runs, problems and usage, with failure alerts
• Secrets such as API tokens stored encrypted
• AI text generation as a step
• Templates for lead capture, order fulfilment, failed payments, retainers and onboarding
• Quick automations set up elsewhere are real flows you can open and extend

People and access

• Several workspaces per person, with one profile across them
• Owner, admin, member and guest roles
• Free client guests who see only what they are given
• A searchable staff directory with roles, skills and contact details

On every record

• Attach files to any record
• Embed any record live in a Folio page
• Automate any record through Flows
• Comments, activity history and custom fields
• Notifications in the app or by email, and real-time updates
• Workspace-wide tags, saved views and bulk actions

Your workspace and data

• A home dashboard of your tasks, activity and bookings
• Keyboard shortcuts throughout
• An installable desktop app and a mobile layout
• Export your own data or a whole workspace whenever you want
• Stripe, inbound webhooks and outbound HTTP requests