SomaSOMAHQ / MODULES
Every module. One connected operation.
Explore all 31 SomaHQ modules, from customer relationships and delivery to finance, intelligence and governance.
← Back to SomaHQCustomer Relations
Connect accounts, contacts and opportunities in a shared pipeline.
Explore module ↗CustomersDemand Generation
Capture incoming interest, score leads and route opportunities to the right team.
Explore module ↗CustomersAI Lead Finding
Discover prospective organisations against your ideal customer profile.
Explore module ↗CustomersAI Record Enrichment
Add useful company and contact context to the records your team works with.
Explore module ↗CustomersEmail & Meetings Capture
Connect correspondence, meeting notes and follow-up tasks to customer records.
Explore module ↗OperationsProject Management
Plan phases, tasks and milestones. Bring time, capacity and delivery into one view.
Explore module ↗OperationsWork Orders & Field Dispatch
Coordinate service jobs, technician schedules, routes and field handoffs.
Explore module ↗OperationsInventory & Warehouse
Track stock across warehouses, transfers and counts alongside operational demand.
Explore module ↗FinanceInvoicing & Billing
Connect delivered work to invoices, recurring charges and payment workflows.
Explore module ↗CustomersCustomer Service
Manage tickets, queues, service commitments and the context behind each request.
Explore module ↗IntelligenceKnowledge Base
Keep internal and customer knowledge searchable, versioned and connected to AI answers.
Explore module ↗IntelligenceAutomation & Integrations
Link events, approvals and actions across modules and your existing systems.
Explore module ↗IntelligenceAnalytics & BI
Explore shared business data through dashboards, indicators and questions in plain language.
Explore module ↗GovernanceCompliance Manager
Organise controls, evidence and readiness work around relevant European frameworks.
Explore module ↗CustomersClient Portal
Give customers a dedicated space for collaboration, approvals and self-service.
Explore module ↗CustomersMarketing
Coordinate audiences, campaigns, email sequences and attribution.
Explore module ↗FinanceContract Management
Keep agreements, statements of work, amendments and renewals connected.
Explore module ↗FinancePre-Sales & CPQ
Build quotes and proposals from the products, services and work you sell.
Explore module ↗FinanceProduct & Service Catalog
Maintain products, services, bundles, subscriptions and price books.
Explore module ↗CustomersCSAT & Forms
Collect structured requests and feedback, then connect responses to follow-up work.
Explore module ↗GovernanceContent & Learning
Organise learning materials, training paths and certification records.
Explore module ↗IntelligenceAI Engine
A shared layer for grounded answers, summaries, predictions and contextual assistance.
Explore module ↗IntelligenceData Layer & Event Bus
Connect changes and events through webhooks, messaging and reliable delivery patterns.
Explore module ↗IntelligenceMCP Server Layer
Connect compatible AI clients to module tools through Model Context Protocol.
Explore module ↗FinanceProcurement & Purchasing
Bring suppliers, purchase orders, matching and purchasing visibility together.
Explore module ↗OperationsAsset Inventory
Track equipment, licences, ownership and locations with a clear record of changes.
Explore module ↗GovernanceEmployees & Org Chart
Maintain team profiles, organisational relationships and employee documents.
Explore module ↗OperationsScheduling
Coordinate shared calendars, availability, capacity and bookings.
Explore module ↗OperationsShipping
Manage outbound orders, carrier activity, fulfilment and tracking.
Explore module ↗IntelligenceWebsite Monitoring
Review website health, performance and search visibility in one operational context.
Explore module ↗IntelligenceCompetitor Monitoring
Organise competitor research, market context and sales battlecards.
Explore module ↗START WITH YOUR OPERATION
Find your starting point.
Bring your workflows, current tools and hosting requirements. We’ll agree a useful starting scope together.
Talk to EUTS ↗Browse all modules